Customer Relationship Management (CRM) Training Course
Course Aims
This Customer Relationship Management (CRM) course is designed for individuals in sales or business development roles who wish to refine their existing customer service expertise and cultivate new strategies to elevate the customer experience.
Course Objectives:
By the conclusion of this course, you will be able to:
- Refine your current customer service capabilities and adopt innovative techniques to enhance the overall customer experience.
- Recognize your personal impact on customers and discover methods to strengthen that influence.
- Comprehend the defining traits of ‘The Likeable Organisation’ and effectively apply these principles.
- Employ a dedicated ‘toolkit’ to facilitate the development of strong customer relationships.
- Assess the critical role CRM plays in achieving business success.
- Determine how effective CRM implementation drives improvements in business performance.
Learning Outcomes
Upon completing this course, you will:
- Develop a concrete action plan to apply upon returning to work, allowing you to immediately implement your new knowledge and enhance your ability to manage customer relationships.
- Evaluate your influence on customers and pinpoint specific areas for improvement.
- Acquire a ‘toolkit’ that supports the creation of productive customer relationships, positioning you as a strategic partner in the eyes of the customer.
- Identify the mechanisms through which effective CRM boosts business performance.
Course Outline
- Customer profiles and the management of existing relationships
- “The Likeable Organisation”
- CRM Toolkit
- Spotting cross-selling opportunities
- Realizing CRM potential
- Personalized action plans for enhancing results
Need help picking the right course?
Customer Relationship Management (CRM) Training Course - Enquiry
Testimonials (3)
Joe was great, really engaging and knew his stuff. Great session, thank you again!
Cerys - Urenco
Course - Customer Relationship Management (CRM)
It was a very informative session and we came away with lots of useful improvement ideas to implement within our business. Joe was engaging and led discussions and activities well - the activities and topics covered were really interesting and we all learned a lot. It was a course that was also applicable to and useful for everyone, as there were a range of people in the room.
Emily Ferris - Urenco
Course - Customer Relationship Management (CRM)
It gave me a new perspective on CRM the last time I had training on this was 10 years ago and this was a brilliant opportunity to refresh and see some new skills
Marc Wilson - Urenco
Course - Customer Relationship Management (CRM)
Upcoming Courses
Related Courses
Advanced Odoo Development with Python, JavaScript, and OWL
28 HoursOdoo stands as a robust open-source ERP framework, leveraging Python and JavaScript to provide a modular architecture for crafting sophisticated business applications.
This instructor-led live training, available online or onsite, is tailored for intermediate to advanced developers aiming to master both the backend and frontend frameworks of Odoo. The curriculum covers Python ORM customization, OWL (Odoo Web Library) development, and the optimization of modules for Barcode and POS systems.
Upon completion of this training, participants will be equipped to:
- Create advanced Odoo modules utilizing Python, XML, and JavaScript.
- Customize and extend Odoo’s backend models, views, and controllers.
- Construct and enhance frontend components using OWL, specifically for POS and Barcode modules.
- Securely integrate APIs and third-party systems with Odoo.
- Debug, test, and deploy Odoo modules in accordance with industry best practices.
Course Format
- Interactive lectures and discussions.
- Live coding demonstrations paired with guided exercises.
- Practical module development within a real Odoo environment.
Course Customization Options
- For customized training requests, please contact us to arrange a tailored session.
HubSpot CRM
7 HoursThis instructor-led live training in the UAE (online or onsite) is designed for marketers who wish to create and optimize sales and marketing processes using HubSpot CRM.
By the end of this training, participants will be able to:
- Use HubSpot meeting tools to schedule meetings.
- Optimize business operations with HubSpot CRM.
- Create full-featured dashboards and reports for data analysis.
- Automate the sales and marketing workflow.
HubSpot PLC
7 HoursThis instructor-led live training in the UAE (available online or onsite) targets business analysts looking to use HubSpot services for product life cycle management.
By the end of this training, participants will be able to:
- Understand the stages of a product life cycle.
- Use HubSpot to optimize and manage a product life cycle.
- Know when to use the product life cycle in businesses.
Odoo for Developers
21 HoursIn this instructor-led live training (online or onsite), participants will learn how to use Odoo and start developing in Odoo for their organizations.
By the end of this training, participants will be able to:
- Install and configure Odoo.
- Understand the fundamentals of Odoo.
- Create their own Odoo module.
- Integrate third party tools to Odoo.
- Maximize the usage of Odoo's features.
Odoo for Accounting
14 HoursThis instructor-led, live training in the UAE (online or onsite) is aimed at intermediate-level accountants who wish to optimize their accounting processes using the features of the Odoo accounting module.
By the end of this training, participants will be able to:
- Master the accounts payable and receivable management features, including automation, customization, and optimization within Odoo.
- Leverage Odoo's advanced reporting tools to create custom financial reports, dashboards, and analyses that support strategic decision-making.
- Configure and manage multiple tax rates, jurisdictions, and budgetary controls effectively within Odoo.
- Establish best practices for managing sensitive financial data, setting up user permissions, and adhering to audit requirements.
Odoo for System Administrators
14 HoursThis instructor-led live training in the UAE is designed for system administrators who wish to install, configure, and manage an Odoo system.
Upon completion of this training, participants will be able to:
- Install, configure, and manage Odoo.
- Understand the core principles of Odoo.
- Develop their own Odoo modules.
- Integrate third-party tools with Odoo.
- Maximize the use of Odoo's features.
Odoo Administration: Key Modules for Business Operations
21 HoursThis instructor-led, live training in the UAE (online or onsite) is aimed at intermediate-level participants who wish to understand the configuration, management, and customization of Odoo modules to support business operations.
By the end of this training, participants will be able to:
- Configure and customize the Project and Planning modules to streamline task and resource management.
- Set up and manage Sales and Accounting modules, including Analytics Accounting Plan, to enhance financial tracking and reporting.
- Administer the Employee and Contact modules for improved HR and CRM processes.
- Leverage the Settings module to implement system-wide customizations and integrations.
- Optimize Odoo's functionality to align with organizational needs.
Odoo Inventory Management: Multi-Location, Traceability, and Logistics Optimization
14 HoursThis instructor-led, live training in the UAE (online or onsite) is aimed at intermediate-level professionals who wish to implement and manage the Odoo Inventory module efficiently across a central warehouse and multiple secondary locations, with strong emphasis on traceability and scalability.
By the end of this training, participants will be able to:
- Configure and manage a multi-location warehouse structure in Odoo.
- Track internal product movements and optimize transfers between warehouses.
- Record and trace purchase orders through reception and distribution.
- Enable and manage serial number and lot-based traceability.
- Design a scalable and well-organized inventory system aligned with best practices.
Odoo for Managers
7 HoursThis instructor-led live training in the UAE (available online or onsite) is designed for end-users who want to utilize Odoo to improve their business operations.
By the end of this training, participants will be able to:
- Understand how to implement an Odoo CRM system within their organization.
- Plan, analyze, and map business functions and processes to Odoo features.
- Integrate Odoo with other third-party tools and applications.
Odoo CRM, Marketing Automation and Dashboards
14 HoursThis course delivers practical training on utilizing Odoo to manage customer relationships, execute marketing campaigns, and develop business dashboards for performance monitoring.
Participants will learn to manage leads and opportunities via Odoo CRM, automate marketing activities such as email campaigns, and construct dashboards to track sales and marketing KPIs. The curriculum emphasizes hands-on exercises designed to help participants streamline workflows, enhance customer engagement, and make data-driven decisions using Odoo.
Veeva Commercial Cloud
14 HoursThis instructor-led, live training in the UAE (online or onsite) is designed for professionals seeking to leverage Veeva Commercial Cloud Engagement applications to deliver a personalized customer experience across multiple channels.
Upon completing this training, participants will be able to:
- Personalize customer interactions using Veeva CRM.
- Plan and execute enterprise events using Veeva Digital Events.
- Align sales territories using Veeva Align.
Veeva Vault
14 HoursVeeva Vault is a cloud-based content management platform and a suite of applications designed for life sciences companies.
This instructor-led, live training in the UAE (online or onsite) is designed for end-users who want to utilize Veeva Vault to enhance their management of life science documents and data.
Upon completion of this training, participants will be capable of managing documents, tracking product information, and collaborating effectively with other team members.
Getting Started with Zoho Creator
35 HoursZoho Creator is a SaaS-based platform for building enterprise-grade applications that operate seamlessly across any device.
During this instructor-led live training (available either onsite or remotely), participants will discover how to rapidly develop custom applications using Zoho Creator.
Upon completion of this training, participants will be equipped to:
- Efficiently set up, configure, and manage their Zoho Creator account
- Design and create forms and dashboards
- Establish workflows and business rules
- Automate recurring tasks and develop informative reporting pages
Audience
- Developers
- Business managers
Course Format
- Interactive lectures and discussions
- Extensive exercises and practical practice
- Hands-on implementation within a live-lab environment
Course Customization Options
- To request customized training for this course, please contact us to make arrangements.
Zoho CRM for Administrators
21 HoursZoho CRM is a SaaS-based Customer Relationship Management (CRM) system designed for tracking sales, managing contacts, conducting marketing activities, and engaging customers.
In this instructor-led live training (available onsite or remote), participants will learn how to set up and manage a Zoho CRM system.
By the end of this training, participants will be able to:
- Set up, configure and run their organization's account efficiently
- Manage users and automate sales processes
- Customize CRM solutions and secure customer data
Audience
- System administrators
Format of the Course
- Interactive lecture and discussion
- Lots of exercises and practice
- Hands-on implementation in a live-lab environment
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Zoho Desk: Setup and Operations
14 HoursZoho Desk serves as a cloud-based helpdesk solution engineered to optimize customer service activities via automation, omnichannel capabilities, ticket management, and performance analytics.
This instructor-led training session, available online or on-site, targets beginner to intermediate users seeking to effectively configure, manage, and enhance Zoho Desk to support their customer service processes.
Upon completion of this training, participants will be equipped to:
- Configure and tailor the Zoho Desk environment to suit their team's needs.
- Handle tickets, SLAs, and workflows across various support channels.
- Develop insightful reports and dashboards to monitor service performance.
- Apply best practices for automation, change control, and collaboration.
Course Format
- Interactive lectures and discussions.
- Numerous exercises and practical activities.
- Hands-on implementation within a live-lab environment.
Customization Options
- To arrange a customized training session for this course, please contact us.