IUGBUI

1. Customer
Relationship
Management
Training Workshop
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3. This can be the part of the presentation where
you introduce yourself, write your email…
Whoa!

4. Theory lesson
You can describe the topic of the
section here
Feature of the topics
You can describe the topic of the
section here
Tips
You can describe the topic of the
section here
Practical exercise
You can describe the topic of the
section here
01 02
03
Table of contents
04

5. Introduction
Mercury is the closest planet to the Sun and the
smallest one in the Solar System. This planet's
name has nothing to do with the liquid metal,
since Mercury was named after the Roman
messenger god

6. Theory lesson
01
You can enter a subtitle here if you need it

7. —Someone Famous
“This is a quote, words full of wisdom
that someone important said and can
make the reader get inspired.”

8. What we can learn with CRM?
Mercury is the closest planet
to the Sun and the smallest
one in the Solar System—it’s a
bit larger than the Moon
Venus has a beautiful name
and is the second planet from
the Sun. It’s hot and it has a
poisonous atmosphere
Processes Tasks

9. Do you know what helps you make your point clear?
Lists like this one:
● They’re simple
● You can organize your ideas clearly
● You’ll never forget to buy milk!
And the most important thing: the audience won’t miss
the point of your presentation
Personalizing home dashboard

10. Managing sale transactions
Sales order
Mercury is the closest
planet to the Sun
Bills
Venus is the second
planet from the Sun
Cash sale
Despite being red, Mars is
a very cold place

11. Setting up sales preferences
Online lead form
Mars is actually a very cold
place and hot
Sales rules
Venus is the second planet
from the Sun
Sales territories
Neptune is the farthest planet
from the Sun
Sales quotas
Mercury is the closest planet
to the Sun
Forcast
Saturn is a gas giant and has
several rings
Commissions
Jupiter is the biggest planet of
them all

12. New contacts
Venus is the second planet from
the Sun
New customers
Saturn is a gas giant and has
several rings
New leads
Jupiter is the biggest planet in
the Solar System
New prospect
Despite being red, Mars is a cold
planet, not hot
Managing contacts

13. Managing activities
Managing
activities
Venus is the second planet from
the Sun
Sending email
templates
Saturn is a gas giant and has
several rings
Managing
customers
Jupiter is the biggest planet in
the Solar System
Creating email
templates
Despite being red, Mars is a
cold planet, not hot

14. KWL (Brainstorming)
I know
● Mercury the closest
planet to the Sun
● Jupiter is the biggest
planet of them all
I want to know
● Neptune is very far away
from all of us
● Despite being red, Mars is
a cold planet
I learned
● Earth is the blue planet
where we live on
● Saturn is a gas giant and
has several rings
Mercury was named after the
Roman messenger god
Venus has a beautiful name and
the second planet from the Sun
The Sun is the star at the center
of the entire Solar System
K W L

15. Methodology
Test
Mars is actually a very cold
place, not hot
Learn
Venus is the second planet
from the Sun
Fail
Mercury is the closest planet
to the Sun
Do it again
Saturn is a gas giant and has
several rings
A B C D

16. Question and answer
Mercury is the closest planet to the Sun and
the smallest one in the Solar System—it’s only
a bit larger than the Moon
Venus has a beautiful name and is the second
planet from the Sun. It’s hot and has a
poisonous atmosphere
Question
Answer

17. 5,640
Big numbers catch your audience’s attention

18. The Sun’s mass compared to Earth’s
9h 55m 23s
Jupiter's rotation period
386,000 km
Distance between Earth and the Moon
333,000

19. Awesome
words

20. A picture always
reinforces
the concept
Images reveal large amounts of data, so
remember: use an image instead of a long
text. Your audience will appreciate it

21. A picture is
worth a
thousand
words

22. Leads Prospects
● Individual ● Qualified contact
● Top of the funnel ● Ideal customer
● Unqualified contact ● Considering buyer
● Some level of interest in your
product
● Really interest in you product
Leads and prospects

23. Working with leads and prospects
Information
qualified lead (IQL)
They are usually hand-raisers or
likes who have an active interest
in your offerings.
Marketing qualified
lead (MQL):
They are willing to provide
additional details and are further
down the sales funnel.
Sales qualified lead
(SQL):
Provide their contact details in
exchange for some awareness-level
piece of information

24. How to upgrade one to another
Mars Mars is actually a cold place, not hot
Venus Venus is the second planet from the Sun
Neptune It’s the farthest planet from the Sun
Mercury Mercury is the closest planet to the Sun
1
2
3
4

25. Parts and whole
New
customers
Venus has a
beautiful name and
is the second planet
from the Sun. It’s
hot, even hotter than
Mercury, and its
atmosphere is
extremely poisonous
Social Media
campaign
● Mercury
● Mars
● Saturn
● Jupiter
● Venus
● Earth
● Ceres
● Moon
What would happen if we are
not in social networks?
Venus is the second planet from the Sun
Saturn is a gas giant and has several rings
What’s the function of the
social networks?
Neptune is the farthest planet from the Sun

26. Remember the topics
Sales
preferences
Mars is actually a very cold
place, not hot
Working with
leads
Venus is the second planet
from the Sun
Sale
transactions
Neptune is the farthest
planet from the Sun
Managing
contacts
Mercury is the closest
planet to the Sun
Working with
prospects
Saturn is a gas giant and
has several rings
Working with
reports
Jupiter is the biggest
planet of them all

27. Reporting
Receive a report
Mars is actually a very cold
place, not hot
Check fails
Venus is the second planet
from the Sun
Check orders
Mercury is the closest planet
to the Sun
Solve problems
Saturn is a gas giant and has
several rings
Reviewing
Neptune is the farthest planet
from the Sun

28. Some percentages
15% Mars
Mars is actually a very
cold place, not hot
35% Venus
Venus is the second planet
from the Sun
22% Mercury
Mercury is the closest
planet to the Sun
28% Saturn
Saturn is a gas giant and
has several rings
Follow the link in the graph to modify its data and then paste
the new one here. For more info, click here

29. Mercury
Mercury is the closest
planet to the Sun
Saturn
Saturn is a gas giant
and has several rings
Venus
Venus is the second
planet from the Sun
Jupiter
It’s the biggest planet
in the Solar System
Mars
Despite being red, Mars
is a very cold place
Recommendations

30. Upcoming workshops
U.S.
Mars is actually a very
cold planet, not hot
Spain
Mercury is the closest
planet to the Sun

31. Next workshops
Mon Tue Wed Thu Fri Sat Sun
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
Theoretical Practical

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