Modul CRM

Kelola hubungan pelanggan (Leads & Opportunities) secara profesional.

CRM Basics (Materi 1-11)

Materi 1 🔒

CRM Basics

Pengenalan dasar Customer Relationship Management.

Terkunci
Materi 2 🔒

Dashboard & Activities

Kanban customization & activity scheduling.

Terkunci
Materi 3 🔒

Pipeline Management

Probabilitas otomatis & Multi Teams.

Terkunci
Materi 4 🔒

Activities & Calendar

Snooze, colors, & availability.

Terkunci
Materi 5 🔒

Closing Opportunities

Won, Lost, & Restore.

Terkunci
Materi 6 🔒

Lead Assignment

Rule-Based Assignment.

Terkunci
Materi 7 🔒

Activity Reporting

List View & Email Templates.

Terkunci
Materi 8 🔒

Opportunity Reporting

Graph & Pivot Analysis.

Terkunci
Materi 9 🔒

Gmail Plugin

Integration with Gmail.

Terkunci
Materi 10 🔒

Outlook Plugin

Integration with Outlook.

Terkunci
Materi 11 🔒

Lead Analysis

Source & Medium Tracking.

Terkunci

Lead Generation

Materi 12 🔒

Predictive Lead Scoring

AI Probabilitas, Expected Closing, & Historical Data.

Terkunci
Materi 13 🔒

Generating Leads

Website Forms & Email Aliases Configuration.

Terkunci
Materi 14 🔒

Advanced Lead Gen

Visits to Leads & Appointment Automation.

Terkunci
Materi 15 🔒

Lead Enrichment

IAP, Credits, & External Database.

Terkunci
Materi 16 🔒

Lead Mining

Menambang database global Odoo (IAP).

Terkunci

Lead Management

Materi 17 🔒

Assignment Rules

Otomatisasi pembagian leads ke tim sales.

Terkunci