CRM Skills Training Course – Editable Materials

$40.00

Struggling with creating training course material on CRM Skills?

This step-by-step training course material gives you a simple, proven way to use the content provided to deliver this course as your own.



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Every training kit comes packed with premium, ready-to-use training course material that you can use to deliver unforgettable learning experiences — with zero stress and maximum impact.

  • Rebrand as your own.
  • Use in your courses.
  • No attribution needed.
  • Develop skills.
  • Print for teams.
  • Use in unlimited projects.
  • Repurpose as required.

CRM Skills Training Course – Editable Materials.

You can use Oak Innovation’s CRM Skills Training Course Material to run an engaging course.

 

Why Choose Oak Innovation’s CRM Skills Training Course?

  • Comprehensive & Customizable: Instantly access an 83-slide presentation, a 58-page workbook, detailed instructor manual, engaging training games, icebreakers, exercises, and more—all fully editable to suit your audience and brand.
  • Accelerate Training 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 course 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 Training Course Material and start delivering world-class CRM training 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 [NEW]
  • 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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