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CRM: An Introduction to Customer Relationship Management Training Materials

Fully Customizable

This one-day course will help you introduce the different facets of Customer Relationship Management (CRM) to participants and show them how to identify who their customers really are, analyze the key components of CRM, and understand how it integrates within an organization.

This course will help you teach participants how to:
- Develop an understanding of the terms and benefits of CRM on a company’s bottom line.
- Analyze the different components of a CRM plan.
- Develop their checklist for readiness and success in CRM.
- Identify how CRM creates value for organizations and customers.
- Identify developmental roles that have the greatest impact on CRM.

Learn more... Course Outline 

 

Target Audience

Our courseware is primarily purchased by five types of trainer; HR managers, corporate trainers, private training firms, educational institutions, or private consultants. The target audience varies on the instructor and the type of training required by a particular organization.

The students for this course are usually customer relation staff or managers involved in customer relations.

What You Actually Receive
  • Student Workbook Customizable. Can be opened in Word and you can make any change you like. 1
  • Instructor Guide Customizable. Offers additional instructor information. 2
  • Ice Breakers and Activities Customizable. Choose from a folder filled with with activities to use in the classroom. 3
  • Pre-Assignment Customizable. Evaluate your participants prior to the training and gain valuable insight to their expectations,   needs and current understanding of the subject matter. 4
  • Course Outline Customizable. Detailed course outlines help you stay on track. 5
  • PowerPoint Slides Customizable. We’ve even done your presentation slides for you. 6
  • Recommended Reading Lists Customizable. Provide you students with a summary of additional materials on the subject matter. 7
  • Promotional Advertorial Customizable. Advertise your training internally or externally with these detailed sell sheets. 8

Courseware.co.uk is the only European organization authorized to sell Velsoft courseware. Velsoft Courseware offers training material as a customizable product and does so in a way that differentiates it in the workplace learning and performance market. Velsoft sells ‘courseware’. The term courseware has been around for years but, because of the Internet, courseware as a product has become a growing, preferred method of purchasing instructor-led training material. Courseware (short for course material in a software format) is considered software. In particular, it is software designed to eliminate prep time by providing proven, pre-written courses in an electronic format. The electronic aspect offers several key advantages such as instant access and customizable flexibility so the trainer can ‘localize’ the content.
 
As an instructor, you simply open this CRM: An Introduction to Customer Relationship Management course material in Microsoft Word (or any word processing program). You have the rights (for your location) to edit the content to suite you or your students’ needs. Instantly you have your course… we have saved you hundreds of hours, thousands of dollars and given you the confidence to walk into the classroom. All you do is simply print-on-demand as many course workbooks as you need – when you need them.

You Also Receive
  • Customizable Rights are given on a per site location to edit the content to suit the training needs or corporate environment. 1
  • Instantly Available Courses are instantly available as a download or can be shipped on CD. 2
  • Proven Velsoft courses are used every day by thousands of trainers in countries all over the world.

    Before release, each Velsoft course is tested in the classroom and sent to beta testers. Some courses are also tested at St. Mary’s University via Kay Parker (for more detail see the last step in section titled How Courseware is Created).
    3
  • Easy to use All courses and materials are easily opened in Microsoft Word or any word processing program. 4
  • Print-on-demand Instructors only print what they need, when they need it. 5
  • Flexible Instructors can easily remove sections, combine courses, ‘localize’ examples, add new content, etc. 6
  • Unlimited number of users Rights are sold on a per location basis. Each location is permitted to use the material with as many staff at the location as they like (including future training). 7
  • No annual renewal fees Organizations are not required to pay renewal fees. 8
  • Unlimited re-printing rights Ongoing use means organizations are not limited to the number of times they can reprint the course material. 9

CRM: An Introduction to Customer Relationship Management Training Outline

Introduction and Course Overview You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.

Customer Relationship Management To begin, participants will look at what CRM programs they are involved in and how these programs have affected their lives. Participants will also explore the meaning of CRM and its potential value.

What CRM Is and Who It Serves Next, participants will look at different types of CRM programs and the needs they can serve.

Checklist for Success This session will explore evaluation metrics and privacy issues.

Requirement Driven Product Selection During this session, participants will look at the Requirement Driven Product Selection process. This process requires defining the business need (or pain or problem, depending on the issue), deciding which functions are needed to meet the requirements, and then defining the products that support the selection.

Considerations in Tool Selection This session will look at ways to narrow the scope of your field and to get the right people to move your CRM program along.

Strategies for Customer Retention Next, participants will explore ways to retain customers through a large group discussion.

Building the Future During this session, participants will explore the four pillars of CRM and how they can use them to help others embrace the CRM plan.

Homegrown vs. the Application Service Provider Participants will look at the advantages and disadvantages of developing a program in-house versus using an Application Service Provider.

The Development Team This session will give participants the framework for building a stellar CRM team.

Evaluating and Reviewing Your Program To conclude the day, participants will look at some evaluation tools, including customer profiles and life cycles.

Workshop Wrap-Up At the end of the day, students will have an opportunity to ask questions and fill out an action plan.

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Includes Instructor Guide, Student Workbook, PowerPoint Slides, Course Timings, Review Questions, plus more...

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Content is available for many business disciplines as well as Microsoft Office, Adobe and many other training products. Essentially, we’ve packaged the classroom   prep time into an affordable, effective product.

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This course can be purchased individually or as part of the Sales and Marketing Bundle. Also included in this bundle are:

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