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An Introduction to Customer Relationship Management

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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.

How You Will Benefit:

  • Develop an understanding of the terms and benefits of CRM on a company‚Äôs bottom line
  • Analyze the different components of a CRM plan
  • Develop a checklist for readiness and success in CRM
  • Develop an understanding of how CRM creates value for organizations and customers
  • Consider developmental roles that have the greatest impact on CRM

What You Will Cover:

  • What CRM is and who it serves
  • Checklist for success
  • Requirement driven product selection
  • Considerations in tool selection
  • Strategies for customer retention
  • Building the future
  • Homegrown vs. the application service provider
  • The development team
  • Evaluating and reviewing your program