Unlock High-Impact CRM Training — Instantly.
Stop wasting time crafting CRM workshops from scratch.
Give your team relevance, engagement, and results with a single, ready-to-deliver package.
Why This Matters To You.
If you’re responsible for training, you know that:
- Teams need clear, practical CRM skills they can apply right away.
- Workshops must feel engaging—not like another generic lecture.
- You don’t have weeks to design and test slides, exercises, and manuals.
This pack solves those challenges so you can focus on facilitating, not preparing.
What’s Inside The CRM Skills Workshop Pack.
- A full 83-slide presentation you can adapt to your brand and audience.
- A 58-page workbook for participants to apply ideas in real time.
- A detailed facilitator guide so you never feel unprepared.
- Interactive games, icebreakers, and exercises to keep energy high.
- Fully editable materials so you can customize without starting over.
What Participants Will Walk Away With.
Your participants won’t just learn about CRM — they’ll see how it applies to their daily work.
By the end of the session, they’ll be able to:
- Understand CRM beyond the software — as both a process and a mindset.
- Introduce CRM systems smoothly, so adoption feels natural, not forced.
- Recognize different customer types and respond in ways that build loyalty.
- Deliver standout service at every touchpoint, not just the obvious ones.
- Link CRM to business success, understanding the cost of getting it wrong.
- Adopt continuous improvement practices, using quality standards to raise the bar.
Who This Is For.
- Internal Trainers, L&D Professionals & Consultants – Deliver professional workshops without the hassle of creating content from scratch.
- People Managers, Team Leads & Coaches – Equip your teams with the skills to make smarter, faster decisions.
- HR Professionals & Learning Strategists – Close skills gaps and prepare employees for the future of work.
- Training Entrepreneurs – Expand your offerings with ready-to-deliver, customizable materials.
Instead of scrambling to prepare, you’ll feel confident walking into the room with a proven, structured curriculum.
Instead of wondering if your content hits the mark, you’ll know your participants are building the skills to strengthen customer relationships—and in turn, drive measurable business results.
For just $195, 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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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.
Here’s Everything Inside:
We know leading a workshop can feel like a lot — preparing materials, engaging your group, and making sure the learning actually sticks.
That’s why we’ve designed resources that take the pressure off you and help your participants get the most out of every session.
#1 Instructor Manuals
Step in with confidence using detailed manuals that guide you through every session with ease (elevate your workshops, expand your impact, and step into your role as a trainer or people manager that develops teams).
#2 Editable Slide Decks
Save hours with 83 fully-prepared, professional slides designed to keep your sessions engaging (You don’t have to pay a subscription for this. All training content is included when you purchase this workshop pack).
#3 Unlimited Workbooks Share as many 58-page, participant-friendly workbooks as you want — ready to use and easy to distribute (this changes the game for new trainers who are feeling stuck, overwhelmed, and unsure of what’s next).
#4 Insider Teaching Guides
Get pro tips and proven strategies to make your sessions memorable and impactful (guides + handouts show you how other facilitators provide workshops they love — without burning out).
#5 Interactive Exercises & Games
Keep energy high with activities that boost participation and help learning stick (this is one of the best ways you can make your workshops succeed).
#6 Curated Reading Lists
Give learners a clear path for continued growth with carefully selected resources.
#7 Ice Breakers That Work
Start strong and build connection fast with tried-and-true ice breakers.
#8 Course Tests & Evaluation Tools
Track real progress with ready-to-use assessments and tools for continuous improvement.
#9 Action Plan Templates
Help learners apply what they’ve learned with ready-made templates for long-term success.
In short, we make it easier for you to show up prepared, keep learners engaged, and know your training is making an impact.
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!
