Course Information
Course Overview
Complete guide to designing and creating your own personalised CRM system, with workflows to automate your work.
Finding the best Customer Relationship Management software out there isn't easy. It took me years while working with customers of MrFlow to work my way through 50 products, only to find:
- The software becomes way too expensive when you want to start using the cool features
- It isn't able to provide the 10% of functionality my company needed specifically.
Luckily, we at Mrflow have found Podio and quickly became one of it's 500.000 customers. We build most of our customer's back-offices from a Podio standard now. We've become a Citrix (Podio) Solutio Advisor, and have created this course to teach you how to design and create your own custom CRM in no time.
You will learn:
- About the structure and pricing of Podio to be able to scale your back-office right away
- Setting up your own customers app
- Setting up an organizations app that has a relation to the customers app, and more about relationships
- All Podio's great features like 'email to item', 'webforms', 'views' and 'reports'
- Basic workflows that make working with Podio so very cool
- Extended workflows with Globiflow, which enables you to COMPLETELY automate your back-office
- And of course many links and tips to get you started or where you can find more extensive help if you might need it.
Course Content
- 6 section(s)
- 9 lecture(s)
- Section 1 Why Podio beats the rest!
- Section 2 The basics of Podio
- Section 3 Creating your first app
- Section 4 Powerful features of Podio
- Section 5 Workflows
- Section 6 Final thoughts
What You’ll Learn
- Design and create their own CRM applications in Podio
- Have a head start at further automating their apps in Podio
Skills covered in this course
Reviews
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OOri Wasserteil
More like a general overview of the platform.
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HHector Daniel Flores Mejia
Yes I like the course. I think Podio can be a useful tool to learn
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CCharlotte Timbrell
Good course so far but it would have been good to see the customer app being created as it seemed to jump forward between sections 3 and 4 of the course
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AAnuj Kumar
Very good explanation and nice description over the CRM