Mastering Customer Relationship Management (CRM) for Sales Growth and Client Retention Training Course, offered by Oxford Training Centre, is a specialised programme designed to advance practical knowledge in sales-driven client relationship systems. Positioned within the broader spectrum of Customer Service Training courses, this training develops the skills needed to maximise CRM for data management, engagement strategy, and long-term customer retention.
As organisations strive to increase profitability through repeat business and optimised sales processes, CRM emerges as a central tool for aligning customer insights with sales performance. This course builds competency in using CRM tools for sales and marketing, configuring systems for customer segmentation, and executing retention strategies based on measurable analytics.
Participants explore how CRM platforms integrate with sales pipelines, manage client touchpoints, and guide decision-making using behavioural trends. A key focus is placed on sales and CRM integration, allowing professionals to link business development objectives with customer loyalty outcomes.
Through practical scenarios, system demonstrations, and structured learning, the course provides advanced CRM techniques, strategic customer engagement models, and real-time client interaction workflows. By the end of this programme, learners will be equipped to implement CRM strategies that enhance client relationships, foster repeat sales, and streamline customer service operations.
Objectives
- Apply CRM principles to increase client satisfaction and sales conversions
- Use CRM systems to map and manage the entire customer journey
- Align CRM strategies with key sales and marketing objectives
- Integrate CRM tools into business development and retention efforts
- Improve data-driven decision-making through CRM analytics
- Apply best practices in client segmentation, targeting, and follow-up
- Implement CRM dashboards for performance measurement
- Coordinate cross-functional teams around centralised CRM platforms
- Design and monitor loyalty programmes using CRM insights
- Build internal policies for effective customer data management
- Reduce churn by optimising post-sales customer interactions
Target Audience
- Sales executives and consultants managing customer pipelines
- Client relationship managers handling strategic accounts
- Marketing professionals using CRM for personalised campaigns
- Business development officers targeting retention and growth
- Mid-level managers overseeing customer lifecycle programmes
- CRM platform users seeking improved sales alignment
- Customer service managers responsible for support workflows
- Entrepreneurs aiming to enhance repeat business through CRM
- Account managers involved in upselling and retention
- Project managers coordinating CRM implementation initiatives
How Will Attendees Benefit?
- Gain advanced skills in CRM for sales professionals and account teams
- Learn how to improve customer retention with CRM analytics and insights
- Build confidence in managing client relationships effectively
- Use CRM tools to support sales process improvement and forecasting
- Enhance ability to integrate CRM into multichannel marketing strategies
- Apply CRM-based segmentation to personalise customer interactions
- Monitor KPIs using CRM dashboards and performance reports
- Develop strategies for customer loyalty management training
- Improve alignment between marketing, sales, and service departments
- Manage data security, compliance, and privacy in CRM systems
- Upskill in CRM strategy course for managers and decision-makers
Course Content
Module 1: Understanding CRM in a Business Context
- Defining CRM and its strategic value in sales and retention
- Evolution of CRM in customer lifecycle management
- CRM functions across sales, service, and marketing
Module 2: CRM Tools and Technology Platforms
- Types of CRM systems: operational, analytical, collaborative
- Key features of CRM software for client data and interaction tracking
- Selecting and configuring CRM tools for different organisational needs
Module 3: Planning and Executing CRM Implementation
- CRM implementation training course methodology and phases
- Aligning organisational structure with CRM adoption
- Addressing change management and adoption challenges
Module 4: CRM and the Sales Funnel
- Using CRM for lead tracking, scoring, and follow-up
- Monitoring deal progression and forecasting outcomes
- Automating sales tasks to improve efficiency and accuracy
Module 5: Customer Data Strategy and Compliance
- Data acquisition, segmentation, and profiling in CRM
- GDPR and privacy considerations in customer data management training
- Ensuring data integrity and CRM system maintenance
Module 6: Enhancing Retention Through Engagement
- Designing loyalty programmes using CRM behaviour tracking
- Implementing customer retention training course techniques
- Using feedback loops and customer satisfaction metrics
Module 7: CRM Integration with Sales and Marketing
- Connecting CRM with email marketing and campaign systems
- Synchronising content and offers based on CRM segments
- Tracking campaign ROI through CRM-generated reports
Module 8: Strategic Client Relationship Management
- Structuring touchpoint management across multiple channels
- Proactive outreach and follow-up for high-value clients
- Best practices in managing client relationships effectively
Module 9: CRM for Business Development
- Using CRM to identify upsell and cross-sell opportunities
- Applying CRM and customer journey optimisation training
- Expanding market reach and customer acquisition through CRM insight
Module 10: Evaluating CRM Performance and ROI
- CRM success metrics and operational KPIs
- Continuous improvement cycles for CRM efficiency
- Reviewing usage trends and reporting effectiveness