CRM: An Introduction to Customer Relationship Management
Course
Online
Description
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Type
Course
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Methodology
Online
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Duration
Flexible
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Start date
February
As with many significant undertakings, undergoing a CRM review (even simply considering its implementation) requires learners to analyse technical and complicated systems. This 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.
Facilities
Location
Start date
Start date
About this course
-The terms and benefits of CRM on a company’s bottom line
-Analyse the different components of a CRM plan
-Develop a checklist for readiness and success in CRM
-Describe how CRM creates value for organisations and customers
-Consider developmental roles that have the greatest impact on CRM
No requirements necessary
Reviews
Subjects
- CRM
- Customer Care
- Customer Service
- Customer Manager
- Customer Retention
- Customer Service Skills
- Customer Relationship Management
- Customer satisfaction
- Customer relationship
- Customer Retention Strategy
- Sales Techniques
- Sales Training
- Benefits
- Relationship Building
- CRM Programs
- Production
- Strategic Planning
Teachers and trainers (1)
Susan Lloyd
Managing Consultant
Susan has over twenty five years senior professional work experience, she spent the first 10 years of her career as a training manager in the Royal Navy, which included training design, delivery and training technologies. Both academically and professionally well qualified, she gained a top MBA from Cranfield University, an MA Marketing. In 2013, she qualified as an NLP Master Practitioner, she n
Course programme
This course will help you teach participants how to:
- Demonstrate an understanding of 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
You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.
Customer Relationship Management
To begin, participants will look at what CRM programs they are involved in and how these programs have affected their lives. Participants will also explore the meaning of CRM and its potential value.
What CRM Is and Who It Serves
Next, participants will look at different types of CRM programs and the needs they can serve.
Checklist for Success
This session will explore evaluation metrics and privacy issues.
Requirement Driven Product Selection
During this session, participants will look at the Requirement Driven Product Selection process. This process requires defining the business need (or pain or problem, depending on the issue), deciding which functions are needed to meet the requirements, and then defining the products that support the selection.
Considerations in Tool Selection
This session will look at ways to narrow the scope of your field and to get the right people to move your CRM program along.
Strategies for Customer Retention
Next, participants will explore ways to retain customers through a large group discussion.
Building the Future
During this session, participants will explore the four pillars of CRM and how they can use them to help others embrace the CRM plan.
Homegrown vs. Application Service Provider
Participants will look at the advantages and disadvantages of developing a program in-house versus using an Application Service Provider.
The Development Team
This session will give participants the framework for building a stellar CRM team.
Evaluating and Reviewing Your Programme
To conclude the day, participants will look at some evaluation tools, including customer profiles and life cycles.
Additional information
-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 programme
CRM: An Introduction to Customer Relationship Management