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Hello there!! 👋
Today you’ll learn how to create a custom customer relationship management (CRM) system.
Time to build ⏰
Today’s Task📝
🧱 Project: Create a Custom CRM
⏲️ Estimated time: 30 minutes
🛠️ Tools: Frontly
Context📄
A CRM, or Customer Relationship Management, is a system designed to manage and analyze customer interactions and data throughout the customer lifecycle. It's a central hub for storing customer information, tracking interactions, and streamlining processes to improve customer relationships and intelligence.
Benefits of CRMs include:
- Centralized Customer Data. Customer information in all in one place, eliminating data silos and ensuring everyone in a team has a consistent view of customer information.
- Improved Customer Relationships. Provides a comprehensive understanding of customer preferences, purchase history, and interactions, allowing for personalized communication.
- Enhanced Sales and Marketing Efficiency. Some CRMs have functionality that allow you to automate repetitive communication tasks, automatically identify sales opportunities and help to facilitate targeted marketing campaigns.
- Aids Customer Retention. Helps businesses identify and address customer concerns proactively, aiding customer satisfaction and loyalty.
Without a CRM in place, businesses typically rely on alternatives such as fragmented spreadsheets, email marketing lists or even paper-based systems. These systems are typically less organised, do not provide useful customer intelligence and ultimately end in a poor customer experience.
In this lesson, you'll learn:
- How to create a custom CRM using Frontly
- How to add and edit blocks in Frontly to create pages
- How to use filters to view subsets of data in your CRM
Let's Prep 🥗
In today’s lesson example you’ll pretend you’re the owner of a small marketing agency that’s just launched. You’ve started to generate leads consistently over the last 6 months, and you’ve now realised a need to get all of your lead information in one place. In addition to this, you want to be able to keep track of the services that are in-demand, and you want a simple way to add new leads to your CRM.
The CRM you’ll be building in Frontly will have:
- A page that shows all data for all Leads that you’ve collected
- A page that shows only data for Leads that are interested in Analytics services
- A Service Demand bar chart that is a cumulative visual of your most in-demand services
- A page that contains a New Lead entry form
Please note that you do not have to publish your app to complete today’s lesson. However, for students that do wish to publish apps in Frontly, you can get 20% off of a paid subscription by adding the coupon code 100DAYS when upgrading.
Time to Cook 👩🍳
- Sign-up for a free account with Frontly.
- Upload this Google Sheet to your own Google Sheets account.
- Follow this step-by-step guide to complete today’s lesson.
That’s a wrap, we hope you found this lesson helpful!
- If you have any questions, feel free to reach out.
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