CRM Mastery (Salesforce, HubSpot, Zoho) Training Course
Course Overview
| Course Title | CRM Mastery (Salesforce, HubSpot, Zoho) Training Course |
| Organization | Tech For Development (T4D) |
| Venue | Tech For Development (T4D) Training Center along Tala Road, Runda, Nairobi |
| Duration | 5 days |
| Target Industries |
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| Target Job Roles |
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| Course Fees (Face-to-Face) | USD 1,100/KES 75,000 (Exclusive of VAT) |
| Course Fees (Virtual) | USD 1,000/KES 70,000 (Exclusive of VAT) |
| Training Modes | Virtual and face-to-face training |
| Payment | Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course |
| Accreditation | Tech For Development Certificate of Course Completion |
Course Overview
This 5-day course equips participants with the practical knowledge and skills to master Customer Relationship Management (CRM) systems, focusing on Salesforce, HubSpot, and Zoho. Through hands-on exercises and case-driven learning, participants will explore how to streamline sales workflows, automate customer interactions, improve lead management, and leverage CRM analytics for data-driven decision-making. The training ensures professionals can maximize CRM efficiency to drive revenue growth and enhance customer satisfaction.
Duration
5 Days
Target Audience
- Sales and marketing professionals
- CRM administrators and managers
- Customer success teams
- Business development executives
- Entrepreneurs and small business owners adopting CRM systems
Organizational Impact
- Improved customer engagement and retention
- Enhanced sales pipeline visibility and forecasting
- Standardized customer data management across teams
- Increased ROI on CRM investments
Personal Impact
- Ability to manage and optimize CRM tools efficiently
- Improved productivity through automation and integration
- Strengthened analytical and decision-making skills
- Career advancement through specialized CRM expertise
Course Objectives
- Understand the core functions of Salesforce, HubSpot, and Zoho
- Learn how to manage customer data effectively
- Automate sales and marketing workflows
- Apply CRM analytics for better decision-making
- Develop strategies for integrating CRM into broader business processes
Course Modules
Course Modules
Module 1: Introduction to CRM Systems
- Understanding the role of CRM in modern business
- Key differences between Salesforce, HubSpot, and Zoho
- CRM implementation challenges and solutions
- Aligning CRM with sales and marketing strategy
- Case Study: Successful CRM adoption in a mid-sized enterprise
Module 2: Salesforce Essentials
- Navigating Salesforce dashboards and interface
- Lead and opportunity management
- Workflow automation and integrations
- Reporting and analytics in Salesforce
- Case Study: Streamlining sales processes with Salesforce
Module 3: HubSpot CRM for Sales & Marketing
- Contact and lead management in HubSpot
- Email marketing automation and workflows
- HubSpot analytics and performance tracking
- Integrating HubSpot with external apps
- Case Study: Driving inbound sales with HubSpot CRM
Module 4: Zoho CRM for Small and Medium Enterprises
- Customizing Zoho CRM for business needs
- Sales pipeline management with Zoho
- Automating tasks and setting reminders
- Using Zoho analytics for sales insights
- Case Study: Scaling a startup’s sales with Zoho CRM
Module 5: Advanced CRM Strategies & Best Practices
- Integrating multiple CRM systems with business operations
- Data governance and CRM data quality management
- Using AI-powered insights in CRM systems
- Creating a CRM-driven customer success strategy
- Case Study: Multi-CRM integration for a global sales team
Course Administration
Methodology
Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation & Airport Transfer
Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.
Payment
Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].
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