Implement and Seamlessly Integrate Your CRM

CRM Expert Training Tailored for Small Businesses

Overwhelmed by the CRM implementation process?

Are data migration, customization, and team onboarding causing delays? Our structured approach addresses these issues head-on. This training minimizes downtime and maximizes efficiency, ensuring your CRM is up and running quickly. You will have a fully customized CRM, a trained team ready to utilize it, and a seamless integration with existing workflows.

What You’ll Get:

  • Interactive Workshops: Hands-on sessions for practical learning and collaboration

  • Surveys and Feedback: Engage all stakeholders to ensure the CRM meets everyone's needs

  • Metrics and Evaluations: Use comprehensive tools to evaluate CRM vendors and track your decision-making process

What You'll Learn:

  • Effective project planning and management for CRM implementation

  • Strategies for successful data migration and ensuring data integrity

  • Customizing your CRM to fit your business needs, including marketing funnels and sales pipelines

  • Training your team for full adoption and leveraging CRM for data-based decision making

  • Interactive sessions to tailor the CRM to your needs

  • Collect feedback to refine the CRM implementation process

  • Metrics to Monitor Progress: Track implementation success and identify areas for improvement

Why This Training Matters

Businesses utilizing CRM systems can significantly enhance their sales performance. According to Salesforce, these systems can lead to a sales boost of up to 29%. Additionally, Trackvia reports that CRM systems have the potential to shorten the sales cycle by 8-14%. This indicates that CRM tools not only drive revenue growth but also streamline the sales process, making it more efficient.

Salesforce notes that 73% of customers expect companies to understand their specific needs and expectations. Embracing a data-driven approach to CRM can be highly advantageous. McKinsey highlights that companies leveraging CRM data effectively are 23 times more likely to acquire customers and 19 times more likely to achieve profitability.

This training is designed for SMEs who are prepared to elevate their business

  • It’s for business owners and key stakeholders that wants to align CRM choice with business goals

  • It’s for sales and marketing strategists that wants to take lead acquisition to the next level

  • It’s for IT and operations managers that wants to build seamless operational system

  • Multiple Participants: Involving diverse roles ensures the CRM meets the needs of all departments

Meet Your Instructor

Our founder, Alexandra, is a former academic trained in Digital Transformation at Yale, will guide you through every step of the CRM training. Alexandra is:

  • A certified advisor of the Canada Digital Adoption Program

  • One of the mentor & facilitator in StartUp Here Toronto

  • Alexandra was a facilitator in Faculty of Arts Humanities 101 in the University of British Columbia

Module Details

Module 1: Project Planning and Management

  • Setting Clear Objectives and Milestones

  • Creating a Project Plan: Timeline, Roles, and Responsibilities

  • Risk Management: Identifying and Mitigating Risks
    Incorporating Lead Acquisition and Sales Forecasting

Module 2: Data Migration

  • Preparing Data: Cleaning and Formatting

  • Data Migration Strategies: Tools and Techniques

  • Ensuring Data Integrity and Security

Module 3: Customizing the CRM

  • Custom Fields and Modules: Tailoring to Business Needs

  • Workflow Automation: Streamlining Processes

  • User Roles and Permissions: Ensuring Security and Efficiency

  • Setting Up Marketing Funnels and Sales Pipelines

Module 4: Training and Onboarding

  • Developing a Training Program: Materials and Methods

  • Hands-On Training: Workshops and Seminars

  • Continuous Learning: Resources for Ongoing Support

  • Training on Data-Based Decision Making

Module 5: Initial Rollout and Testing

  • Pilot Testing: Small Scale Implementation

  • Collecting and Analyzing Feedback

  • Adjustments and Improvements: Iterative Testing

Module 6: Full-Scale Deployment

  • Go-Live Checklist: Final Preparations

  • Ensuring Smooth Transition: Minimizing Disruptions

  • Post-Deployment Support: Immediate Assistance

Module 7: Monitoring and Evaluation

  • Performance Metrics: KPIs to Track

  • User Adoption: Ensuring Engagement and Utilization

  • Continuous Improvement: Feedback Loops and Updates

  • Analyzing Lead Acquisition and Sales Data

Module 8: Troubleshooting and Support

  • Common Issues and Solutions

  • Vendor Support: How to Get the Most Out of It

  • Internal Support: Building a CRM Exprt Team

What Our Clients Say About Alexandra

Build Your Scalable CRM System Today!

FAQs

    • It’s for business owners and key stakeholders that wants to align CRM choice with business goals

    • It’s for sales and marketing strategists that wants to take lead acquisition to the next level

    • It’s for IT and operations managers that wants to build seamless operational system

    • Multiple Participants: Involving diverse roles ensures the CRM meets the needs of all departments

  • Yes! You can engage with the instructor and the team at Coach House Marketing at any point during the course for questions or clarifications. Our experts are here to support you and ensure your success.

  • Please click the button above to get the information regarding the price :)

  • You will receive support post-training for....

Explore Other Trainings

Unlock the Power of The Right CRM

  • How to assess your business needs 

  • Budgeting effectively to get the best value for your investment

  • Evaluating CRM options with a focus on lead acquisition, sales forecasting, and marketing funnels

  • Integrating team workflows and customer personas into your CRM strategy

  • Metrics to Evaluate Vendors: Learn how to objectively compare CRM vendors

  • Action/Priority Matrix: Prioritize your CRM needs and features

  • Developing a strategic plan for CRM scalability

  • Enhancing CRM capabilities with advanced features and integrations

  • Optimizing customer journeys and marketing funnels for each growth stage

  • Leveraging data for strategic decision making and fostering continuous improvement

  • Workshops for Advanced Features: Hands-on sessions to explore advanced CRM functionalities

  • Gather insights to refine CRM usage and strategy

Scaling Your CRM

Get in touch to discuss your workshop needs

We can customize our training to the level and depth your organization needs. Let’s talk!