Improving utilization

OF ITS CRM

This training course will give you solid skills and knowledge in managing a CRM solution. In particular, you'll be able to understand the link between the customer lifecycle and the notions of leads/accounts/contacts, and use CRM to improve relationships with prospects and customers.

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Objectives

Intra

Our INTRA sessions enable you to customize the training to your context and challenges, with specific anchoring options.

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Training start date: Training can start 8 days after signature of the agreement or receipt of the OPCO funding agreement.

New for 2024

Program

Training schedule

CRM concepts and objects

CRM glossary
CRM object map

Managing my accounts and contacts

Typology of Contacts and Accounts
Event and task management

Opportunities and the sales cycle

Key opportunity data
CRM pipeline checklist

Operational tasks and activities

Task creation guide
Ringover x Sellsy user guide

Reporting and management

Reporting guide
Sales report by customer user guide

After training

Questionnaire for validating prior learning

Before each session

Participants complete the corresponding e-learning.

During the session

The trainer leads with quizzes, individual or collaborative exercises, challenges and role-playing.

After each session

Participants are given exercises to apply in their own context.

TRAINING METHODS

Public

Sales people, business developers, technical sales people, consultants, sales managers.

All our training courses are accessible to people with disabilities. Contact us for specific support tailored to your needs.

Prerequisites

A placement questionnaire is sent out before the start of the course to assess the level of the trainee's skills.

Evaluation

At the end of the course, participants will be given a questionnaire to validate their learning and establish the extent to which they have achieved their training objectives.

The results of this questionnaire will be given back to the customer at the end of the training, during a post-training follow-up meeting (debriefing).

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Training to organize your prospecting work by determining the relevant segmentation criteria, or to automate your activity.

Would you like to discuss your training needs?

Optimize your Customer Management with CRM Training

Would you like to improve your company's customer relationship management? CRM (Customer Relationship Management) training is the key to mastering this essential aspect of your business. But how do you choose the CRM training that best suits your needs? What are the benefits for your company? What skills will you acquire through CRM training?

Choosing the right CRM training

Choosing the right CRM training for your needs may seem complex, but there are a few key elements that can help you in your selection. First, assess your team's current CRM skills and identify any gaps that need to be filled. Then, look for CRM training programs that cover these specific areas. Also make sure that the training offers a balance between theory and practice, with case studies and hands-on exercises.

Benefits of CRM training for your company

The benefits of CRM training for your company are many and varied. Firstly, better customer relationship management can lead to increased sales and revenues, thanks to improved customer retention and more efficient sales processes. What's more, optimized customer management can improve customer satisfaction and loyalty, boosting your company's reputation. What's more, CRM training can also help improve operational efficiency, streamlining processes and reducing costs.

Skills acquired through CRM training

A CRM training course will enable you to acquire a wide range of skills essential for effective customer relationship management. You'll learn how to use CRM software effectively to track and manage customer interactions, analyze data to identify trends, and personalize interactions to meet individual customer needs. In addition, you'll develop communication, time management and problem-solving skills, all of which are essential for successful customer management.

Explore CRM Training Opportunities

There are a variety of CRM training programs available, ranging from online CRM tutorials to face-to-face training delivered by industry experts. Some programs focus on specific aspects of CRM, such as lead management or customer service, while others offer more comprehensive training. By choosing the program that best suits your needs and objectives, you can ensure that your investment in CRM training will pay off in the long term.

In conclusion, CRM training is a valuable investment for any company looking to improve its customer relationship management. By choosing the right training, exploring the benefits to your business and developing the necessary skills, you can transform the way you interact with your customers and drive business growth.