Training |
CRM
| CRM
Enabled Marketing | Data
Strategy | CRM ROI & Results
Measurement
Hands-On CRM Implementation
| Channel Process Modeling
| CRM Best Practices
Managing the Call Center
Workforce | CRM Program
Planning & Goal Setting
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CRM:
A Professional Certification Program in Customer Relationship
Management (CRM)
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Learning
Objectives:
Strategic:
· Learn how eCRM creates barriers to entry
· Understand the 3 Critical Dimensions Driving eCRM Growth
· Envision the convergence of CRM with eCommerce
· Learn how to ''sell'' CRM in your organization
· Overcome the barriers of introducing new technology into
the culture and operations of your organization
Financial:
· Build a business case for your eCRM initiative
· Determine ROI targets and accountability
· Understand how CRM implementation can affect your market
capitalization
Tactical and ''How To'':
· Learn eCRM ''tech talk'' for non-technical executives ---
what you need to know in plain English
· Realize front office systems integration: link your Web site,
call center and sales organization to your customer's analytics and
marketing campaigns
· Learn proven methodologies for documenting and analyzing
your CRM processes
· Avoid ''scope creep'' and analysis paralysis
· Develop skills to facilitate a focus group ''brainstorming
session''
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CRM
Enabled Marketing:
Professional Certification in Strategic Marketing Systems
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Learning
Objectives:
Strategic:
· Identify your company's ''true'' level of marketing CRM-enablement
· Match your marketing goals to your unique customer relationship
· Distinguish appropriate, marketing-related, CRM priorities
and phasing
· Create marketing strategies that leverage and extend your
CRM capabilities
Financial:
· Distinguish the marketing metrics that most affect your bottom-line
· Define achievable, marketing-ROI measurement for your situation
· Compare the cost and value of: retention, acquisition, qualification,
and relationship programs
· Learn which CRM and marketing investments yield maximum profits
Tactical and ''How To'':
· Learn the meaning and value of segmentation and testing
· Distinguish relevant personalization from gratuitous personalization
and harness its response-lifting power
· Eliminate confusion over how to collect, store and utilize
customer data |
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Data
Strategy:
Fundamentals in Successful Data Management
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Learning
Objectives:
Strategic:
We will discuss the underlying framework and the key components of
a Data Strategy which are necessary for a successful Data Warehouse
implementation including:
· Understand how to inventory existing data
· Understand how to evaluate data quality and take action to
clean data
· Integrate data strategy into an overall IT strategy
· Achieve control over data assets
Financial:
· Minimize redundant data
· Minimize redundant effort in development and maintenance
· Maximize system availability and performance
· Minimize regulatory fines
· Optimize the use of purchased software
Tactical and ''How To'':
· Sell management on the need for a data strategy
· Cost justify your data strategy
· Position yourself as the person in your organization who
will develop the data strategy |
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CRM
ROI & Results Measurement:
Professional Certification in eCRM Business Case Analysis
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Learning
Objectives:
Strategic:
· Define your specific business challenges to be addressed
by CRM
· Identify the key business benefits of your CRM program
· Discover the primary components of CRM results measurement
· Learn a structured & systematic 8-Step ROI methodology
Financial:
· Establish quantifiable goals & metrics
· Build the business case for your CRM rogram
· Identify baseline CRM performance metrics
· Develop your CRM program investment projections
Tactical and ''How To'':
· Model & analyze the customer lifecycle and CRM process
· Create your own ''dashboard'' of CRM metrics
· Conduct a ''Results Measurement Readiness Assessment''
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Hands-On
CRM Implementation:
Insuring Success with Your CRM Initiatives
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Learning
Objectives:
Strategic:
· Learn how to establish and implement strategic goals for
successful CRM
· Understand why CRM implementations often fail and the factors
that cause failure
· Understand how CRM integrates with other strategic initiatives
· Create ''buy-in'' for CRM initiatives and learn how to support
that buy-in long-term
· Overcome executive and employee skepticism toward CRM projects
Financial:
· Support your business case for CRM based on real, measurable
metrics
· Determine when and how to use outside integrators, ASPs and
other service providers
· Minimize CRM project costs and ongoing support
· Understand where CRM solutions ''get credit'' and where they
play a supporting role
Tactical and ''How To'':
· Integrate CRM with existing enterprise and legacy solutions
· Deliver user training and ongoing support to maximize productivity
and impact
· Learn how to map business processes to application functionality,
and where to customize
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Channel
Process Modeling:
Professional Certification in CRM Process Modeling and Analysis
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Learning
Objectives:
Strategic:
· Understand the stages that characterize the customer lifecycle
· Determine the boundaries for each channel of distribution
· Learn a structured and systematic 8-Step customer relationship
process methodology
· Identify the primary business requirements of a CRM system
· Anticipate customer trends and needs and prevent costly surprises
Financial:
· Define the metrics for CRM process performance measurement
· Measure the ''Return on Effort'' for each major channel of
distribution
· Monitor the ''cycle time'' for each stage in the CRM process
· Baseline selected metrics and develop reporting methods
· Identify the tangible benefits of your CRM program
Tactical and ''How To'':
· Determine the skill and competency requirements of your CRM
process
· Identify and prioritize the most critical administrative
support processes
· Review examples of channel process and CRM performance metrics
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CRM
Best Practices:
A Self-Assessment Model
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Learning
Objectives:
Strategic:
· How to define success for your CRM initiative
· How to communicate the need for senior management leadership
· How to assess organizational readiness
· How to organize for success
Financial:
· How to link CRM to the financial drivers of the company
· How to achieve accountability for results
· How to get the CFO as your biggest ally
· How to establish balanced metrics
Tactical and ''How To'':
· How to gain understanding of CRM within the organization
· How to identify weaknesses and take action
· How to better understand the end game
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Managing
the Call Center Workforce:
A Professional Certification Course in Call Center Management
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Learning
Objectives:
Strategic:
· Learn what workface management is, and why it is critical
to the success of your organization
· Determine the tradeoffs between customer and staff retention
against service and cost
· Understand how the evolution of multi-channel customer communication
affects forecasting and staffing
Financial:
· Analyze how workforce adjustments affect your organization's
bottomline
· Learn how to quantify the cost of overstaffing and understaffing
· Support your business case for workforce management automation
systems through Return On Investment (ROI) analysis
Tactical and ''How To'':
· Learn how to gather and analyze historical data to create
workforce forecasts
· Leverage traffic engineering models to calculate staffing
requirements
· Obtain best practices in adjusting forecasting and staffing
processes to accommodate web and email contact
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CRM
Program Planning & Goal Setting
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Learning
Objectives:
Strategic:
· Learn a Structured & Systematic 8-Step ROI Methodology
· Define the specific Business Challenges to be addressed
by CRM
· Identify the Primary Business Benefits of your CRM Program
Financial:
· Establishing Quantifiable Goals & Metrics
· Build the Business Case for a CRM Program
· Identify & Baseline CRM Performance Metrics
Tactical ''How To'':
· Model & Analyze the customer lifecycle and ''CRM Process''
· Learn a Structured & Systematic Approach to CRM Results
Measurement
· Conduct a ''Results Measurement Readiness Assessment''
For more details please contact us at info@infocall.com.bh
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