CRM business training

CRM business training

Real commercial expertise. Clear answers.

We’ve been working with the top teams of organisations both large and small for over two decades, helping them to understand CRM and use it to grow their businesses.

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To find out more about our CRM training courses, please get in touch. We’ll be happy to help.

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CRM business training

For leaders and stakeholders

We help business leaders and stakeholders better understand how CRM can best work for them – including how to integrate it into the way the company operates.

Learning topics

Not only can our courses be adapted to any organisation’s needs, we can provide business training on almost any aspect of CRM.

When covering this learning topic, typical subject components include:

  • Understanding partner model and typical project structures
  • Identifying project members and subject-matter experts
  • Process and requirements analysis ahead of engagement
  • Understanding out-of-the box capabilities
  • Understanding different approaches to solution-building

When covering this learning topic, typical subject components include:

  • Understanding the impact of a CRM strategy
  • Developing the business case

When covering this learning topic, typical subject components include:

  • Identifying measures of success
  • Using CRM systems to report on success
  • Areas on which to focus

When covering this learning topic, typical subject components include:

  • Understanding the CRM sales cycle
  • Using lead and opportunity management to drive sales
  • Using the customer model to develop better relationships
  • Working with products, quotes and orders

When covering this learning topic, typical subject components include:

  • Understanding the CRM service cycle
  • Understanding Cases and Queue          
  • Working with service level agreements
  • Integrating with Microsoft portals

When covering this learning topic, typical subject components include:

  • Lead-generation methods
  • E-mail marketing and automating marketing processes
  • Event management with CRM
  • Integrating marketing with LinkedIn

Giving business leaders the knowledge to make better decisions.

Business leaders often have to make wide-ranging, important (and often expensive) decisions involving technologies which are outside their experience. Most ready explanations can be too technical and lack commercial perspective. Not so with CRM Knowledge. We have years of commercial experience – and have worked with the top teams of many businesses to help them understand what CRM is, how CRM systems work and, most importantly, how their businesses can benefit from them. We’re here to help organisations to cut through the noise and make decisions which carry them forward more effectively.

What you need to know, when you need to know it.

Business leaders and stakeholders don’t need to become CRM experts. They don’t need to know all of the technical details of how CRM systems work. They need specific answers to specific questions. They need to know what CRM can do for them, for their team and for the part of the business for which they are responsible. That’s what we provide. And we don’t just deliver a single event and walk away – we can remain with you, offering support and consulting services, at every stage along your CRM journey.