Customer - Understanding CRM

Customer - Understanding CRM

Article Contents: This video provides a concise overview of the Client Relation Management (CRM) module, focusing on its key features.

Step-By-Step:

Step 1: CRM Groups: Explains two types of groups - system-generated (based on course classifications) and custom groups for targeted communication and marketing.

Step 2: Integration with Club Caddie Marketing: Highlights the CRM's ability to segment databases for efficient communication and its integration for email campaigns.

Step 3: Group Management: Demonstrates how to create, edit, and manage groups, such as adding or removing members, and renaming groups for organizational purposes.

Step 4: Communication Tools: Discusses functionalities for downloading group lists, sending direct emails or texts, and using these tools for timely notifications.

Step 5: Email Campaigns and MailChimp Integration: Covers the creation of email campaigns within the CRM and the integration with MailChimp for seamless data synchronization and campaign management.


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