Customer Relationship Management (CRM) for Sales Training Course

Customer Relationship Management (CRM) for Sales Training Course

This comprehensive 5-day training course is specifically designed for sales professionals looking to harness the full power of Customer Relationship Management (CRM) systems. In today's competitive landscape, effective CRM is not just a tool but a strategic imperative for sales success. This course will guide participants through the core functionalities of CRM, demonstrating how to leverage it to streamline sales processes, enhance customer interactions, and drive revenue growth. Participants will learn how to effectively manage leads, optimize sales pipelines, and foster stronger, more profitable customer relationships.

The course delves into various critical aspects of CRM, including lead management, opportunity tracking, customer service integration, sales forecasting, and marketing automation. Through hands-on exercises, practical case studies, and real-world scenarios, attendees will gain a deep understanding of how to utilize CRM to gain a 360-degree view of their customers, personalize communication, and ultimately improve sales performance. The focus will be on practical application, enabling participants to implement CRM best practices immediately in their roles.


Who Should Attend the Training

  • Sales Representatives
  • Sales Managers
  • Account Managers
  • Business Development Professionals
  • CRM Administrators
  • Marketing Professionals who collaborate with sales
  • Anyone involved in customer data management and sales processes

Objectives of the Training

Upon completion of this course, participants will be able to:

  • Understand the strategic importance of CRM in modern sales.
  • Effectively navigate and utilize key features of a CRM system.
  • Manage leads from initial contact to conversion within the CRM.
  • Optimize sales opportunities and pipeline stages for greater efficiency.
  • Leverage CRM to enhance customer service and support interactions.
  • Generate accurate sales forecasts and reports using CRM data.
  • Understand the integration of CRM with marketing automation tools.
  • Implement best practices for data management and integrity within CRM.
  • Apply advanced CRM strategies to improve sales effectiveness and customer loyalty.
  • Stay updated on emerging trends in CRM technology and its impact on sales.

Personal Benefits

  • Increased efficiency in managing sales activities
  • Improved ability to track and nurture leads
  • Enhanced data-driven decision-making in sales
  • Better organization of customer information
  • Greater understanding of sales pipeline health
  • Boosted personal sales productivity and goal attainment

Organizational Benefits

  • Streamlined sales processes and improved workflow efficiency
  • Enhanced customer satisfaction and retention rates
  • More accurate sales forecasting and reporting
  • Improved collaboration between sales and marketing teams
  • Better understanding of customer behavior and preferences
  • Increased sales revenue and profitability through optimized CRM usage

Training Methodology

This course employs a highly interactive and hands-on training methodology to ensure practical skill development and immediate application. The approach includes:

  • Interactive lectures and guided discussions
  • Live demonstrations of CRM functionalities (generic platform)
  • Practical exercises and simulated CRM scenarios
  • Case studies focusing on real-world CRM implementations
  • Group activities and collaborative problem-solving
  • Q&A sessions and individualized troubleshooting

Trainer Experience

Our trainers are highly experienced sales leaders and CRM specialists with deep expertise in implementing, optimizing, and utilizing CRM systems for sales growth. They possess a strong understanding of sales processes and how CRM can be strategically applied to drive performance. Their practical experience across various CRM platforms ensures that participants gain actionable insights and best practices.


Quality Statement

We are committed to delivering high-quality training programs that provide tangible value. Our courses are meticulously designed, continually updated to reflect current industry trends, and delivered by expert trainers dedicated to fostering a practical and enriching learning environment. We strive to empower participants with the skills and confidence to excel in their professional roles.


Tailor-made courses

We understand that organizations often utilize specific CRM platforms and have unique sales workflows. Therefore, we offer tailor-made versions of this course, which can be adapted to focus on your organization's specific CRM system and integrate your existing sales processes. Contact us to discuss how we can design a bespoke training solution for your team.


 

Course Duration: 5 days

Training fee: USD 1300

Module 1: Introduction to CRM and its Role in Sales

  • What is CRM? Core Concepts and Benefits
  • The Evolution of CRM: From Database to Strategic Tool
  • Why CRM is Essential for Modern Sales Teams
  • Overview of Common CRM Systems (e.g., Salesforce, HubSpot, Zoho CRM)
  • CRM's Impact on the Sales Cycle and Customer Journey
  • Practical session: Exploring different CRM interfaces and identifying key dashboards

Module 2: Understanding the Customer Lifecycle

  • Mapping the Customer Journey with CRM
  • Identifying Key Touchpoints for Sales Engagement
  • How CRM Supports Each Stage of the Customer Lifecycle
  • Personalized Customer Interactions Through CRM Data
  • Customer Segmentation for Targeted Sales Efforts
  • Practical session: Mapping a customer journey for a specific product/service

Module 3: CRM System Features and Functionality

  • Navigating the CRM Interface: Dashboards, Reports, and Modules
  • Managing Contacts, Accounts, and Leads
  • Customizing CRM Views and Fields
  • Setting Up Tasks, Activities, and Reminders
  • Introduction to CRM Mobile Applications
  • Practical session: Hands-on exercise: Creating new contacts and logging activities in a simulated CRM environment

Module 4: Lead Management and Qualification within CRM

  • Capturing and Importing Leads into CRM
  • Lead Scoring and Prioritization Techniques
  • Automating Lead Assignment and Nurturing Workflows
  • Qualifying Leads Effectively using CRM Data
  • Converting Leads to Opportunities in CRM
  • Practical session: Configuring lead capture forms and setting up basic lead qualification rules

Module 5: Opportunity Management and Sales Pipeline Optimization

  • Creating and Managing Sales Opportunities in CRM
  • Defining and Customizing Sales Pipeline Stages
  • Moving Opportunities Through the Sales Funnel
  • Tracking Sales Activities and Communications within Opportunities
  • Identifying and Addressing Pipeline Bottlenecks
  • Practical session: Simulating a sales opportunity progression through different pipeline stages

Module 6: Enhancing Customer Service and Support with CRM

  • Integrating Sales and Customer Service Functions in CRM
  • Tracking Customer Interactions and Support Tickets
  • Utilizing CRM for Proactive Customer Engagement
  • Building a Comprehensive Customer History Database
  • Leveraging CRM Data for Personalized Follow-Ups
  • Practical session: Reviewing customer support cases within a CRM and identifying sales opportunities

Module 7: Sales Forecasting and Reporting with CRM Data

  • Understanding Sales Forecasting Methodologies
  • Generating Standard Sales Reports from CRM
  • Customizing Reports for Specific Sales Metrics
  • Analyzing Sales Performance and Identifying Trends
  • Utilizing Dashboards for Real-Time Sales Insights
  • Practical session: Creating custom sales reports and dashboards to track key performance indicators

Module 8: Marketing Automation and CRM Integration

  • The Synergy Between CRM and Marketing Automation
  • Integrating CRM with Email Marketing Platforms
  • Tracking Marketing Campaign Effectiveness in CRM
  • Automating Follow-Up Sequences Based on Customer Behavior
  • Lead Nurturing through Integrated Marketing and Sales
  • Practical session: Discussing scenarios for CRM-marketing automation integration and workflow design

Module 9: Data Management and Best Practices in CRM

  • Importance of Data Accuracy and Consistency
  • Strategies for Data Cleansing and Deduplication
  • User Adoption Strategies for CRM Success
  • Security and Privacy Considerations in CRM
  • Best Practices for Maximizing CRM Utilization
  • Practical session: Developing a CRM data entry protocol and data quality checklist

Module 10: Advanced CRM Strategies and Future Trends

  • Leveraging CRM for Upselling and Cross-Selling
  • Implementing Account-Based Marketing (ABM) with CRM
  • AI and Machine Learning in CRM for Predictive Sales
  • Mobile CRM and Remote Sales Enablement
  • The Future of CRM and its Impact on Sales Professionals
  • Practical session: Brainstorming advanced CRM applications for specific sales challenges

Requirements:

·       Participants should be reasonably proficient in English.

·       Applicants must live up to Armstrong Global Institute admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free

2. What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.

3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.

4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

5. Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@armstrongglobalinstitute.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254725012095 / +254724452588

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above – Cheque Payments to: Armstrong Global Training & Development Center Limited should be paid in advance, 5 days to the training.

2. Invoice: We can send a bill directly to you or your company.

3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.

2. Participants may cancel attendance 14 days or more prior to the training commencement date.

3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor Made Courses

This training course can also be customized for your institution upon request for a minimum of 5 participants. You can have it conducted at our Training Centre or at a convenient location. For further inquiries, please contact us on Tel: +254720272325 / +254725012095 / +254724452588 or Email training@armstrongglobalinstitute.com

Accommodation and Airport Transfer

Accommodation and Airport Transfer is arranged upon request and at extra cost. For reservations contact the Training Officer on Email: training@armstrongglobalinstitute.com or on Tel: +254720272325 / +254725012095 / +254724452588

 

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