• The Planning for CRM Success Workshop

    Improving the ROI on your CRM Investments

  • Building Your Roadmap for Improved Customer Relationship Management

    This non-technical workshop can be designed for organizations just getting started with CRM or for those looking to improve the ROI on their existing CRM Investments.

    Description: Business workshop on implementing CRM strategies

    Program Outline

    Customer Relationship Management is the business philosophy that lets you know your customers better, share information more thoroughly, and interact more completely. In business, this can only be achieved through the integration of people, business processes, and the use of CRM and related technologies. This is a non-technical workshop designed for business professionals on how to plan and implement successful CRM strategies. This workshop can be facilitated as an in-house custom program or conference workshop or breakout session.

    Program Outcomes

    On completion of this fast paced non-technical workshop, learners will be able to:

    • Clearly understanding what the benefits and importance of CRM is to your strategic business initiatives
    • More accurately estimate the budgets, timelines and tasks for CRM Implementations
    • Define processes and strategies that will help better define and manage customer, prospect and partner touch-points
    • Better measure customer interactions, sales productivity, and opportunity management
    • Increase profitability by identifying and eliminating or reassigning non-productive tasks
    • Put into action proven techniques to plan, implement and support successful CRM initiatives

    Who should attend?

    This is a non-technical course and is beneficial to:

    • Business Leaders responsible for implementing company-wide CRM solutions
    • Managers responsible for sales, marketing or customer service automation
    • IT/CRM Professionals and Project Managers
    • CRM Developers

    Program Details

    • The 3 Pillars of CRM Success - People, Process and Technology
    • Understanding CRM Applications:
      • Sales Force Automation
      • Marketing Automation
      • Customer Service
      • Partner Relationship Management
      • Field Service
      • Project Service
      • Gamification
      • Portals
      • Social Insights & Listening
      • xRM Applications
    • The benefits of CRM for
      • C Level Executives
      • Marketing Teams
      • Sales Management
      • Project & Field Service
      • Customer Service
      • IT Managemen
    • Avoiding CRM project failures and pitfalls
    • CRM project planning
      • Building Your CRM roadmap and project plan
      • Setting budgets, time requirements, priorities, and project objectives
      • Assemble your CRM project team
      • Mapping your CRM business processes
      • Planning your CRM project
      • Designing your CRM system
      • Planning your CRM technology
      • Best Practices for Training
      • Building a successful user adoption program
      • Winning with People & Managing Change
      • Creating the culture of CRM
      • Planning for the future
  • Connect With Us





    Ph: 905-430-6922

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