Last Updated on February 18, 2025 by Catherine Fitzgerald B.A. M.A.

Improve Customer Relationship Skills With My Editable Training Course.

Improve customer relationship skills with Oak Innovation’s editable training course.

I provide over eight hours of practical, customizable content that companies use to develop CRM expertise.

Deliver this course confidently for your business and improve CRM skills.

Success Stories.

Not sure if this editable course material is what you want?

Our customer Charlie needed content for their work in local governments and public sector.

After downloading the training content, he left a glowing review saying that OAK Innovation modules have been wonderful and even their coaching and training services towards civil society organisations have been greatly enhanced.

Our customer Dr Stephanie also recently left a 5 star review.

What You’ll Teach.

Participants work through five transformative lessons designed to elevate CRM understanding and application:

1. Introduction to CRM (Customer Relationship Management)
Encourage participants to view CRM as both a product and a process.

Key takeaways:

• Understand CRM principles and applications.
• Explore how to introduce and deliver CRM systems effectively.

2. What is customer service?
Focus on the importance of customers and their needs.

Key takeaways:

• Discuss why customers are essential and what they want.
• Examine the concept of integration in customer service.

3. What is the impact of CRM on the organization?
Focus on the importance of CRM and the organization.

Key takeaways:

• Explore the competencies required for an effective CRM process.

4. Customer perspectives
Highlight the competencies required for effective CRM processes.

Key takeaways:

• Assess organizational impacts of CRM systems.

5. Understanding a customer-focused solution
Emphasize quality management, standards, and continuous improvement.

Key takeaways:

• Manage customers and CRM systems with a customer-focused approach.
• Analyze the effects of CRM failures on businesses.

Equip Your Learners With The Skills They Need.

In this training course on CRM skills, your participants will:

• Understand the importance of customer relationships.
• Understand the components of CRM.
• Explore the factors that can cause customer relationships to fail.
• Understand how employees can affect CRM.
• Examine how to develop a customer-centred approach.
• Understand various types of customers.
• Explore potential impacts on business.

Run Better Training Sessions With Ease.

Launch your training courses on demand and deliver training courses in real-time from anywhere.

You get instant access to slide decks, workbooks, guides, and more as required.

• Course workbook (58 pages) filled with exercises and tips.
• Instructor manual with detailed session plans.
• Slide deck (83 slides) with engaging visuals and critical concepts.
• Free training games to make learning fun and interactive.
• Free training icebreakers to foster open communication.
• Practical training guides to enhance learning.
• Course tests to measure learning outcomes and knowledge gains.
• Activities/exercises to reinforce concepts through practice.
• Reading lists to provide additional learning resources.
• Marketing material to promote your courses.
• Action plans to develop implementation strategies.

Master Your Training Courses With Our 15 Free Specialized Training Guides.

When you download any of our courses — you’ll get 15 free, limited-time bonuses to support your training courses!

• Turbocharging your training games guide (includes 17 free training games): Your guide to maximizing the use of engaging training games, guiding you through every step from selection and research to delivery, ensuring your training games are effective. VALUE $29
• Mastering the art of icebreakers guide (includes 17 free icebreakers): Grab the exact icebreakers we use when planning each training course to stay on top of every aspect for both presentations and workshops, from selection and research to delivery, ensuring your icebreakers are effective. VALUE $29
• Taking charge of course participation levels guide: A guide for taking charge of participation levels, you can use as inspiration for in your courses and workshops, including: setting standards, roles and responsibilities, simple tips that always work, and more! VALUE $29
• Reigniting your questioning skills template: A comprehensive guide to integrating questioning skills to make your training courses shine, from pre-launch drafting objectives to how to use questions after each course begins. We’ve included cool tips on alternatives to using questions into easy and fun examples! VALUE $29
• Staying ahead with active listening skills template: The exact listening skills guide template we use to encourage trainers to use listening skills within training settings, helping you develop active listening skills! VALUE $29
• Future-proofing by selecting the right course materials guide: A guide designed to ensure you get the attention of your audience, what to look for when selecting materials, and training methods that work well! Let’s simplify your workflow and help you to always select the right training materials in your courses. VALUE $29
• Improving training evaluations guide: This training evaluation guide has been transformative for our customers, boosting skills and providing valuable insights on the importance of feedback. Learn how to evaluate your courses and use our sample evaluation form. VALUE $29
• Creating presentations that people want: Your guide to crafting high-yield presentations and workshops, guiding you through every step from complexity and jargon to eliminating barriers at the preparation stage, ensuring your presentations shine. VALUE $29
• Mastering how you deal with difficult people template: Grab the exact checklist we use when planning each training course to stay on top of every detail for both presentations and workshops, from strategies to support difficult people to descriptions of behaviors and how to reduce the risk of conflict. VALUE $29
• Building personal values guide: A library of 365 personal values and calls-to-build-reflection that you can use as inspiration to build engagement within your courses. VALUE $29
• Achieving success with instructional materials guide: A comprehensive guide to make your instructional materials shine, from understanding what are instructional materials to keeping the training course going by using the correct instructional materials! VALUE $149
• Taking charge of the emotional reactions to change guide: The exact presentation guide we use to reach out to participants, helping you explore different reactions to change! VALUE $29
• Developing a solid trainer trust score guide: A ten-step strategy designed to assist you to build a stronger trust score. Let’s simplify your workflow and turn participants into engaged followers across your courses. VALUE $29
• Empowering others to set goals guide: This how to set goals guide has been transformative for training courses and workshops, boosting skills and providing valuable insights. Learn how to create SMART goals and develop problem-solving skills for growth. VALUE $29
• Creating presentations that people remember guide: Your guide to crafting engaging presentations and workshops, guiding you through every step from content preparation and research to delivery, ensuring your presentations succeed. VALUE $29

Instant Expertize at Your Fingertips.

Download and deliver this training material with confidence, eliminating hours of preparation time.

Customization Without Limits.

Seamlessly integrate your brand and tailor content to your organization’s unique challenges.

Oak Innovation Advantage.

• Unparalleled Flexibility: Fully editable content that adapts to your unique needs.
• Effortless Mastery: Our robust, easy-to-present material ensures flawless delivery, even for novice trainers.
• Instant Impact: Transform customer relationships into catalysts for business growth.
• Comprehensive Resources: We’ve got you covered from icebreakers to action plans.

 
Empower your learners to:

• Master the art of customer relationship management
• Navigate the complexities of CRM systems with confidence
• Craft powerful strategies to optimize customer interactions
• Harness CRM as a springboard for organizational excellence
• Lead with vision and drive meaningful customer-centric shifts

Four Transformative Modules.

• CRM Foundations: Uncover the essence of CRM and its organizational impact
• Customer Service Mastery: Explore the art of exceeding customer expectations
• Organizational Integration: Transform CRM from a tool to a company-wide philosophy
• Customer-Focused Solutions: Craft the blueprint for unparalleled customer experiences

Bring an organization’s CRM capabilities to unprecedented heights with Oak Innovation’s CRM Skills course materials.

Boost Training Efficiency With Proven Materials.

Do you want a flexible training resource that allows you to swiftly customize materials on customer relationship management skills across multiple disciplines, ensuring alignment with your company’s evolving needs and industry trends?

Our editable corporate training materials empower trainers to deliver engaging CRM training that drives performance improvement, leading to more effective and efficient teams in the workplace.

Now, you can start relevant conversations with your teams and leaders using these training course materials on CRM Skills.

The customer relationship management skills course content provides essential training for professionals who master customer relationship management strategies.

By exploring the fundamentals of customer interactions, participants learn to develop robust relationship-building techniques that drive business success.

The course material equips learners with practical skills in understanding customer perspectives, managing customer relationships, and implementing effective CRM systems.

Participants gain insights into creating positive customer experiences, understanding customer needs, and developing strategies that strengthen organizational performance.

Designed for professionals at all levels, this training offers a comprehensive approach to customer management, enabling individuals to enhance client satisfaction, improve communication, and contribute to long-term business growth through strategic relationship development.
 

Launch Your Corporate Training Courses In Minutes Using Our Editable Training Course Material.

Use the power of our adaptable corporate learning to craft bespoke, high-impact training experiences.

This approach improves participant engagement, and propels your professional reputation into the stratosphere.

This training course material can be used to run a customer relationship management skills course.

These instantly accessible, engaging, interactive, no-prep training course materials are also an excellent resource for helping your audience develop customer relationship skills with internal and external customers.

The course lessons are also fully editable and target various critical CRM skills.
 

The Easiest Way To Build Skills And Improve Learning.

Oak Innovation combines everything you need to develop learners, manage course delivery, improve learning, and more.

Companies such as Apple, Grenoble Graduate School of Business, Peer Resources, and Carlsberg selected Oak Innovation’s suite of editable course material to increase skills and scale their training courses globally.

Based on the learning objectives listed, participants in your course will gain the following skills:

• Understanding CRM principles: Ability to comprehend the basic principles and applications of Customer Relationship Management.
• CRM system implementation: Knowledge of how CRM systems can be introduced and effectively delivered within organizations.
• Customer service fundamentals: Understanding what customers want and the concept of integration in customer service.
• Organizational impact analysis: Ability to assess the impact of CRM on an organization.
• CRM competencies: Understanding the key competencies required for an effective CRM process.
• Customer perspectives: Skills to recognize different perspectives on selling within CRM environments.
• Customer-focused solutions: Ability to manage customers and CRM systems with a customer-focused approach.
• Quality management: Understanding of quality management skills and their relation to CRM.
• Continuous improvement: Knowledge of standards and continuous improvement processes in CRM.
• CRM failure analysis: Ability to understand the impact of CRM failure on companies.
• Customer relationship building: Skills to establish and maintain strong customer relationships.
• Customer types recognition: Understanding of various types of customers and their needs.
• Business impact assessment: Ability to examine potential impacts of CRM on business operations.
• Employee impact on CRM: Understanding how employees can affect CRM processes and outcomes.

Participants will develop a comprehensive understanding of CRM, from theoretical concepts to practical application in organizational settings.

The course aims to equip learners with the skills to implement, manage, and optimize CRM processes for improved customer relationships and business outcomes.

The Training Course Material Solutions Your Courses Needs.

Deepen connections with your target audience using editable training course material. Customize with a few clicks and streamline your courses.

• You can fully edit fonts, logos, and branding – all easily done.
• The course material can be edited with Microsoft Word, PowerPoint, and PDF.
• This is a one-time purchase with no ongoing fees or subscriptions.
• The course templates have everything you need to deliver courses.
• You get instant access after placing your order.
• Your order adds significant value to the time savings you receive.
• The content increases the type of corporate, employee, and leadership courses you can deliver.

Check out all the other training course materials in our store.

Connect The Right Courses With The Right People.

Delivering training courses on customer relationship management skills with Oak Innovation offers freedom-earning opportunities.

It’s an excellent alternative for consultants and independent training professionals who don’t have the time to spend hours and days creating training content.

Or maybe you’re already an employed trainer, people manager, or individual who wants to supplement your income by delivering training courses using Oak Innovation’s editable course material.

Oak Innovation is built to bring people and training course material together.

Roles that should attend this course include:

• Sales and marketing professionals.
• Customer service representatives.
• Business development managers.
• Anyone involved in customer relationship management.