CRM: An Introduction to Customer Relationship ManagementChurchill Square Training & Development
CRM: An Introduction to Customer Relationship Management
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.
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 programme
- Instruction by an expert facilitator if required
- Specialised manual and course materials
- Personalised certificate of completion
All courses are also available virtually. Contact us for more information.
Suitability - Who should attend?
This course is a MUST DO course for anyone working with customers or stakeholders in any capacity. It is essential for businesses and organisations.
Outcome / Qualification etc.
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
At the end of the course you can download a course completion certificate.
We are an accredited CPD provider.
Training Course Content
Students will also have an opportunity to identify their personal learning objectives.
Customer Relationship Management
To begin, participants will look at what CRM programmes 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 programmes 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 programmes 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.
Students will have an opportunity to ask questions and fill out an action plan.
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Churchill Square Training & Development is a leading UK based global training and development provider. With over 185 different courses available, we offer a wide variety of training options available to suit your organisation or individual training needs. All of...