Introduction to Customer Relationship Management

Select Your Learning Style

Facilitator-led 1 Day Program (Classroom)


eLearning format (Self-paced)

Please refer to Pricing Page for cost per participant

As with many significant undertakings, undergoing a CRM review (even simply considering its implementation) requires learners to analyze technical and complicated systems. This course sorts through a myriad of information and brings you the basics you need to make a decision about the need for CRM, its benefits, and how to coordinate the base requirements for a CRM undertaking.

What Will Participants Learn?

  • The terms and benefits of CRM on a company’s bottom line
  • Analyze the different components of a CRM plan
  • Develop a checklist for readiness and success in CRM
  • Describe how CRM creates value for organizations and customers
  • Consider developmental roles that have the greatest impact on CRM

What Topics are Covered?

  • What CRM is and who it serves
  • Checklist for success
  • Requirement driven product selection
  • Considerations in tool selection
  • Strategies for customer retention
  • Building the future
  • Homegrown vs. application service provider
  • The development team
  • Evaluating and reviewing your program

What’s Included in Your Learning Style?

  • Self-paced eLearning  OR
  • Interactive class environment – Facilitator-led
  • Specialized course materials and resources
  • Personalized certificate of completion



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