CRM Course


Get instant access to everything you need to run focused workshops or one-day courses. You will receive:

  • Workbooks.
  • Slide Decks.
  • Training Guides.
  • Free Training Games.
  • Free Training Icebreakers.
  • Course Tests.
  • Activities/Exercises.
  • Reading Lists.
  • Course Advertorials.
  • Action Plans.
Suitable for all categories of staff.


If you’re thinking about running a CRM skills training course for leaders or employees, consider Oak Innovation for your training course material.

The training content is straightforward to use — simply upload your logo, add any company-specific details (such as a company name and examples), determine your target audience, and start running your courses on CRM skills today.

You can use these CRM course materials to instruct your audience on the importance of customer relationships, the components of CRM, the various types of customers, and the different ways an employee can affect CRM.

The course material explores Customer Relationship Management (CRM), which refers to how a company manages all current and potential customer interactions.

You can also use the content to instruct teams on CRM fundamentals like strategy, data management and segmentation.

Course participants will develop practical skills, such as establishing rapport, meeting needs, creating positive customer experiences, and understanding the factors that can cause customer relationships to fail.

The CRM course materials will meet the needs of participants new to working with customers.

Who Do We Recommend Oak Innovation For?

  • Individuals looking to start training quickly – Oak Innovation’s instant availability and beginner-friendly training course material mean you can get a course up and running within minutes.
  • New training professionals – This training course material is the easiest course builder to use, offering complete course templates and an intuitive design to help you deliver an effective course.
  • Development-focused managers – Oak Innovation is well known for its customizable complete course templates, so we highly recommend the training course material for people managers, especially for team-leads and supervisors.
  • Businesses and professionals offering services – If you need to offer training courses or provide workshops, Oak Innovation’s training course material makes this a smooth experience for both course participants and businesses alike.
  • Entrepreneurs – Oak Innovation’s focus on offering rebrandable and customizable products, a functionality available across all our training materials, makes it the ideal course builder for setting up a side hustle.
  • Companies interested in reducing costs – Not only is Oak Innovation very affordable, but its practical content and training guides make it easy to start running training courses.

Whether it’s about a brand new training course or launching a new workshop, people at all stages of their training delivery journey get busy or under pressure sometimes. And that’s where we can help.

Think of Oak Innovation as a one-stop shop for getting the necessary training course material.

Topics Covered.

1. Introduction to CRM (Customer Relationship Management)

  • Basic principles and applications of CRM.
  • How CRM systems can be introduced within organizations.
  • How CRM is both a product and a process.
  • The most effective ways to deliver CRM systems.

2. What is customer service?

  • Why we need customers.
  • What customers want.
  • The concept of integration.

3. What is the impact of CRM on the organization?

  • What are the competencies required for an effective CRM process?

3. Customer perspectives

  • Perspectives on selling within CRM environments.
  • How CRM practice fits within companies.

4. Understanding a customer-focused solution

  • How to manage customers and CRM systems.
  • Quality management skills.
  • Standards and continuous improvement.
  • The relationship between the QCT link and CRM as a business process.
  • The impact of CRM failure on companies.



Your participants will:

  • Understand the importance of customer relationships.
  • Understand the components of CRM.
  • Explore the factors that can cause customer relationships to fail.
  • Understand how employees can affect CRM.
  • Examine how to develop a customer-centred approach.
  • Understand various types of customers.
  • Explore potential impacts on business.


What’s Included?

You get instant access to everything you need.

  • Workbook.
  • Slides.
  • Instructor Manual.
  • 17 Free Training Games.
  • 17 Free Training Icebreakers.
  • 15 Practical Training Guides.
  • 2 Course Tests.
  • Activities/Exercises.
  • A Reading List.
  • A Course Advertorial.
  • An Action Plan.