Training Curriculum for CUBEĀ SalesĀ Customers

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Introduction to the CUBE Customer ModuleĀ  Ā 


In this video, you will learn about the Customer Submodule in CUBE CRM, which helps organizations manage and track individual customers. It centralizes data, improves interactions, and personalizes customer experiences, driving efficiency, retention, and revenue growth through proactive services. The module allows for creating dedicated customer records, monitoring progress, allocating resources, and setting goals.

 

How to Import Customers from a Spreadsheet


In this video, you will learn about importing contacts into the Customer Submodule in CUBE CRM. This module helps organizations manage and track individual customers, centralize data, improve interactions, and personalize experiences. You will learn how to access the submodule, import customer data from a spreadsheet, and use a provided template to ensure all necessary information is included.

 

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