Customer Relationship Management (CRM) Training Course
Course Aims
This Customer Relationship Management (CRM) course is designed for those in a sales or business development role to improve existing customer service skills and develop new techniques to enhance customers' experience.
Course Objectives:
At the end of this course you will be able to:
- Enhance existing customer service skills and develop new techniques to improve your customers’ experience
- Understand your own impact on customers and identify ways to improve it
- Understand the characteristics of ‘The Likeable Organisation’ and apply them
- Utilise a ‘toolkit’ that will enable you to build customer relationships
- Measure the importance of CRM for business success
- Identify how effective CRM will improve business performance
Learning Outcomes
At the end of this course you will:
- Have an action plan to implement on your return to work, enabling you to apply your learning with immediate effect and improve your performance in managing customer relationships
- Assess your own impact on customers and will have identified ways to improve it
- Have a “toolkit” that will facilitate the building of effective customer relationships, where the customer views you as a strategic partner
- Be able to identify how effective CRM will improve business performance
Course Outline
- Customer types and Existing Customer Relationships
- “The Likeable Organisation”
- CRM Toolkit
- Identifying Cross Selling Opportunities
- Achieving CRM
- Individual action plans to improve results
Need help picking the right course?
Customer Relationship Management (CRM) Training Course - Enquiry
Testimonials (3)
Joe was great, really engaging and knew his stuff. Great session, thank you again!
Cerys - Urenco
Course - Customer Relationship Management (CRM)
It was a very informative session and we came away with lots of useful improvement ideas to implement within our business. Joe was engaging and led discussions and activities well - the activities and topics covered were really interesting and we all learned a lot. It was a course that was also applicable to and useful for everyone, as there were a range of people in the room.
Emily Ferris - Urenco
Course - Customer Relationship Management (CRM)
It gave me a new perspective on CRM the last time I had training on this was 10 years ago and this was a brilliant opportunity to refresh and see some new skills
Marc Wilson - Urenco
Course - Customer Relationship Management (CRM)
Upcoming Courses
Related Courses
Microsoft Dynamics 365
14 HoursThis instructor-led, live training in Tunisia (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes with Microsoft Dynamics 365.
By the end of this training, participants will be able to:
- Use the different modules in Microsoft Dynamics 365 to manage process flows.
- Integrate the Power Platform into Microsoft Dynamics 365.
- Structure different common data models such as records, segment charts, and more.
- Automate processes with Microsoft Flow integration.
Comprehensive Dynamics 365 for Business Operations
35 HoursThis instructor-led, live training in Tunisia (online or onsite) is aimed at intermediate-level business analysts who wish to lead initiatives for continuous business process improvement and system enhancements within their organizations.
By the end of this training, participants will be able to:
- Gain a comprehensive understanding of Dynamics 365.
- Set up, configure, and manage various components of Dynamics 365.
- Analyze existing business processes and make recommendations for optimization using Dynamics 365 functionalities.
- Manage migrations and updates within Dynamics 365.
Microsoft Dynamics 365 Customer Service
14 HoursThis instructor-led, live training in Tunisia (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to enhance their customer service operations using Dynamics 365 Customer Service.
By the end of this training, participants will be able to:
- Understand the core features and functionalities of Dynamics 365 Customer Service.
- Set up and configure the D365 Customer Service environment.
- Manage customer interactions and cases efficiently.
- Utilize analytics to improve service delivery.
- Integrate Dynamics 365 Customer Service with other Microsoft applications.
Dynamics 365 Finance and Operations: Treasury and Accounting
14 HoursThis instructor-led, live training in Tunisia (online or onsite) is aimed at beginner-level to intermediate-level treasury and finance professionals who wish to reinforce their knowledge, improve report generation, and maximize the use of Dynamics 365 for financial operations.
By the end of this training, participants will be able to:
- Navigate and customize the Dynamics 365 Finance and Operations interface.
- Generate and analyze financial reports efficiently.
- Manage treasury functions, including cash flow and bank reconciliations.
- Enhance financial workflows for better operational efficiency.
Microsoft Dynamics 365 Sales
14 HoursThis instructor-led, live training in Tunisia (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively use the platform to enhance their sales operations.
By the end of this training, participants will be able to:
- Understand the core features and functionalities of Dynamics 365 Sales.
- Set up and configure the D365 Sales environment.
- Manage customer relationships and sales processes using D365 Sales.
- Utilize data and analytics to drive sales decisions.
- Integrate Dynamics 365 Sales with other Microsoft applications.
Pardot for Marketing Analysts
14 HoursThis instructor-led, live training in Tunisia (online or onsite) is aimed at intermediate-level marketing analysts and professionals who wish to refresh and enhance their Pardot skills, focusing on advanced reporting, dashboards, and engagement strategies.
By the end of this training, participants will be able to:
- Optimize Pardot for advanced email marketing and engagement tactics.
- Master the creation and analysis of reports and dashboards.
- Enhance prospect assignment strategies and engagement programs.
- Leverage Pardot’s dynamic content and custom redirects for better campaign performance.
Salesforce CPQ for Administrators
14 HoursIn this instructor-led, live training in Tunisia (online or onsite), participants will learn the architecture, design and operational features that make up Salesforce CPQ as they step through the set up, configuration and maintenance of a sample Salesforce CPQ installation.
Salesforce Development
14 HoursThis instructor-led, live training in Tunisia (online or onsite) is aimed at web developers who wish to create real time applications using Salesforce Development.
By the end of this training, participants will be able to:
- Build a real time application using the Apex programming language.
- Create test classes with Apex to increase code coverage in Salesforce.
- Ceate and use REST and SOAP web services using Apex.
Salesforce with HTML5 and CSS3
14 HoursThis instructor-led, live training in Tunisia (online or onsite) is aimed at intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored for various Salesforce marketing campaigns.
By the end of this training, participants will be able to:
- Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that are optimized for performance across various devices and email clients within the Salesforce ecosystem.
- Leverage Salesforce data to create personalized email experiences.
- Test, deploy, and analyze email campaigns within Salesforce, including the use of analytics to inform decisions and optimize future campaigns for better performance and higher engagement.
Salesforce for End Users
7 HoursThis instructor-led, live training in Tunisia (online or onsite) is aimed at marketing staff, sales staff, and customer service representatives who wish to use set up, manage, and monitor Salesforce and its capabilities to serve their customers better.
By the end of this training, participants will be able to:
- Set up their Salesforce account to manage profile, track activities, customize views and layout, and personalize settings.
- Use Salesforce features and tools to attract, attain, and service existing and potential customers.
- Create reports and dashboards to generate useful analytics and insights for the business.
Salesforce Lightning
14 HoursThis instructor-led, live training in Tunisia (online or onsite) is aimed at administrators who wish to use Salesforce Lightning to create web applications.
By the end of this training, participants will be able to:
- Build responsive applications with Salesforce Lightning.
- Develop applications with little to no code.
- Create a lightning application from scratch.
Salesforce Marketing Cloud
21 HoursThis instructor-led, live training in Tunisia (online or onsite) is aimed at intermediate-level marketing professionals who wish to gain the skills and knowledge required to effectively use Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.
By the end of this training, participants will be able to:
- Understand the features, functionalities, and architecture of Salesforce Marketing Cloud.
- Learn how to create, manage, and optimize email, social, mobile, and advertising campaigns using Marketing Cloud.
- Manage data within Marketing Cloud, create segmented audiences, and utilize data for targeted marketing efforts.
Salesforce for Sales and Administration
21 HoursThis instructor-led, live training in Tunisia (online or onsite) is aimed at beginner-level sales professionals and administrators who wish to effectively use and manage Salesforce Sales Cloud and its administrative features.
By the end of this training, participants will be able to:
- Navigate and utilize Salesforce Sales Cloud effectively.
- Manage leads, accounts, contacts, opportunities, and cases.
- Generate reports and dashboards for sales insights.
- Implement automation and workflow rules in Salesforce.
- Customize security settings and manage user access.
- Integrate Salesforce with Power BI, Tableau, and other tools for real-time data analysis.
Veeva Commercial Cloud
14 HoursThis instructor-led, live training in Tunisia (online or onsite) is aimed at persons who wish to use Veeva Commercial Cloud Engagement applications to deliver a personalized customer experience across multiple channels.
By the end of this training, participants will be able to:
- Personalize customer interactions using Veeva CRM.
- Plan and execute enterprise events using Veeva Digital Events.
- Align sales territories using Veeva Align.
Veeva Vault
14 HoursVeeva Vault is a cloud-based content management platform and suite of applications aimed at life sciences companies.
This instructor-led, live training in Tunisia (online or onsite) is aimed at end-users who wish to use Veeva Vault to better manage life science documents and data.
By the end of this training, participants will be able to manage documents, track product information, and collaborate with other team members.