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.
Release the power of effective CRM skills to transform your organization’s customer relationships and drive business success.
Oak Innovation’s CRM Skills Workshop Pack offers a comprehensive, customizable training solution designed to equip teams with practical knowledge and tools that span foundational principles to advanced customer-focused strategies.
This ready-to-use pack includes an 83-slide presentation, a detailed 58-page workbook, training games, exercises, and an instructor manual, all editable to suit your unique audience.
Unlock Exceptional Customer Relationships With The CRM Skills Workshop Pack.
Participants will learn to master CRM as both a product and a process, understand how to seamlessly introduce CRM systems, and develop a customer-centric mindset that elevates service and loyalty.
The course covers key topics such as identifying customer needs, understanding different customer types, delivering world-class service at every touchpoint, and driving continuous improvement linked to quality management standards.
By building these critical CRM competencies, your team gains the confidence and capability to create strong, lasting customer relationships that directly impact organizational performance and success.
With Oak Innovation’s CRM training, facilitators benefit from a plug-and-play curriculum that saves time while enabling engaging, impactful workshops trusted by leading organizations worldwide.
Equip your team to adopt best practices in CRM and turn customer interactions into meaningful business growth.
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.
Who This Is For.
- Internal Trainers, L&D Professionals & Consultants wanting to deliver high-impact sessions with zero content build.
- People Managers, Team Leads & Coaches aiming to upskill teams quickly and effectively.
- HR Professionals & Learning Strategists tasked with closing skills gaps and boosting workplace readiness.
- Training Entrepreneurs looking for turnkey, customizable packages to deliver workshops themselves or resell.
Why It Works.
- Designed For Real-World Learning: Grounded in practical, scenario-based activities to ensure transfer of learning.
- Flexibly Delivered: Whether you’re running a one-day intensive or a multi-week development series, adapt it to your format.
- Scalability With Cost-Efficiency: The “order once, use forever” model reduces workshop preparation costs long-term.
- Built On Oak Innovation’s Legacy: Over 30 years of L&D experience inform every page.
For just $80, gain lifetime access to the CRM Skills Workshop Pack. This one-time payment provides you with all the materials needed to facilitate impactful CRM training sessions.
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Trusted By Leading Brands.
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:
All materials are designed to be plug-and-play, saving you weeks of development time.
Whether you’re conducting a one-day intensive or a multi-week development series, this pack adapts to your needs.
- 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
Trusted By World-Class Brands.
Used by organizations like Apple, Cadbury, Citi, Disney, Microsoft, IBM, Harvard, HSBC, and more — Oak Innovation’s workshop packs deliver quality, relevance, and professional polish.
“You will receive a Word document, PDF, PowerPoint, and comprehensive participant manual; your satisfaction or money back will be guaranteed.” International Association Of Teamwork Facilitators
“For a once-off cost per training pack, you’ve saved coaches countless hours of program development time… your spirit of generosity is greatly appreciated.” Sylva K. Leduc, Executive Coach
Equip Your Teams Today.
Empower your team to build stronger, more effective customer relationships with Oak Innovation’s CRM Skills Workshop Pack.
Start your journey towards CRM excellence today!
