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 Students 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 manual and course materials

• Personalized certificate of completion

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