What's Included in the Course?
Our CRM Program training course includes a 40-page, step-by-step, Consulting Methodology that highlights our premium tool-kit of 19 premium tools & templates to help you develop and launch a CRM Program that meets your marketing objectives. You will also
have access to a Benchmark Report and How-To Guides to faciliate learning and employee development.
Stages of this methodology include:
This course also provides the following research and training to help you better understand CRM and how to apply best practices to your organization.
- Sales & Marketing Alignment: Benchmarks, Insights & Advice
- Are You Customer Centric?
- Are You Prepared for CRM?
- CRM Consulting Partners Revealed
- Develop Customer-Centricity with CRM
- Documenting Sales Call Opportunities
- Evaluating Hosted CRM
- The Importance of Social CRM
Premium Tools & Templates
- CRM Readiness Assessment
- Sales & Marketing Alignment Tool
- Customer Profile Tool
- Customer Satisfaction Survey
- CRM Program Strategy Scorecard
- CRM Program Prioritization Tool
- CRM Requirements Roadmap
- CRM Project Charter
- CRM Project Schedule
- CRM Business Case
- CRM System RFP Template
- CRM Vendor Evaluation Matrix
- CRM Consulting Services RFP Template
- Lead Qualification Process Diagram
- CRM Administrator Job Description
- Sales Playbook
- CRM Program Metrics Dashboard
- CRM Maturity Assessment
- Project Management Methodology