Demand Metric

Training Course: CRM Program

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:

  1. Prepare
  2. Plan
  3. Select
  4. Implement
  5. Roll-Out
  6. Optimize

This course also provides the following research and training to help you better understand CRM and how to apply best practices to your organization.

Benchmark Reports:

  • Sales & Marketing Alignment: Benchmarks, Insights & Advice

How-To Guides:

  • 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

  1. CRM Readiness Assessment
  2. Sales & Marketing Alignment Tool
  3. Customer Profile Tool
  4. Customer Satisfaction Survey
  5. CRM Program Strategy Scorecard
  6. CRM Program Prioritization Tool
  7. CRM Requirements Roadmap
  8. CRM Project Charter
  9. CRM Project Schedule
  10. CRM Business Case
  11. CRM System RFP Template
  12. CRM Vendor Evaluation Matrix
  13. CRM Consulting Services RFP Template
  14. Lead Qualification Process Diagram
  15. CRM Administrator Job Description
  16. Sales Playbook
  17. CRM Program Metrics Dashboard
  18. CRM Maturity Assessment
  19. Project Management Methodology