Technologies / Programming

Customer Relationship Management (CRM)

Customer Relationship Management training introduces participants to the world of modern CRM systems, focusing on the practical aspects of their implementation and use in an organization. The workshop program covers both technical and process aspects, showing how to effectively use CRM tools to build lasting relationships with customers. Participants will learn best practices for customizing CRM systems and integrating them with existing business processes, maximizing the business value of implemented solutions.

Issues

CRM systems
Sales processes
Marketing automation
Lead management
Analysis of customer data
Integration of systems
Data protection
Business reporting
Process optimization
Implementation methodologies
Customer Journey
Sales KPIs

Benefits

Ability to design CRM processes
Knowledge of implementation best practices
Ability to optimize sales processes
Ability to manage customer data
Knowledge of process automation
Ability to analyze the effectiveness of operations
Ability to integrate systems
Knowledge of legal aspects and RODO

Who is this training for?

Managers for the business. customer service

Sales specialists

CRM system administrators

Business analysts

Sales team leaders

Marketing specialists

Implementation project coordinators

Employees of customer support departments

Prerequisites

Basic knowledge of business processes
Experience in working with customers
Understand the sales cycle
Knowledge of the basics of data management
Basics of business analysis

Training program

Customer data models

Integration with external systems
Customer data management
Data collection and organization
Customer segmentation
Customer path analysis

Process automation
Workflow and processes
Marketing automation

Reporting and analytics
Implementation and optimization
Implementation methodologies

Performance measurement
System development

Delivery Methods

Online

Convenience of participating from anywhere
Interactive live sessions with trainer
Materials available for 30 days
No travel costs

On-site

Direct contact with trainer and group
Intensive hands-on workshops
Networking with other participants
Full focus on learning

Frequently asked questions

What are the prerequisites for this training?

For Customer Relationship Management (CRM) we recommend: Basic knowledge of business processes; Experience in working with customers; Understand the sales cycle.

What is the format and duration of this training?

The training lasts 1 day and is available in online and on-site format. Sessions run from 9:00 AM to 4:00 PM. We can also customize the schedule to fit your team's needs.

Who is this training designed for?

This training is designed for: Managers for the business. customer service; Sales specialists; CRM system administrators.