Improve usage

OF ITS CRM

This training will enable you to acquire solid skills and knowledge regarding CRM solution management. You will be able to understand the link between the customer lifecycle and the concepts of leads/accounts/contacts and use the CRM to improve relationships with prospects and customers.

DISCOVER OUR TRAINING

Objectives

Intra

Our in-house sessions allow you to customize the training to your specific context and challenges, with specific anchoring options.

Discover our program

Content

Training access time: The training can start 8 days after the agreement is signed or the OPCO support agreement is received.

New for 2024

Program

Training schedule

CRM concepts and objects

The CRM glossary
The map of CRM objects

Managing my accounts and contacts

Contact and Account Typology
Managing events and tasks

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 steering

Reporting guide
User guide for the sales report by customer

After the training

Knowledge validation questionnaire

Before each session

Participants complete the corresponding e-learning module.

During the session

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

After each session

Participants complete practical exercises relevant to their own context.

TRAINING MODALITIES

Public

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

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

Prerequisites

A positioning questionnaire is sent before the start of the training to assess the level before entering the training.

Evaluation

At the end of the training, participants will receive a questionnaire to validate their learning and establish the extent to which the training objectives have been achieved.

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

MANY TRAINING COURSES AVAILABLE

Also discover

Generate marketing leads

Training to build your persona, deploy a growth hacking strategy, track your leads, and optimize the marketing/sales process.

Organize your sales activity

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

Would you like to discuss your training needs?

Optimize your Customer Management with CRM Training

Do you want to improve customer relationship management within your company? A CRM (Customer Relationship Management) training course 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 of such training for your company? What skills will you acquire through CRM training?

Choosing a Tailored CRM Training Program

Choosing a CRM training program tailored to your needs may seem complex, but a few key elements can guide your selection. First, assess your team's current customer relationship management skills and identify any gaps. Then, look for CRM training programs that cover these specific areas. Also, ensure the training offers a balance between theory and practice, with real-world case studies and practical exercises.

Benefits of CRM Training for Your Company

The advantages of CRM training for your company are numerous and varied. First of all, better customer relationship management can lead to increased sales and revenue, thanks to improved customer loyalty and more efficient sales processes. In addition, optimized customer management can improve customer satisfaction and loyalty, thereby strengthening your company's reputation. In addition, CRM training can also contribute to improving operational efficiency by streamlining processes and reducing costs.

Skills Acquired Through CRM Training

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

Explore CRM Training Possibilities

There is a variety of CRM training programs available, ranging from online CRM tutorials to in-person training courses taught by industry experts. Some programs focus on specific aspects of customer relationship management, such as lead management or customer service, while others offer more comprehensive training. By choosing the program that best suits your needs and goals, you can ensure that your investment in CRM training will be profitable in the long term.

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