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Course Description

As with many significant undertakings, undergoing a CRM review (even simply considering its implementation) requires learners to analyze technical and complicated systems. This one-day workshop sorts through a myriad of information and brings you the basics you need to make a decision about the need for CRM, its benefits, and how to coordinate the base requirements for a CRM undertaking.

Learner Outcomes

Upon successful completion of the course participants will be able to:

  1. Develop an understanding of the terms and benefits of CRM on a company’s bottom line;
  2. Analyze the different components of a CRM plan;
  3. Develop a checklist for readiness and success in CRM;
  4. Develop an understanding of how CRM creates value for organizations and customers;
  5. Consider developmental roles that have the greatest impact on CRM.
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