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What You'll Learn

Master Customer Relationship Management (CRM) systems. Learn to leverage CRM technology to improve customer interactions, streamline sales processes, and enhance customer satisfaction.

Course Benefits
Industry Certification

Internationally recognized qualification

Expert Instructors

Learn from industry professionals

Dedicated Support

Assistance during and after training

Practical Skills

Apply knowledge immediately

Comprehensive 5-day curriculum with all materials included
Hands-on exercises and real-world case studies
Valuable networking opportunities with peers and experts
Post-course resources and refresher materials
Training on Customer Relationship Management (CRM) Systems - Course Cover Image
Duration 5 Days
Level Intermediate
Format In-Person

Course Overview

Featured

Customer relationship management or CRM is a way to manage an organisation’s interaction with its current and potential customers. CRM utilises data analysis about the customers’ history with an organisation to enhance business relationships with customers, mainly focusing on customer retention and eventually driving sales growth.

An essential aspect of the Customer relationship management approach is the systems of CRM that gather data from a range of diverse communication channels, including over the phone, a company’s website, live chat, email, marketing materials and social media. Through the Customer relationship management plan and the systems used to aid it, organisations learn more about their target customers and how to best cater to their needs.

A company is able to cater the needs and demands of new and loyal customers through customer relationship management (CRM). This approach consists of several analyses and strategies that delve deep into the activities of the customer with the company. Through CRM technology, companies become successful in satisfying their customers.

Duration

5 Days

Who Should Attend?

  • Sales representatives
  • Marketing professionals
  • Customer service representatives
  • Business development managers
  • IT professionals
  • Anyone involved in customer interaction and relationship management

Course Impact

Organizational Impact:

  • Stronger customer retention and loyalty

  • Improved efficiency in managing customer data and interactions

  • Better alignment of sales, marketing, and service functions

  • Increased sales growth and competitive advantage

Individual Impact:

  • Enhanced skills in using CRM systems and tools

  • Ability to analyze customer data for better decision-making

  • Improved customer engagement and relationship management

  • Increased confidence in delivering personalized customer experiences

Course Objectives

By the end of this course, participants will:

  • Understand the key components and benefits of CRM systems
  • Evaluate and select the right CRM system for their organization
  • Implement a CRM system effectively
  • Customize and configure a CRM system to meet specific business needs
  • Utilize CRM features for sales, marketing, and customer service
  • Measure and analyze CRM performance

Course Outline

Module 1: Introduction to CRM Tools

  • Overview of popular CRM tools and platforms
  • Key functionalities and features of CRM systems
  • Role of CRM in customer relationship management
  • How CRM tools improve customer service efficiency
  • Case Study: Choosing the right CRM system for a growing business

Module 2: Using CRM to Track Customer Interactions

  • Recording and tracking customer interactions in CRM
  • Automating customer follow-ups and communications
  • Utilizing CRM for customer feedback management
  • Managing customer accounts and histories
  • Case Study: Improving customer follow-ups using CRM automation

Module 3: Analyzing CRM Data for Customer Insights

  • Gathering customer data through CRM
  • Using data analytics to understand customer behavior
  • Identifying customer pain points through CRM data
  • Leveraging CRM data to improve service and retention
  • Case Study: Analyzing CRM data to enhance customer satisfaction

Module 4: CRM for Sales and Service Alignment

  • Integrating CRM systems between sales and service teams
  • Using CRM to track leads and customer journeys
  • Collaboration between sales and service through CRM tools
  • Managing cross-departmental workflows with CRM
  • Case Study: Aligning sales and service strategies through CRM integration

Module 5: Customizing CRM Tools for Business Needs

  • Customizing CRM systems to fit business requirements
  • Setting up CRM dashboards for better reporting
  • CRM workflow automation for operational efficiency
  • Continuous improvement through CRM customization
  • Case Study: Tailoring CRM systems for a retail chain

Prerequisites

No specific prerequisites required. This course is suitable for beginners and professionals alike.

Course Administration Details

Customized Training

This training can be tailored to your institution needs and delivered at a location of your choice upon request.

Requirements

Participants need to be proficient in English.

Training Fee

The fee covers tuition, training materials, refreshments, lunch, and study visits. Participants are responsible for their own travel, visa, insurance, and personal expenses.

Certification

Upon successful completion of this course, participants will be issued with a certificate from Ideal Workplace Solutions certified by the National Industrial Training Authority (NITA) under License NO: NITA/TRN/2734.

Accommodation

Accommodation can be arranged upon request. Contact via email for reservations.

Payment

Payment should be made before the training starts, with proof of payment sent to outreach@idealworkplacesolutions.org.

For further inquiries, please contact us on details below:

Register for the Course

Select a date and location that works for you.

In-Person Training Schedules


January 2026
Date Days Venue Fee (VAT Incl.) Register
5 Jan - 9 Jan 2026 5 days Nairobi, Kenya KES 99,000 | USD 1,400 Enroll Now
5 Jan - 9 Jan 2026 5 days Cape Town, South Africa USD 3,500 Enroll Now
5 Jan - 9 Jan 2026 5 days Dubai, United Arabs Emirates USD 4,000 Enroll Now
5 Jan - 9 Jan 2026 5 days Zanzibar, Tanzania USD 2,200 Enroll Now
12 Jan - 16 Jan 2026 5 days Mombasa, Kenya KES 115,000 | USD 1,500 Enroll Now
12 Jan - 16 Jan 2026 5 days Kigali, Rwanda USD 1,800 Enroll Now
12 Jan - 16 Jan 2026 5 days Accra, Ghana USD 5,950 Enroll Now
12 Jan - 16 Jan 2026 5 days Kampala, Uganda USD 2,200 Enroll Now
19 Jan - 23 Jan 2026 5 days Dar es Salaam, Tanzania USD 2,000 Enroll Now
19 Jan - 23 Jan 2026 5 days Johannesburg, South Africa USD 3,100 Enroll Now
19 Jan - 23 Jan 2026 5 days Nakuru, Kenya KES 105,000 | USD 1,400 Enroll Now
19 Jan - 23 Jan 2026 5 days Dakar, Senegal USD 3,500 Enroll Now
26 Jan - 30 Jan 2026 5 days Pretoria, South Africa USD 3,100 Enroll Now
26 Jan - 30 Jan 2026 5 days Kisumu, Kenya KES 105,000 | USD 1,500 Enroll Now
26 Jan - 30 Jan 2026 5 days Naivasha, Kenya KES 105,000 | USD 1,400 Enroll Now
26 Jan - 30 Jan 2026 5 days Arusha, Tanzania USD 2,000 Enroll Now
5 Jan - 9 Jan 2026
5 days
Venue:
Nairobi, Kenya
Fee (VAT Incl.):
KES 99,000
USD 1,400
Enroll Now
5 Jan - 9 Jan 2026
5 days
Venue:
Cape Town, South Africa
Fee (VAT Incl.):
USD 3,500
Enroll Now
5 Jan - 9 Jan 2026
5 days
Venue:
Dubai, United Arabs Emirates
Fee (VAT Incl.):
USD 4,000
Enroll Now
5 Jan - 9 Jan 2026
5 days
Venue:
Zanzibar, Tanzania
Fee (VAT Incl.):
USD 2,200
Enroll Now
12 Jan - 16 Jan 2026
5 days
Venue:
Mombasa, Kenya
Fee (VAT Incl.):
KES 115,000
USD 1,500
Enroll Now
12 Jan - 16 Jan 2026
5 days
Venue:
Kigali, Rwanda
Fee (VAT Incl.):
USD 1,800
Enroll Now
12 Jan - 16 Jan 2026
5 days
Venue:
Accra, Ghana
Fee (VAT Incl.):
USD 5,950
Enroll Now
12 Jan - 16 Jan 2026
5 days
Venue:
Kampala, Uganda
Fee (VAT Incl.):
USD 2,200
Enroll Now
19 Jan - 23 Jan 2026
5 days
Venue:
Dar es Salaam, Tanzania
Fee (VAT Incl.):
USD 2,000
Enroll Now
19 Jan - 23 Jan 2026
5 days
Venue:
Johannesburg, South Africa
Fee (VAT Incl.):
USD 3,100
Enroll Now
19 Jan - 23 Jan 2026
5 days
Venue:
Nakuru, Kenya
Fee (VAT Incl.):
KES 105,000
USD 1,400
Enroll Now
19 Jan - 23 Jan 2026
5 days
Venue:
Dakar, Senegal
Fee (VAT Incl.):
USD 3,500
Enroll Now
26 Jan - 30 Jan 2026
5 days
Venue:
Pretoria, South Africa
Fee (VAT Incl.):
USD 3,100
Enroll Now
26 Jan - 30 Jan 2026
5 days
Venue:
Kisumu, Kenya
Fee (VAT Incl.):
KES 105,000
USD 1,500
Enroll Now
26 Jan - 30 Jan 2026
5 days
Venue:
Naivasha, Kenya
Fee (VAT Incl.):
KES 105,000
USD 1,400
Enroll Now
26 Jan - 30 Jan 2026
5 days
Venue:
Arusha, Tanzania
Fee (VAT Incl.):
USD 2,000
Enroll Now

Request Custom Training


We offer customized training solutions tailored to your organization's specific needs:

  • Training at your preferred location
  • Customized content to address your specific challenges
  • Flexible scheduling to accommodate your team
  • Cost-effective solution for training multiple employees
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Frequently Asked Questions

Find answers to common questions about this course

To teach you how to effectively use a CRM system to centralize customer data, automate processes, and build stronger relationships to drive sales and satisfaction.
CRM systems improve sales by tracking leads, enhance service with a full customer history, and empower marketing with valuable data for personalization.
By centralizing all customer interactions and information, you can provide a consistent, personalized, and efficient experience, reflecting a high level of professionalism.
Yes, you'll learn best practices for handling customer data ethically, ensuring accuracy and privacy to build trust and demonstrate unwavering integrity.
CRM provides actionable insights into customer behavior and market trends, allowing you to identify new opportunities and drive strategic innovation.
Training on Customer Relationship Management (CRM) Systems

Next class starts 5 Jan 2026

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