The Change Connect modules will prepare you to
effectively plan and implement CRMs the right way.
Customer Relationship Management, the maker and breaker
of many sales teams. When done correctly, sales people
know what to do and when to do it, with speed and panache.
When done wrong, customers can receive an inconsistent
experience, riddled with errors and unfocused touchpoints
COURSE COMPLETION SCHEDULE
Yes! Many businesses are eligible for financial assistance via the Canada Job Grant Program. Eligible employers may receive up to 83% of eligible training costs, up to a maximum of $10,000 per participant. Please contact us for more details.
IS FINANCIAL ASSISTANCE POSSIBLE?
COMPLETION OF PROGRAM
Upon completion of this program, learners will receive a certificate of completion from Change Connect. The program is aligned to meet partial educational requirements for industry experience hours.
24 HOURS
Pre-reading and
business analysis
54 HOURS
Interactive classroom
sessions held over 12 weeks
24 HOURS
Post-classroom reading
and instructor-led tutorials
FINAL EXAM
70% tO Pass
WHO SHOULD ATTEND?
Entrepreneurs and sales leaders
who are ready to digitize, revolutionize, or simply learn more about their customer relationship management system.
Internal IT, Operations, or System Development teams.
LEARNING OUTCOMES
Map out your business processes and tailor your CRM to align with the functionalities that help your team the most.
Learn how to record, track and utilize data effectively to advance your business intelligence.
Learn how to utilize the full potential of your CRM, keeping data and insights organized and accessible, as well as saving time by taking advantage of automation, segmenta-tion and dashboards.
COST
Customer Relationship Management
softwares are centralized platforms with data and functions that could benefit the entire organization.
Being able to effectively navigate and
leverage your CRM tools to understand client behavior and respond to their needs will make
goal-setting more streamlined.
Successful CRM implementation leads to cost and time savings for you and your team.
$8,900 + HST per trainee
WHY YOU SHOULD ATTEND
MODULES
MODULE ONE
CRM OVERVIEW
Do you currently have a CRM system in place?
Does it make life organized, more transparent and
accessible? This module provides an overview of
the power of a well-programed and well
imple-mented CRM system, providing industry
insight to introduce you to potential
improvements that you could make.
Learning Outcomes: . Develop An appreciation for the concept of CRM
. Define the purpose and basic functionality of
CRMs of CRMs
MODULE FOUR
MANAGING TASKS
Setting out tasks that need to be attended to in thefuture can be a great way of staying on top ofdeadlines. We show you how to create, manageand track tasks to ensure that the right touchpointsare being made at the right time.
Learning Outcomes:
Understand how how to
Understand how to manage tasks
MODULE TWO
CRM BASICS
With an understanding of the CRM's purpose we
can dig deeper into the mechanics. How do we
access, navigate and create data, leads and
activities? You will learn the best methods
for recording and tracking everything of
importance to your team.
Learning Outcomes: . Understand the basics of how to navigate
and creation in your CRM
Know how to personalize your CRM experience
MODULE FIVE
QUOTING THROUGH CRM
Make your quoting process fast, transparent and standardized. We’ll show you how to leverage your CRM, templates and e-signing/ tracking strategies to ensure your customers are quoted at the right time, with the right information.
Learning Outcomes:
Understand what is a quote and how to
activate it
Build professional templates with proven strategies.
MODULE THREE
CREATING RECORDS
Think of a record as a place to collate and store all of the useful information about a prospect or client that will help you to close the sale further down the line. This module shows you how to create a lead,
log activity and notes, and work around all the nuances that your prospect or client might find themselves in.
Learning Outcomes:
. Know how to create a record and log important information
Know to organize records if they reside as a subsidiary of a patent company or team.
MODULE SIX
CRM MOBILE APPLICATION
Support your team's busy lifestyle by arming them
with mobile CRM capabilities. This way when they
are on the go, almost any task that would
normally be done at the desktop, can be done
remotely on their own device. Whether it’s calling
and recording notes, scanning a business
card to input information quickly, or checking
a key note before an offsite meeting, the
mobile app can be an invaluable resource for
the 24-our salesperson.
Learning Outcomes:
. Know how to access, navigate and utilize the mobile app
Know what is possible and not possible.
MODULE NINE
EFFICIENCY TOOLS (HUBSPOT)
HubSpot contains many invaluable tools to speed
up workflow, outreach and internal communication.
We will provide a full outline of the tools on offer
and assess which ones will have the most impact
for you.
Learning Outcomes:
. Understand how HubSpot’s efficiency
tools can help speed up processes for
your business
. Know how to create and implement
MODULE EIGHT
LEAD INTELLIGENCE (DYNAMICS)
Develop a solid understanding of your leads and
how they compare to your ideal customer
avatar. We show you how to implement lead
intelligence systems such as Sales Navigator Pro
into your CRM to help you qualify better
and devise a lead engagement score to help
your sales team prioritize and organize.
Learning Outcomes:
. Understand how lead intelligences makes sales more intelligent
Know which lead intelligence applications to use and how.
MODULE SEVEN
CRM REPORTING
Give yourself better insight into what is going right
and what is going wrong with CRM reports and
dashboards. We will ensure that you have full
exposure to the metrics and measures that make
a difference through accessible and dynamic
dashboards. This way you can provide the support
and rewards where they are most needed to keep
your sales team motivated and nurtured.
Learning Outcomes:
. Know how to create and maintain sales reports, charts and dashboards.
Understand how this can be used in forecasting
Our Sales and Management training programs are designed to equip you with the essential skills and knowledge to excel in the competitive world of sales. Join our dynamic program to discover powerful sales strategies and gain expert advice from seasoned professionals.
ADVANCED CRM
CONTACT US
Ready to take the next step in applying for the Advanced CRM course? Add your information below to get started!
First Name Last Name
Company Name Email Address
Phone Number Company Size