Enabling Sales with CRM

Enabling Sales with CRM is a 1.5-hour online course which provides learners with an introduction to the essential tools and strategies used in customer relationship management. As a sales professional, managing and strengthening customer relationships are central to your work. To your customers these may appear to be simple interactions, but with every interaction, there are a series of tasks, strategic decisions, and tools working together to turn leads into customers. 




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CPSA MEMBERS NON-MEMBERS

Member Price: Free with your exclusive access code found here.

Non-Member Price $69


Who Should Attend 

Any sales professional looking to understand the foundational aspects of CRM and how the customer information collected is essential to ensuring that the sales process is as effective and efficient as possible. 

Learning Outcomes 

After completing this course, participants will be able to sell more and gain insight by learning to:  


  • Identify the basics of CRM technology and related terminology and recognize popular CRM providers
  • Contrast the benefits and limitations of CRM to an organization and its users
  • Employ technology to document, organize, manage, and automate various sales activities and processes
  • Transform CRM data into powerful client intelligence to develop new and referral business, nurture existing relationships, and close more deals


Course Format 

This is a self-guided course available for use online. Students will work through a variety of readings, digital multimedia, and accompanying activities. This course can be done at your own pace in either one or multiple sessions. Learners will have access to the course for 90 days following purchase. 

Course Cancellation Policy  

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