CRM Training with Customer Capital Consulting

Training to empower your organisation with Customer Relationship Management (CRM)

Are you looking for a CRM training provider to help youget the most out of Customer Relationship Management (CRM)? If so, look no further than Customer Capital Consulting.

The approach is analytical and managerial, incorporating the processes, technologies, and people necessary to effectively manage customer interactions throughout the customer life cycle.

Who Should Enroll?

Our CRM training is recommended for organisations looking to implement or improve their CRM system. CRM training is also recommended for sales, marketing, and customer service teams using the system daily.

Our training is conducted on a per organisation basis, customised to meet the specific needs of the said organisation.

Why Customer Capital Consulting?

CCC courses are designed with a practical focus so that participants can immediately apply the concepts and tools they learn directly to their work.

The instructors at CCC are experienced professionals with extensive experience in the field of CRM.They will be able to provide participants with real-world examples and case studies that illustrate the concepts being taught.

CCC Most-run Training Programs

This short training program (0.5 to 1.5 days) covers CRM basics, including an overview of the system, inputting and managing data, and generating reports.

The course covers:

• The fundamental concepts and principles of CRM


• CRM market updates and trends, standard practices, pitfalls, and success stories


• An overview of popular CRM software packages


• How to manage data in a CRM system


• Key CRM functionalities relating to marketing, customer management, account management, sales, and customer service


• This course is recommended for organisations new to CRM or those lookingfor a refresher on the basics.

Variation Program (Varies Depending on the Training and Organisation)

If you already have a CRM system in place and want to get the most out of it, this training program is for you. In this program, we will work with you to understand your current business processes and how they can be integrated with a CRM system.

The course includes:

• Specific CRM topics


• One-on-one coaching session with C-level executives


• Hands-on training with the organisation’s CRM system


• Customised CRM workshops

Learning Outcomes

By the end of this course, participants will be able to:

• Understand the basics of CRM, and its impact on the organization’s structure, processes, strategies, and customer service functions


• Develop strategies to blend CRM marketing with other marketing initiatives


• Create a method to track and measure customer interactions across channels


• Choose the right CRM system for their organization


• Set up and configure a CRM system


• Import and manage data in a CRM system


• Generate reports from a CRM system


• Integrate a CRM system with other business applications


• Use CRM to improve customer service functions

Course Schedule

This course is offered on a perorganization basis. The program’s length and schedule will be customized to meet the organization’s specific needs.

Contact us to learn more about our CRM training programs orenroll in a program.

6 Signs Your CRM Needs a Rescue

Our dedicated team of CRM experts will help you find the root cause of your CRM problems and work with you to develop a plan to get your system back on track.

If you’re experiencing any of the following six issues, it may be time to call in the cavalry:

1. CRM Underperformance: Our lightning-fast CRM analysis will help you quickly identify areas where your system is underperforming. We’ll also provide recommendations on how to improve its performance.


2. Lack of User Adoption: Our team will work with you to increase user adoption by developing training programs, change management processes, and incentive programs to get your team using the system.

• System Outages: We’ll help you develop processes and procedures to prevent system outages and minimize their effect on your business if they do occur.

1. Inaccurate or Incomplete Data: We’ll work with you to clean up your data and develop processes to keep it accurate and complete.


2. Lack of Reporting and Analytics: We’ll help you develop the reports and analytics you need to make informed decisions about your business.


3. CRM Replacement: If it’s time for a new CRM system, we can help you select, implement, and customize the right system for your business.