Customer relations, commerce, and sales
Example Business Strategy Training Program
Titled
Sales force training for a major event group on the CRM tool
Prerequisites
Being a collaborator within the group in one of these three categories: sales representatives, managers, or «support» functions – with the exception of certain members from other group subsidiaries
Learning Objectives
Upon completion of the training, employees will be able to master the CRM tool, enabling them to perform their duties within the company fluently, as the platform will entirely replace the old system.
- For sales actors: use the internal tool commonly throughout the entire sales cycle.
- For managers: driving a business, accessing and understanding the data in the internal tool
- For sales support functions: understand the general functioning of the tool as well as carry out one or more actions on the tool.
Duration of the tour: 0.5 to 1.5 days depending on profiles
- Module 1: Introduction; Campaign Management; Lead Management: 0.5 day
- Module 2: Opportunity Management; Quote/Contract Management; Order/Estimate Management: 0.5 days
- Module 3: Fulfillment; Operations; Case Management; Reporting: 0.5 days
- Module 4: General Introduction for Managers and «Support» Functions: 0.5 days
Terms and access deadlines
Training sessions take place at the client's premises and online for some modules.
Methods used
- Presenting concepts
- Sessions exchanges
- Practices from use cases
Assessment methods
End of training assessment quiz
Rate
Upon request, to be evaluated in detail