CRM: CUSTOMER RELATIONSHIP MANAGEMENT

Strategy for managing relationships and interactions with your customers

Who will benefit?

Corporate Leaders, Customer service managers who want to understand how to gather more information about their customers to build strong customer relations.

 Why this material?

This training is designed by experts to boost leadership skills. It has been trained and updated since 2010.  

Why from URG?

Take full advantage of the combination of this live training and the eTraining access offered afterward. An exclusive offer in the Kenyan market.

 Why Now?

Do not just wait to gain experience through time and hardship. This training will allow you to boost your leadership skills NOW and gain a life time experience in just few days.

Take a look in your wallet. How many points, rewards, and loyalty cards do you have? These are all examples of Customer Relationship Management (CRM) programs. What does your company offer to reward existing customers and gain new ones?

IN SUMMARY: CUSTOMER RELATIONSHIP MANAGEMENT

This one-day course will introduce the different facets of Customer Relationship Management (CRM) to participants.

It will also help participants to identify who their customers really are, analyse the key components of CRM, and understand how it integrates within an organization.

As with many significant undertakings, undergoing a CRM review (even simply considering its implementation) requires learners to analyze technical and complicated systems.

This course 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.

WHAT YOU WILL LEARN

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This course will teach you how to make a decision about the need for CRM, the benefits of CRM, and how to coordinate the base requirements for a CRM undertaking.

TRAINING OBJECTIVES

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The terms and benefits of CRM on a company’s bottom line. 

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Analyse the different components of a CRM plan.

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Develop a checklist for readiness and success in CRM.

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Describe how CRM creates value for organizations and customers.

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Consider developmental roles that have the greatest impact on CRM.

TOPICS COVERED

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What CRM is and who it serves

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Checklist for success

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Requirement driven product selection

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Considerations in tool selection

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Strategies for customer retention

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Kouzes and Posner’s five leadership practices 

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Building the future

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Homegrown vs. application service provider

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The development team

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Evaluating and reviewing your program

HAVE SOMETHING IN MIND?

Let’s have a chat!

Training Curriculum:

In this 1 day training, participant will have the chance to engage with a professional qualified trainer and coach and participate in numerous exercises and live quizzes to acquire the skills, theories, methods in this training. 

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1 day. On Demand

(from 8:30 am to 4:30pm)
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KShs 10,000/= per participant 
(for corporate, contact us.)
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On Site training fees 40,000/=
(Max No. of participants 25)

What’s Included:

Instruction by an expert trainer
Small, interactive classes
Specialized manual and course materials
Personalized certificate of completion

Related Training:

Building Relationships for Success in Sales
Critical Elements of Customer Service
Advanced Sales Techniques
Managing Customer Service

Section One

1

  Course Overview

The first part of the day is about 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. 

2

  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.

3

  What CRM Is and Who It Serves

Next, participants will look at different types of CRM programs and the needs they can serve.

4

  Checklist for Success

This session will explore evaluation metrics and privacy issues.

5

  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.

Section Two 

6

  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.

7

  Strategies for Customer Retention

Next, participants will explore ways to retain customers through a large group discussion.

8

  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.

9

  Homegrown vs. Application Service Provider

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

10

  The Development Team

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

11

  Evaluating and Reviewing Your Program

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

Let’s GET STARTED

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