Create Your Own CRM System in Excel (includes template) | Chris Benjamin | Skillshare

Create Your Own CRM System in Excel (includes template)

Chris Benjamin, Instructor, MBA and CFO

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15 Videos (1h 18m)
    • 069CRM Section 01a Course Introduction

      1:21
    • 069CRM Section 01b Instructor Introduction

      1:05
    • 069CRM Section 02a Headers Beginning

      7:40
    • 069CRM Section 02b Headers Finish

      5:15
    • 069CRM Section 02c Filters and Formatting

      7:35
    • 069CRM Section 02d Enterining Test Data

      5:41
    • 069CRM Section 02e Data Validation

      7:26
    • 069CRM Section 02f Data Validation 2

      7:29
    • 069CRM Section 02g Freeze Panes and Data

      5:00
    • 069CRM Section 02h Using The Filters and Data

      4:48
    • 069CRM Section 03a Lead Pivot Table Part 1

      7:27
    • 069CRM Section 03b Lead Count Chart

      4:51
    • 069CRM Section 03c Sales by Month Chart

      5:38
    • 069CRM Section 03d Dashboard and Wrap Up

      5:25
    • 069CRM Section 99a Course Conclusion

      1:04

About This Class

Design, Build and Utilize Your OWN Custom CRM System In Excel

JOIN THE 1,000'S OF STUDENTS AND COMPANIES I HAVE TAUGHT HOW TO MICROSOFT EXCEL & CRM SYSTEMS, AND LEARN FROM A PROFESSIONAL BUSINESS CONSULTANT WITH A PROVEN TRACK RECORD FOR SUCCESS!

Three reasons to TAKE THIS COURSE right now!

  1. You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads I add
  2. You can ask me questions and see me respond to every single one of them thoroughly!  This is an interactive course!
  3. You will are being taught by a professional with a proven track record of success!  
  4. Bonus reason: You get to download and use the template we build in the course (if you don't build your own that is)

Have you ever wanted to take control of your sales pipeline and customer relationship management?  Maybe you didn't want to spend hundreds or thousands of dollars on sophisticated systems, but still wanted more functionality than the basic free systems offer?  You have come to the right place! With just a copy of Microsoft Excel, a little bit of time and this course, you'll have your own fully custom CRM system in next to no time!

In this course we start with the basics of Excel so even a beginner will be able to build the template.  From there, we take a blank workbook, and start building our CRM system.  By the end of the course, we will have a fully functional CRM system which can filter data, run queries, generate pivot table reports, and much more! Harness the power of Excel and combine it with your customer data to unleash an easy to use yet powerful CRM system!

What We Do In The Course:  

  • Learn the basics of Excel (for beginners, intermediate/advanced can skip)
  • Start with a blank workbook
  • Build all of the data fields you would want to track (this is fully customizable to whatever you want it to be!)
  • Create predefined lists so users are limited in their choices for some fields
  • Enter customer data (for testing and demo purposes)
  • Run filters on data to demonstrate the ease of use
  • Create pivot table reports to summarize large quantities of data
  • Create a dashboard report with the key metrics you would want out of your CRM (for example, number of customers at each stage of the sales cycle
  • Learn what NOT to do as well - only the best business practices 
  • Teach you how to then use that information to make informed decisions
  • And Much More!!!  You will be truly impressed with the power of the CRM system. 

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.  

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***** Click the button and enroll today!  Let me teach you how to design, build and use a power Excel CRM system! *****

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About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 20 years experience in accounting, finance, financial reporting, small business and CRM systems.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

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Chris Benjamin

Instructor, MBA and CFO

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