Customer Relationship Management


As busy professionals, it can be hard to take care of the customer relationship management development needs of staff.

What with world health scares and trying to meet the needs of ever-selective customers, staff groups can sometimes become neglected in this core area.

Luckily, this customer relationship management training course can be instantly downloaded and used to deliver your own training courses. You can reap the benefits of instructor and participant manuals, a customizable Powerpoint slide deck, and exercises without creating everything from scratch.

All it takes is about 30 seconds to download the course material, add your logo, and you can deliver the content as your own.

Your perfect solution to virtually any delivery opportunity: full-day corporate courses, one-to-one coaching sessions, team training workshops, ongoing professional development sessions, and so much more.

Why you will love this product:

  • Product: Instantly Available.
  • Customization: Fully Editable.
  • Branding: Rebrand As Your Own.
  • Audience: Suitable For All Employees.
  • Duration: Full Day.
  • Experience: No Experience Required.

Customer Relationship Management

Customer relationship management (CRM) is the strategy, approach, and practices that a company will employ to manage all current and potential customer interactions. In fact, practical customer relationship management skills drive all successful organizations.

The goal of customer relationship management is to increase profitability by providing a better service to the customer. And, this is achieved by continually building relationships and meeting customer needs

What’s more, excellent customer relationship skills can often represent a key differentiator with other companies and can become a source of real competitive advantage.

While customer relationship management skills aren’t a new business area, many organizations can be unsure how to develop these skills across their staff groups.

Now you can instantly download user-friendly off-the-shelf customizable slide decks, participant workbooks, and training guides on customer relationship management skills and use the content to deliver your own training courses.

Top Companies, Trust Oak Innovation

Course Description

One of the most immediate and somewhat obvious challenges facing organizations and professionals is the need to develop more effective and sustainable customer relationships. Changes in the ways businesses operate and new pressures to remain competitive place challenges on achieving this every day.

Once a company identifies the need to develop effective relationships with their customers, they can seek to:

  1. Determine mutually satisfying goals.
  2. Establish and maintain rapport.
  3. Produce positive feelings in both the organization and the customer.

This training course will instruct learners on how to maximize customer relationships and deliver results for their organizations.

Designed for all categories of staff positioned to take on an increasing role with customers in their organizations, this customer-relationship management skills training combines theory and practice to inform learners on best practices.

Through hands-on exercises and examples, learners will be introduced to the importance of customer relationships. Then, using engaging training material, discussion, and exercises, learners will better understand the components of CRM and the factors that can cause customer relationships to fail.

From the slide deck and learner manual, learners will discover the different ways that an employee can affect CRM. Designed to be accessible for all categories of employees, learners will leave the course with a solid understanding of the various types of customers that they will need to support.

Learning Objectives

At the end of the training, participants will:

  • Understand the importance of customer relationships.
  • Explore the components of CRM.
  • Describe the factors that can cause customer relationships to fail.
  • Understand the different ways that you as an employee can affect CRM.
  • Use the material to develop a customer-centered approach.
  • Examine types of customers.
  • Recognize potential impacts on business.

Course Overview

These are the 3 key sections of this training course.

1. Customer relationship management (CRM)
CRM stands for customer relationship management.

This course will instruct attendees on the basic principles and applications of customer relationship management and how CRM systems can be introduced within organizations. By examining how CRM is both a product and a process, course participants will learn the most effective ways to deliver CRM systems. And, learners will also discover what constraints can emerge to threaten these critical customer relationship skills.

2. Customer service
In this section, course participants will develop a valuable skill set that will focus attention on customers and why we need customers. They’ll explore what customers want, their expectations, and the concept of integration while sharing how well these CRM processes can work within companies. “CRM” approaches, first and foremost, are designed to meet the needs of the customer.

This approach means that the needs of the customer will dictate all activities within the company.

As a result, the impact on the organization will be to:

  • Shift the focus from product to the customer.
  • Streamline the offer to what the customer requires, not want the organization can make.
  • Highlight competencies required for an effective CRM process.

Next, learners will explore perspectives on selling within customer relationship management environments and how this CRM practice fits within companies.

3. A customer-focused solution
Constant change and raised customer expectations have become a reality for all companies. And, customer relationship skills and CRM systems have become buzzwords for meeting these demands. Although the logic may seem simple, it’s much more challenging to maximize this relationship than people realize.

Based on practical, real-world experiences, this course will explore how to manage customers and how to measure CRM systems. Next, participants will learn about quality management skills and in particular standards and continuous improvement. From there, they’ll explore the QCT link and CRM as a business process. Lastly, they’ll examine aspects of communication and what is the impact of CRM failure on companies.

Who Needs Effective Customer Relationship Management Skills?

  • Senior management that wants to strengthen their relationships with staff.
  • Managers, supervisors, and team leaders need customer-relationship management skills to lead, manage and motivate their teams.
  • Administrative, support staff, and line staff that needs customer-relationship management skills to maximize their engagement and participation within the organization.
  • HR professionals need customer-relationship management skills to meet the needs of the departments that they support.
  • Project managers need customer-relationship management skills to create more engagement and collaboration with their teams.
  • Organizational development professionals need customer-relationship management skills to secure relationships and participation from all functions within the organization.
  • Consultants and independent contractors who are being asked to play a role in organizational initiatives.

What You Get

  • An 83 Page Instructor Guide
  • A 67 Page Participant Manual
  • 83 Customizable PowerPoint Slides
  • Training Games And Training Icebreakers
  • A Course Advertorial
  • Eight Pre-written Expert Training Guides
  • Customizable Exercises And Tests
  • Further Reading Lists

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Customer Relationship Management Training Materials
Customer Relationship Management