Create Your Own CRM System in Excel

(Instant booking on GulfTalent)
Can be taken anytime
Course Type
Professional Training Course
Yes (Details)
Course Fee

Course Overview

About this Course:

Enroll today and join the 40000 plus students I have taught Online!

Three reasons to TAKE THIS COURSE right now:

  • You get lifetime access to lectures including all new lectures assignments quizzes and downloads
  • You can ask me questions and see me respond to every single one of them thoroughly!
  • You will are being taught by a professional with a proven track record of success!

Have you ever wanted to take control of your sales pipeline and customer relationship management? Maybe you didn't want to spend hundreds or thousands of dollars on sophisticated systems but still wanted more functionality than the basic free systems offer? You have come to the right place! With just a copy of Microsoft Excel a little bit of time and this course you'll have your own fully custom CRM system in next to no time!

In this course we start with the basics of Excel so even a beginner will be able to build the template. From there we take a blank workbook and start building our CRM system. By the end of the course we will have a fully functional CRM system which can filter data run queries generate pivot table reports and much more! Harness the power of Excel and combine it with your customer data to unleash an easy to use yet powerful CRM system!

What We Do In The Course:

  • Learn the basics of Excel (for beginners intermediate / advanced can skip)
  • Start with a blank workbook
  • Build all of the data fields you would want to track (this is fully customizable to whatever you want it to be!)
  • Create predefined lists so users are limited in their choices for some fields
  • Enter customer data (for testing and demo purposes)
  • Run filters on data to demonstrate the ease of use
  • Create pivot table reports to summarize large quantities of data
  • Create a dashboard report with the key metrics you would want out of your CRM (for example number - of customers at each stage of the sales cycle
  • Learn what NOT to do as well - only the best business practices
  • Teach you how to then use that information to make informed decisions
  • And Much More! You will be truly impressed with the power of the CRM system.

At any point if you have a question please feel free to ask through the course forum I'd be happy to answer any and all questions.

About The Instructor

Chris Benjamin MBA and CFO is a seasoned professional with over 20 years experience in accounting finance financial reporting small business and CRM systems. Having spent the first 10 years of my career in corporate settings with both large and small companies I learned a lot about the accounting process managing accounting departments financial reporting external reporting to board of directors and the Securities and Exchange Commission and working with external auditors.

The following 10 plus years I decided to go into CFO Consulting working with growing companies and bringing CFO level experience to companies. I help implement proper best business practices in accounting and finance consult on implementation of accounting systems implementing accounting procedures while also still fulfilling the CFO roll for many of my clients which includes financial reporting auditing working with investors financial analysis and much more.

Thank you for signing up for this course. I look forward to being your instructor for this course and many more!

Chris Benjamin Instructor CFO and MBA

Basic knowledge:

  • Basic Microsoft Excel - I also show you everything you need to know for beginners
  • Enthusiasm and Desire to build your own customized CRM system
  • Commitment to learning


Course Completion Certificate

Course content

What you will learn:

  • You will be able to build your own fully customized CRM system in Excel
  • You will be able to organize your data easily and effectively
  • You will be able to run queries on any data point captured
  • You will know how to create predefined selection lists
  • You will be able to make effective decisions related to your sales pipeline
  • And much more!


  • Course Introduction
  • CRM Database Creation
  • CRM Report Creation and Use

About Course Provider

Simpliv LLC, a platform for learning and teaching online courses. We basically focus on online learning which helps to learn business concepts, software technology to develop personal and professional goals through video library by recognized industry experts or trainers.

Why Simpliv

With the ever-evolving industry trends, there is a constant need of the professionally designed learning solutions that deliver key innovations on time and on a budget to achieve long-term success.

Simpliv understands the changing needs and allows the global learners to evaluate their technical abilities by aligning the learnings to key business objectives in order to fill the skills gaps that exist in the various business areas including IT, Marketing, Business Development, and much more.

How to enroll?

You can book the course instantly by paying on GulfTalent.

(Instant booking on GulfTalent)

Frequently asked questions

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