CRM: An Introduction to Customer Relationship Management

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

What’s Included?
 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

Leave a Reply