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 |
| 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) | TBA |
| 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
This instructor-led training course is delivered using a blended learning approach comprising presentations, guided practical sessions, web-based tutorials, and group work.
Accreditation
Participants will receive a Tech For Development Certificate of Course Completion.
Training Venue
Held at the Tech For Development Training Centre.
Accommodation & Airport Transfer
Arranged upon request.
Email: letstalk@techfordevelopment.com
Phone: (+254) 790 824 179
Tailor-Made
Customised training available.
Payment
Send proof of payment to letstalk@techfordevelopment.com.
