Advanced Crm Customization & Optimization: Maximizing Crm For Sales Productivity

Introduction

Advanced CRM Customization & Optimization training equips professionals with the methodologies to maximize the potential of Customer Relationship Management (CRM) systems for enhanced sales productivity. This course focuses on analyzing advanced customization techniques, implementing automation workflows, and understanding the impact of optimized CRM systems on sales efficiency and data-driven decision-making. Participants will learn to tailor CRM platforms for specific sales processes, integrate third-party applications, and understand the intricacies of advanced reporting and analytics. By mastering advanced CRM customization, professionals can enhance sales team effectiveness, streamline operations, and contribute to a more efficient and data-centric sales organization.

The complexity of modern sales environments necessitates a comprehensive understanding of advanced CRM features and optimization strategies. This course delves into the nuances of custom field development, workflow automation, and data visualization, empowering participants to develop and implement tailored CRM configurations. By integrating advanced customization techniques with sales expertise, this program enables individuals to lead initiatives that maximize CRM utilization and drive sales success.

Target Audience:

• CRM administrators
• Sales managers
• Sales operations managers
• IT professionals
• Business analysts
• Sales professionals
• Individuals interested in CRM optimization
• Marketing professionals
• Project managers

Course Objectives:

• Understand the principles and importance of advanced CRM customization and optimization.
• Implement techniques for conducting CRM audits and identifying optimization opportunities.
• Understand the role of custom field development and data modeling in CRM customization.
• Implement techniques for automating sales workflows and processes within CRM.
• Understand the principles of integrating third-party applications with CRM systems.
• Implement techniques for developing advanced reporting and analytics dashboards.
• Understand the role of user training and adoption in maximizing CRM utilization.
• Implement techniques for conducting CRM performance evaluations and ROI analysis.
• Understand the legal and ethical considerations related to CRM data management.
• Implement techniques for developing and delivering training programs on advanced CRM customization.
• Understand the challenges and opportunities of implementing advanced CRM optimizations in diverse sales environments.
• Understand the role of continuous improvement in CRM customization and optimization practices.
• Develop strategies for utilizing AI within CRM to enhance sales productivity.

DURATION

5 Days

COURSE CONTENT

Module 1: Foundations of Advanced CRM Optimization

• Principles and importance of advanced CRM customization and optimization.
• Understanding the relationship between CRM optimization and sales productivity.
• Benefits of tailored CRM systems.
• Historical context and evolution of CRM customization.

Module 2: CRM Audits and Optimization Opportunities

• Techniques for conducting CRM audits and identifying optimization opportunities.
• Implementing data quality assessments and user feedback sessions.
• Utilizing audit tools and methodologies.
• Managing CRM audits.

Module 3: Custom Field Development and Data Modeling

• Role of custom field development and data modeling in CRM customization.
• Understanding data structures and relationship management.
• Implementing custom field creation and data validation rules.
• Managing custom field development.

Module 4: Sales Workflow Automation

• Techniques for automating sales workflows and processes within CRM.
• Implementing workflow rules and automation triggers.
• Utilizing process builders and visual workflow tools.
• Managing sales workflow automation.

Module 5: Third-Party Application Integration

• Principles of integrating third-party applications with CRM systems.
• Understanding API integrations and data synchronization.
• Implementing integration strategies for marketing automation and communication tools.
• Managing third-party integrations.

Module 6: Advanced Reporting and Analytics Dashboards

• Techniques for developing advanced reporting and analytics dashboards.
• Implementing custom report creation and data visualization.
• Utilizing dashboard design and performance metrics.
• Managing reporting and analytics.

Module 7: User Training and Adoption

• Role of user training and adoption in maximizing CRM utilization.
• Understanding user adoption strategies and change management.
• Implementing training modules and user guides.
• Managing user training.

Module 8: CRM Performance Evaluations and ROI Analysis

• Techniques for conducting CRM performance evaluations and ROI analysis.
• Implementing performance metrics and data analysis.
• Utilizing ROI calculation methods and reporting.
• Managing performance evaluations.

Module 9: Legal and Ethical Considerations

• Legal and ethical considerations related to CRM data management.
• Understanding data privacy and security regulations.
• Implementing data protection policies and compliance strategies.
• Managing legal compliance.

Module 10: Training Programs on Advanced CRM Customization

• Techniques for developing and delivering training programs on advanced CRM customization.
• Implementing training modules and content.
• Utilizing training aids and resources.
• Managing training programs.

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 5 working days before commencement of the training.