CRM: An Introduction to Customer Relationship Management



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’s 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


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