Customer Services & Sales   

By the end of this project, you will learn how to create a budget template in an Excel Spreadsheet by using a free version of Microsoft Office Excel.

Excel is a spreadsheet that is similar in layout as accounting spreadsheets. It consists of individual cells that can be used to build functions, formulas, tables, and graphs that easily organize and analyze large amounts of information and data. While a budget helps you stay within estimated costs and expenses for either a business or a family. We will learn to create a budget both automatically and manually, step by step. By utilizing Microsoft Excel you will reduce the burden of budgeting and see increase in accuracy. It will allow you to scale budgeting and to make record keeping and tracking of expenditures easier. We will also use basic graphing for presenting budget tracking. You do not need to be an advance user of Microsoft Excel as we will show you how to use templates that are provided in the program and simple formulas to create a budget for any reason.

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Customer service surveys are often used by businesses to gain insights into how their customers perceive their business, service, or product. Microsoft Forms is a free online program that offers all of the tools needed to create and disseminate professional, high-quality surveys. Customer Service Surveys can be sent out to an audience in numerous ways, and the responses can be invaluable resources to business owners and managers to make important business decisions.

Learners in this guided project will learn how to prepare for creating a customer service survey by outlining goals and an audience. Then, they will learn how to create all of the basic and advanced question types offered by Microsoft Forms to gather a variety of information from customers. Learners will then discover how to finalize and send the survey, and finally how to interpret the responses they receive.

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We will begin this guided project by understanding what Hubspot is. We will explore the contacts, conversation, marketing, sales & service sections of Hubspot. Then we will integrate Hubspot with Gmail and Calendar. In the final tasks, we will create a support ticket and explore the ticket flow from ticket creation to its closing.

This course will be helpful to you if you are a small business and want to track everything from sales to marketing to customer support to operations in one place. This project will be helpful to you no matter what department you are in: marketing, sales, service or admin. If you never used Hubspot and want to learn all about it, this course is for you. You will be taught everything you need to know about Hubspot.

By the end of this project, you will be confident in navigating through Hubspot and working with the ticketing system in Hubspot.

Note: You will need a website to register with Hubspot.

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By the end of this project, you will create a free account on Microsoft 365, get access to Microsoft Excel, and create a table with customer data. You will edit and format the data, hide sensitive information, sort, and filter data. Your new skills will help you manage your customer relations and be more efficient.

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In this 1-hour long project-based course, you will learn how to design and structure a customer satisfaction survey, create it on Typeform and collect answers immediately.

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In this 1-hour long project-based course, you will learn how to identify the concept of business digital transformation, as well as the different types of business digitization, how to determine the role of customer support in your company and identify the customer support processes, how define Customer Relationship Management (CRM) and interpret the importance of using it in your business context and how to customize your own CRM using the HubSpot CRM tool. It will also give you the know-how of evaluating the alignment between your customer support digital transformation and your existing business strategy.

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In this 1-hour long project-based course, you will learn how to map your customer interactions, align marketing and service opportunities, design a process for achieving and measuring customer satisfaction.

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HubSpot is a system you can use to manage all of your contacts no matter what type of business you are in. You can use the free app to assist you in marketing and sales. The integrations to your email make the program easy to use. You can build your team and follow up on contacts easily. This hands on course will have you all set to go with your contacts right now!

By the end of your time in this project you will have a Customer Relations Management system set up with HubSpot.

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By the end of this project, you will learn how to enhance organizational communications with Slack, the business communications platform.

To complete this project, you will create your own workspace, add public and private channels, and develop a collaborative environment. To support your new digital environment, you'll invite others to your Slack workspace and bring their contributions into unique channels for work projects, planning, brainstorming, problem-solving, and information-sharing. You will also amp up the effectiveness of workspace communications by using channel and individual tags to loop others in on relevant information.

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