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Training program
on
Customer Relationship
Management
Introduction
 CRM – Customer Relationship Management
“CRM is a process or methodology used to learn more
about customers' needs and behaviors in order to develop
stronger relationships with them”.
Objectives
 To make aware about the conceptual framework of CRM.
To conduct the customer profile analysis.
To know how we can manage the long term relationship with the
customers
Contents
 CRM Basics
 CRM - Conceptual Framework
 CRM – Lifecycle
 Analytics in CRM
 Managing process in CRM
DAY 1
• Introduction to CRM
• Brief History of CRM development
• Case introduction and approaches
DAY 2
• Types of CRM
• Analytical CRM
• Operational CRM
• Collaborative CRM
• PersonalityTypes
• Customer value management
DAY 3
• Long term customer relationship
• Customer retention
• The importance of CRM
SCHEDULE
Program runs from 9am -3pm
Lunch break: 1pm-2pm
Methodology
 Case study
 Discussion
 Role play
 Simulation
VENUE
SBI slc building, Head office
complex, Poojapura, Po.
Thiruvananthapuram - 395012
Contact no:0471-2463179
Participants
Chief customer service officers(SBI)
Clerks(SBI)
25 participants
Cost
 Training material and equipment - 2000
 Payment for Instructor - 35000
 Food and accommodation - 25000
 Travel allowance - 6000
 Total Cost - 68000
 Fees - 2720
Training Organization
 47 learning centers
 5 apex institutes
 Trainer
• Senior CRM Consultant
• 15+ yrs. of experience in the field of IT & CRM
Training program

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Training program

  • 2. Introduction  CRM – Customer Relationship Management “CRM is a process or methodology used to learn more about customers' needs and behaviors in order to develop stronger relationships with them”.
  • 3. Objectives  To make aware about the conceptual framework of CRM. To conduct the customer profile analysis. To know how we can manage the long term relationship with the customers
  • 4. Contents  CRM Basics  CRM - Conceptual Framework  CRM – Lifecycle  Analytics in CRM  Managing process in CRM
  • 5. DAY 1 • Introduction to CRM • Brief History of CRM development • Case introduction and approaches DAY 2 • Types of CRM • Analytical CRM • Operational CRM • Collaborative CRM • PersonalityTypes • Customer value management DAY 3 • Long term customer relationship • Customer retention • The importance of CRM SCHEDULE Program runs from 9am -3pm Lunch break: 1pm-2pm
  • 6. Methodology  Case study  Discussion  Role play  Simulation
  • 7. VENUE SBI slc building, Head office complex, Poojapura, Po. Thiruvananthapuram - 395012 Contact no:0471-2463179 Participants Chief customer service officers(SBI) Clerks(SBI) 25 participants
  • 8. Cost  Training material and equipment - 2000  Payment for Instructor - 35000  Food and accommodation - 25000  Travel allowance - 6000  Total Cost - 68000  Fees - 2720
  • 9. Training Organization  47 learning centers  5 apex institutes  Trainer • Senior CRM Consultant • 15+ yrs. of experience in the field of IT & CRM