Using Customer Relationship Management (CRM) Course Overview

Using Customer Relationship Management (CRM) Course Overview

The "Using Customer Relationship Management (CRM)" course is designed to equip learners with the essential skills to effectively manage and leverage CRM tasks to enhance customer relations and drive sales growth. It begins with Module 1: Introduction, where participants learn to personalize their Home Dashboard to streamline CRM activities.

Throughout the course, learners will delve into setting up sales preferences, managing contacts and activities, and optimizing leads and prospects management in Modules 2, 3, and 4. Practical skills like creating online lead forms, setting up sales territories, and managing the sales pipeline will be covered.

Module 5 focuses on managing sales transactions, guiding learners through the creation and billing of sales orders. Finally, Module 6 emphasizes the importance of reporting, teaching participants to work with CRM reports and review sales and order status reports.

By the end of the course, learners will have a comprehensive understanding of CRM systems, equipped to improve customer interactions, streamline sales processes, and make data-driven decisions for business growth.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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Purchase This Course

550

  • Live Online Training (Duration : 8 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
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♱ Excluding VAT/GST

Classroom Training price is on request

  • Live Online Training (Duration : 8 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

Sure, here are the minimum required prerequisites for successfully undertaking training in the Using Customer Relationship Management (CRM) course:


  • Basic understanding of sales processes and strategies, such as lead generation, prospecting, and the sales cycle.
  • Familiarity with the concept of Customer Relationship Management and its role in improving customer engagement and sales.
  • Basic computer literacy, including the ability to navigate software interfaces and use email.
  • Proficiency in using web browsers and conducting online research.
  • Some experience with data entry and the ability to manage information systematically.
  • Good communication skills, as CRM often involves coordinating with team members and communicating with customers.
  • Willingness to learn and adapt to new software tools and technologies.

Please note that these prerequisites are designed to ensure that participants can make the most out of the training. The course is structured to cater to individuals with varying levels of experience, but a foundational knowledge in the areas mentioned above will help participants to quickly grasp the concepts discussed in the course.


Target Audience for Using Customer Relationship Management (CRM)

Koenig Solutions' CRM course equips professionals with the skills to optimize sales processes and manage customer relationships effectively.


  • Sales Managers
  • Customer Relationship Managers
  • Sales Executives
  • Marketing Professionals
  • Business Development Managers
  • CRM System Administrators
  • Account Managers
  • Sales Operations Analysts
  • IT Professionals implementing CRM solutions
  • Entrepreneurs and Business Owners seeking to improve customer engagement and sales efficiency
  • Customer Service Supervisors
  • CRM Consultants
  • Sales Data Analysts


Learning Objectives - What you will Learn in this Using Customer Relationship Management (CRM)?

Introduction to Learning Outcomes:

This course on Using Customer Relationship Management (CRM) provides comprehensive training to personalize CRM dashboards, manage sales processes, and analyze customer interactions for optimized sales performance.

Learning Objectives and Outcomes:

  • Personalize the CRM home dashboard to effectively manage and prioritize CRM tasks.
  • Create online lead forms to capture and integrate leads directly into the CRM system.
  • Set up sales rules, territories, quotas, forecasts, and commission structures to align sales processes with business goals.
  • Manage contacts by creating and organizing new leads, prospects, customers, and associated activities.
  • Utilize email templates for efficient communication and manage customer interactions to build lasting relationships.
  • Convert leads to prospects and opportunities, ensuring a structured follow-up and sales pipeline management.
  • Create, print, and email quotes, and manage multiple quotes to aid accurate sales forecasting.
  • Generate sales orders from quotes, understand the approval process, and manage the billing and cash sale creation.
  • Utilize CRM reporting tools to analyze sales reports and order status, enabling data-driven business decisions.
  • Understand the management of the sales transactions lifecycle, from opportunity creation to closing sales and post-sale service.

FAQ's


You can pay through debit/credit card or bank wire transfer.
Yes you can request your customer experience manager for the same.
Yes, course requiring practical include hands-on labs.
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Yes, we also offer weekend classes.
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You can request a refund if you do not wish to enroll in the course.
Yes, Koenig follows a BYOL(Bring Your Own Laptop) policy.
It is recommended but not mandatory. Being acquainted with the basic course material will enable you and the trainer to move at a desired pace during classes.You can access courseware for most vendors.
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Buy-Now. Pay-Later option is available using credit card in USA and India only.
You will receive the letter of course attendance post training completion via learning enhancement tool after registration.
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To receive an acknowledgment of your online payment, you should have a valid email address. At the point when you enter your name, Visa, and other data, you have the option of entering your email address. Would it be a good idea for you to decide to enter your email address, confirmation of your payment will be emailed to you.
After you submit your payment, you will land on the payment confirmation screen.It contains your payment confirmation message. You will likewise get a confirmation email after your transaction is submitted.
We do accept all major credit cards from Visa, Mastercard, American Express, and Discover.
Credit card transactions normally take 48 hours to settle. Approval is given right away; however,it takes 48 hours for the money to be moved.
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We use the best standards in Internet security. Any data retained is not shared with third parties.
Yes, you can pay from the course page and flexi page.
1-on-1 Public - Select your start date. Other students can be merged.
1-on-1 Private - Select your start date. You will be the only student in the class.
Yes, fee excludes local taxes.
Yes, we do.
Schedule for Group Training is decided by Koenig. Schedule for 1-on-1 is decided by you.
In 1 on 1 Public you can select your own schedule, other students can be merged. Choose 1-on-1 if published schedule doesn't meet your requirement. If you want a private session, opt for 1-on-1 Private.

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