As with many significant undertakings, undergoing a CRM review (even simply considering its implementation) requires learners to analyze technical and complicated systems. This one-day course sorts through a myriad of information and brings you the basics you need to make a decision about the need for CRM, its benefits, and how to coordinate the base requirements for a CRM undertaking.
What Will Participants Learn?
The terms and benefits of CRM on a company’s bottom line
Analyze the different components of a CRM plan
Develop a checklist for readiness and success in CRM
Describe how CRM creates value for organizations and customers
Consider developmental roles that have the greatest impact on CRM
What Topics are Covered?
What CRM is and who it serves
Checklist for success
Requirement driven product selection
Considerations in tool selection
Strategies for customer retention
Building the future
Homegrown vs. application service provider
The development team
Evaluating and reviewing your program
Instruction by an expert facilitator
Small, interactive classes
Specialized participant manual and course materials including a pre-assignment and a post-assignment
A personalized Certificate of Completion