Scaling the CRM
CRM Expert Training Tailored for Small Businesses
Ready to take your CRM to the next level?
Struggling to manage increased data volume, complex customer journeys, or expanding teams? We provide the strategies to scale effectively. This training ensures your CRM scales with your business, enhancing customer experience and operational efficiency. Our final part of the three-part training is designed to help small to medium-sized enterprises (SMEs) expand and optimize their CRM usage as their business grows.
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:
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
Metrics for Scalability: Tools to measure CRM performance and growth impact
Why This Training Matters
Companies with a data-driven approach to CRM are 23 times more likely to acquire customers and 19 times more likely to be profitable
Sales teams that use CRMs see their productivity increase by
34% on average
Businesses using CRM systems can boost sales by
up to 29%
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: Scaling Strategy Development
Defining Scalability Goals: Short-Term and Long-Term
Assessing CRM Scalability Features
Creating a Scalability Roadmap
Scaling Lead Acquisition and Marketing Funnels
Module 2: Enhancing CRM Capabilities
Advanced Features: AI, Analytics, and Automation
Expanding Functionality: Add-Ons and Plugins
Integration with New Tools and Systems
Module 3: Team Expansion and Training
Scaling Team Roles: New Responsibilities and Positions
Advanced Training Programs: Specialized Skills
Maintaining Culture and Engagement During Growth
Enhancing Team Workflows for Scalability
Module 4: Data Management at Scale
Handling Increased Data Volume: Best Practices
Advanced Data Analytics: Insights and Decision-Making
Ensuring Data Security and Compliance
Module 5: Customer Journey Optimization
Enhancing Customer Acquisition: Lead Generation Tactics
Improving Customer Consideration: Targeted Marketing
Streamlining Purchase Process: Reducing Friction
Optimizing Marketing Funnels for Each Stage
Module 6: Delivery and Fulfillment at Scale
Managing Increased Order Volume: Automation and Efficiency
Ensuring Quality Control: Maintaining Standards
Expanding Delivery Options: Meeting Customer Expectations
Module 7: Building Customer Loyalty
Implementing Loyalty Programs: Incentives and Rewards
Personalized Customer Interactions: Using CRM Data
Measuring Customer Satisfaction and Loyalty: Metrics and Tools
Module 8: Continuous Improvement and Innovation
Staying Ahead of Trends: Industry Developments
Encouraging Innovation: Team Contributions and Ideas
Periodic Review and Updates: Keeping the CRM Relevant
Leveraging Data for Strategic Decision Making
What Our Clients Say About Alexandra
Future-proof your CRM strategy!
FAQs
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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
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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.
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Please click the button above to get the information regarding the price :)
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
Implement and Seamlessly Integrate Your CRM
Effective project planning and management for CRM implementation
Strategies for successful data migration and ensuring data integrityCustomizing 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
Get in touch to discuss your workshop needs.
We can customize our training to the level and depth your organization needs. Let’s talk!