Thursday, October 1, 2015
Reflections week 4: CRM - Ron Gaines
This week I completed the Customer Relationship Management module. I have some experience with SalesForce; however, I appreciated the simple exercise emphasizing the fact that you can use Outlook as a simple and easy to use CRM tool. Outlook is a program that most of my students already have on their computers and mobile devices. I downloaded the worksheet that outlines simple directions for using Outlook for CRM and I plan to use this in the classroom. The "plant exercise" was frustrating to complete; however, I think this was the point. The exercise was a good example of the frustration that many CSRs and Sales Reps experience when trying to keep up with contact information, appointments, and follow-up calls. The module is very similar to all of the other modules. It is not an exhaustive study of the subject; however, it is a good introduction.