Complimentary first lesson ยท Camderson Academy
Decide what to record and why
Lesson 1.2 of CRM Fundamentals: choose the customer details worth recording, give each a clear purpose and define every field.
WHAT YOU WILL LEARN
- ◆A simple test for every field
- ◆The FTC principle of keeping only what you need
- ◆The Customer Record Plan: a one page way to start
Complimentary. No card needed. Enter your email once and you are in.
About the course
CRM Fundamentals: Managing Customer Data
Lesson 1.2 is a lesson from a three-module, self-paced course from Camderson Advisory, for people in every role and team. Your complimentary access also includes the complimentary first lesson from every other Camderson Academy course.
This course is general education about how people on any team can plan, set up, clean and use a shared customer record, often called a CRM. It is not legal, privacy, security, accounting or technical advice, and it does not promise any particular result. Examples and organizations are fictional or illustrative.