How does Oak Innovation help you succeed?

Oak Innovation offers more than just workshop content to facilitate in your workshops - we offer everything you need to create a practical, memorable workshop experience.

What makes Oak Innovation a world leader?

With over 30 years in the industry, we possess the experience, workshop materials, and learning and development expertize to empower corporate trainers, people managers, consultants, and entrepreneurs to deliver practical workshops.

Why use these training packs?

Because it’s a fast, instant way to get everything you need to facilitate workshops that you — and your audience — will love.

Can I edit these training packs?

Yes! Everything is created in Microsoft Office, allowing you to easily edit, rebrand, and deliver the workshop packs as needed.

Can I deliver these training packs as my own?

Absolutely! All workshop packs can be delivered under your brand.

Is this a physical product?

This is a digital download. You can print and edit it as your own.

Run A CRM Skills Workshop That Feels Relevant, Practical, And Ready-To-Go.

You want to deliver a CRM training that makes a real difference — but creating materials from scratch is time-consuming, and there’s always the worry of missing key content. That’s where we step in.

With our ready-to-use CRM workshop pack, you’ll have everything you need to deliver a meaningful, high-impact session—without the stress of building it yourself.

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
You need workshops that make an impact — but don’t have days to spend building content. This pack gives you everything to deliver professional, polished sessions right away.

People Managers, Team Leads & Coaches
You want your teams to think smarter, solve problems faster, and collaborate better. These ready-to-use materials help you upskill people without adding more to your plate.

HR Professionals & Learning Strategists
You’re under pressure to close skills gaps and prepare employees for the future of work. This training provides a proven, scalable way to build problem-solving capabilities across your organization.

Training Entrepreneurs
You’re looking for turnkey solutions you can deliver directly — or customize as part of your business. This pack saves you time while expanding your offering.

Why It Works.

Built For Real-World Learning
Participants don’t just sit and listen — they apply tools to practical, scenario-based activities that stick.

Adaptable To Any Format
Whether you’re running a one-day intensive, a series of short online sessions, or blending both, the materials flex to fit your delivery style.

Scalable And Cost-Effective
Pay once, use forever. The pack cuts down preparation time and reduces workshop costs long-term.

Backed By Experience
Developed with over 30 years of L&D expertise, every page is designed to work in real learning environments — not just on paper.

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.

Yes! Give Me Instant Access

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