CRM Best Practice Training

CRM/CE Best Practices training  is conducted in staff peer groups ensuring specific needs are facilitated.  A range of adult learning techniques is used to ensure effective information transfer and retention.

Critical aspects of the system are concentrated on, especially the areas that the staff will be using immediately in their roles.

Benefits:

• Staff trained to their specific role requirements.
• SRD Group’s extensive Sales and Marketing Management experience and Sales and Account
• Management Training skills leveraged and incorporated extensively in the training.
• Trainees immediately apply knowledge and skills learned.
• Adult learning methods ensure impact and retention.
• Removes confusion or ambiguity sometimes experienced by staff.
• Facilitates creative breakthrough to realise the benefits of the new system.
• Quicker measurable return on investment realised as staff accept new ways earlier.

Why?

A CRM/CE system is a tool – the skills and knowledge required to maximise this tool are not inherent in the software but in the understanding and experience of business and in particular, Sales and Marketing.

Understanding how to navigate a system does not ensure it will be applied in the capacity it has been designed for. Understanding how it will benefit me, others and the organisation in achieving both strategic and tactical objectives, as well as improve efficiency and effectiveness does. This requires individuals who have broad business knowledge and a strong Sales, Marketing and CRM background – SRD Group Consultants.

Our Methodology

To deliver CRM/CE Best Practice training, we leverage our extensive experience in Sales and Marketing Management and stand alone Sales and Account Management Training experience to maximum affect. We provide the participants with the empathy of having ‘been there done that’ – we are not technology trainers! We develop the program  material and train your Best Practices through role and business process rather than the normal navigational training. This training is all designed to achieve the short, medium and long term objectives agreed upon during Best Practice development.

We often uncover the need for a particular focus on other lacking skills such as sales skills, key account management, sales management, and team management. SRD Group then either develops the programs as required and tailored to the identified needs of the organisation, or works with the client to engage a third party expert.

Please contact us for more information.

 > Mentoring in CRM Utilisation

Useful CRM Best Practice Training links

Employee CRM Best Practice Training
CRM Best Practice training - Earning Loyalty One Customer at a Time
CRM Best Practices - The experiences of Boise