Unlock Powerful CRM Training — Deliver Results, Fast.

Oak Innovation’s CRM Skills Training Course Material is a multi-use, editable training solution packed with an engaging slide deck, customizable workbook, instructor manual, and carefully designed features.

You can use these CRM Skills training course materials to provide your participants with the customer relationship management skills and awareness required to manage effective and essential relationships that get results.

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.

 
Order Now
 

Trusted By Leading Brands.

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

 
Order Now