How Leading Facilitators Are Putting The Best Editable Slides And Workbooks On CRM Skills Into Practice.

The CRM Skills Workshop Bundle blew our customer base away with its impressive time-saving performance and editable workshop materials for less than $100.

CRM skills affects companies in different ways.

Every employee goes through periods where their CRM skills are not as effective at different points in their lives. And, feeling worried or concerned is a normal reaction to these experiences.

At other times staff may feel that they have excellent customer relationship skills.

But, telling the difference between normal and excellent CRM skills is difficult.

Fortunately you can now use Oak Innovation’s CRM Skills Workshop Material to facilitate an engaging workshop in this key area.

Why Choose To Facilitate Oak Innovation’s CRM Skills Workshop Material?

• Comprehensive & Customizable: Instantly access an 83-slide presentation, a 58-page workbook, detailed instructor manual, engaging workshop games, icebreakers, exercises, and more—all fully editable to suit your audience and brand.
• Accelerate Workshop Delivery: Save weeks of development time with a plug-and-play curriculum designed for rapid rollout and maximum engagement.
• Real-World Impact: Equip participants with the practical CRM skills and awareness needed to build strong, lasting customer relationships that directly impact your bottom line.
• Proven Content: Trusted by top organizations, this workshop pack covers every aspect of CRM, from foundational principles to advanced customer-focused strategies.

What Will Your Team Learn?

• Master The Essentials: Understand CRM as both a product and a process, and how to seamlessly introduce it within any organization.
• Deliver World-Class Service: Identify what customers want, why they return, and how to exceed their expectations at every touchpoint.
• Drive Organizational Success: Learn the competencies required for effective CRM and the business impact of getting it right—or wrong.
• Adopt A Customer-Centric Mindset: Develop a customer-centered approach, explore different customer types, and discover how employees shape every relationship.
• Continuous Improvement: Gain quality management skills, understand standards, and build action plans for ongoing CRM excellence.

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Get instant access to Oak Innovation’s CRM Skills Workshop Pack and start delivering world-class CRM workshops today.

Topics Covered.

Here’s what is covered in this CRM skills training course:

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.

4. Customer perspectives

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

5. 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.

Learning Objectives.

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 You Get:

• Instructor Manual [UPDATED]
• Slide Deck (83 slides)
• Course Workbook (58 pages)
• Training Guides
• Training Games
• Icebreakers
• Activities And Exercises
• Training Guides
• Reading Lists
• Assessment Tools
• Marketing Materials
• Action Plans

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