Stop Building CRM Workshops From Scratch.
Most trainers and managers think creating a CRM workshop means weeks of designing slides, writing exercises, and testing content.
That approach = slow, stressful, and risky.
But when you own the training on CRM skills, you own the results.
Unlike the fixed delivery and unmovable content seen on Udemy or Coursera, our customizable courses let you tailor every detail, from branding to content, without extra costs.
With this ready-made CRM Workshop Pack, you get a proven content thatโs instantly available, fully customizable, and built to deliver results.
Instead of struggling with prep, youโll walk in prepared, confident, and focused on what matters: guiding your participants and creating real transformation.
Why This Matters To You.
Flexible training for a fast-changing world.
Update content whenever you need, without extra fees or waiting around.
If youโre responsible for training, you know that:
- Teams need clear, practical CRM skills they can apply right away.
- Workshops must feel engagingโnot like another generic lecture.
- You donโt have weeks to design and test slides, exercises, and manuals.
This pack solves those challenges so you can focus on facilitating, not preparing.
Whatโs Inside The CRM Skills Workshop Pack.
Why borrow someone elseโs voice? Deliver training that sounds like it came from inside your organization.
- 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.
Relevance drives results. Editable content lets you align training directly with your goals.
Your participants wonโt just learn about CRM โ theyโll see how it applies to their daily work.
By the end of the session, theyโll be able to:
- Understand CRM beyond the software โ 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.
Adapt once, reuse forever. Our courseware is yours to reshape and deliver however you need.
- 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, youโll feel confident walking into the room with a proven, structured curriculum.
Instead of wondering if your content hits the mark, youโll know your participants are building the skills to strengthen customer relationshipsโand 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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Trusted By Leading Brands.
No subscriptions, no restrictions. Just training resources you can make your own.
Get instant access to Oak Innovationโs CRM Skills Workshop Pack and start delivering world-class CRM workshops today.
Topics Covered.
Hereโs 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.
Hereโs Everything Inside:
We know leading a workshop can feel like a lot โ preparing materials, engaging your group, and making sure the learning actually sticks.
This workshop pack is a fail-proof resource that provides you with all the training course material and advice you need to deliver a workshop thatโs powerful, practical, and easy to conduct. You get โฆ
#1 Instructor Manuals
Step-by-step instructor manualย that shows you exactly how to deliver a workshop that works (empowering trainers, people managers, and entrepreneurs with step-by-step training course material).
#2 Editable Slide Decks
83 fully-prepared professional slides to instantly transformย your workshops (because your time is valuable and you donโt need to waste it).
#3 Unlimited Workbooks
A 58-page done-for-you participant-friendly workbook (you canโt get it wrong!).
#4 Insider Teaching Guides
Get pro tips and proven strategies to make your sessions memorable and impactful (free guides + handouts that help you deliver workshops faster & easier).ย
#5 Interactive Exercises & Games
Maintain high energy levels with activities that boost participation and help learning stickย (this is what enables customers to scale quickly).
#6 Curated Reading Lists
Provide learners with a clear path for continued growth by selecting carefully chosen resources (pro-level suggestions).
#7 Ice Breakers That Work
World-class ice breakers for professionals who want toย build meaningful connections with participants fast (free with every workshop pack).
#8 Course Tests & Evaluation Tools
Track progress with ready-to-use assessments (clarifying what matters most).
#9 Action Plan Templates
Help learners apply what theyโve learned with ready-made templates for long-term success (the secret to making action their new default setting).
๐ Exclusive Free Bonuses (value $588):
๐ต 16 Corporate Trainer Forms – contracts, budgets, assessments & more (Value $99)
๐ต 14 Insider Trainer Guides – tips, games, icebreakers & more (Value $99)
๐ต The Resilient Team Workshop Pack – exclusive full 4-session program (Value $195)
๐ต 16 Coaching & Mentoring Forms – agreements, record sheet & more (Value $195)
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 โ Oak Innovation’s workshop packs deliver quality, relevance, and professional polish.
โYou will receive a Word document, PDF, PowerPoint, and comprehensive participant manual; your satisfaction or money back will be guaranteed.โ International Association Of Teamwork Facilitators
โFor a once-off cost per training pack, youโve saved coaches countless hours of program development timeโฆ your spirit of generosity is greatly appreciated.โ 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!