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.
How to Use This Guide
Session One: Course Overview
Session Two: Customer Relationship Management
Customer Relationship Management in Your Everyday Life
What’s in It for Me?
Session Three: What CRM Is and Who It Serves
Different Faces of CRM
Who is the Customer?
Session Four: Checklist for Success
Evaluation Metrics
Privacy Issues
Session Five: Requirement Driven Product Selection
Requirement Driven Product Selection
Determining Function
Session Six: Considerations in Tool Selection
What’s Your Function in the Field?
Getting Information In and Out
Session Seven: Strategies for Customer Retention
Getting More from Your Core
Customer Scenarios
Session Eight: Building the Future
Roadblocks
Selling CRM
Session Nine: Homegrown vs. Application Service Provider
A Broad Look
A Closer Look
Session Ten: The Development Team
Session Eleven: Evaluating and Reviewing Your Program
Customer Profiles
Customer Life Cycles
Evaluating and Reviewing CRM
Recommended Reading List
Post-Course Assessment
Pre- and Post-Assessment Answer Keys
Personal Action Plan
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.
