Fully Customizable Courseware For Trainers
CRM: Introduction To Customer Relationship Management
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This one-day training course will help trainers introduce the different facets of Customer Relationship Management (CRM). Our courseware will also help participants to identify who their customers really are, analyze the key components of CRM, and understand how it can potentially integrate with their organization.
This training course will help you teach participants how to:
- Work through the benefits of CRM on a company’s bottom line
- Analyze the different components of a CRM plan
- Describe how customer relationship management can provide value for organizations and customers, and more.
Velsoft’s Soft Skills training materials are straightforward for trainers to purchase, download, and customize. Our courseware pricing and flexibility allows you to pay once and train as many times as you like. You can enhance the training offered by customizing the training materials (it’s really easy!) adding your logo and corporate colors, or simply deliver it as is.
Session One: Course Overview
Course Overview
Learning Objectives
Pre-Assignment
Pre-Course Assessment
Session Two: What is CRM?
Customer Relationship Management in Everyday Life
CRM Value
Session Three: Benefits of CRM
Advantages of Using CRM
Session Four: How to Determine Readiness for CRM
Readiness Questionnaire
Session Five: How to Implement CRM
Preparing to Implement CRM
Case Study: Legend
Best Practices
Session Six: Determining the Type of CRM System
Types of CRM Systems
Session Seven: Considerations in CRM Tool Selection
How to Choose a CRM Platform
Technical Requirements
Making Connections
Session Eight: Data Collection
What Data to Collect and How to Collect It
Privacy Issues
Session Nine: Loyalty Programs
What is a Loyalty Program?
Session Ten: Evaluating and Reviewing a CRM Program
Evaluating and Reviewing CRM
Session Eleven: CRM and AI
Artifical Intelligence
Personal Action Plan
Course Summary
Recommended Reading List
Post-Course Assessment
Pre- and Post-Course Assessment Answer Keys
Pre-Course Assessment
Post-Course Assessment
Assignment Answer Key
Session Two: What is CRM?
Session Three: Benefits of CRM
Session Five: How to Implement CRM
Session Six: Determining the Type of CRM system
Session Seven: Considerations in CRM Tool Selection
Session Eight: Data Collection
Session Eleven: CRM and AI
Everything you need to deliver amazing training
Each courseware title is a trainers' kit that comes with the following course components:
Instructor Guide
Velsoft Instructor Guides are the core of each training course. Our Instructor Guides lay out the training in simple, easy-to-follow instructions. You can also customize the Instructor Guides in order to personalize your training.
Student Manual
Each Instructor Guide - for each course - is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the ?student? version of the course you will be teaching.
PowerPoint Deck
Courseware from Velsoft is designed to give you everything you need for use in the classroom or for your workshop. This includes the PowerPoint versions of all the courses, prepared for you in advance.
Quick Reference Guide
Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quick Reference Guide summarizes the most important elements in each courseware title down to two pages.
Fully Customizable
Make any changes you like including easily taking our branding off and replacing it with yours.
Unlimited Users
Train as many participants at your location as you like - forever!
Unlimited Printing Rights
Print-on-demand only what you need for as many participants with no limits.
No Annual Renewal Fees
One-off pricing. Never pay again to use the materials.
Fully Customizable
Make any changes you like including easily taking our branding off and replacing it with yours.
Unlimited Users
Train as many participants at your location as you like - forever!
Unlimited Printing Rights
Print-on-demand only what you need for as many participants with no limits.
No Annual Renewal Fees
One-off pricing. Never pay again to use the materials.
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