crm online training

CRM Online Training with Free tutorials

Customer relationship management or (CRM) is accounted for to be a term that is utilized to specify to your different practices and advancements that many organizations used to deal with and furthermore to assess client communications helped by the main point of enhancing business associations with shoppers, enjoying customer interaction and working on the improvement. The greater part of the CRM program is that it can be presently worked out to make the subtle elements of buyers which come through different channels that may be the purposes of connecting with including the client also the business.

CRM systems are being used extensively across companies to streamline their sales as well as lead management. It is using a set of strategies, practices, technologies to know more as it is consolidating all the customer information into one place for easy access and reference so that the business users can easily manage and track the productivity. There are many tools that are available in the market such as Microsoft, Salesforce, Oracle amongst many others.

crm online training

crm online training

Why should I take up training?

You must take up CRM training on OHO Training from acclaimed trainers who have many years of training experience and will be ready to offer you customized courses. The training is 100% real-time, practical as well as placement focussed which concentrates on basic level training to advanced level training. They are CRM certified professionals with more real-time experience in live projects.

You can now take CRM online training too that is completely focused to get placement in MNC all over the US and you can take up official CRM certification too at the completion of our course. The course syllabus is enough for anyone who wants to get CRM certification which meets industry expectations. You can also choose multiple class timings which suit everyone who wants to learn at their own timings. It can be scheduled on regular weekdays and weekends based on the students request on a one-to-one basis.

Are there any prerequisites to take up the course

To take up the CRM training classes you need to have a basic understanding of CRM and applications as well as business requirements. Candidates who have knowledge of Windows, networking and active directory. Not all courses have the same prerequisites, but candidates with some knowledge of software development, SQL, XML etc. are needed and thus before they plan to take up the course, a candidate must have the exact prerequisite.

Nowadays learning dynamic CRM has become a norm and these days it has become one of the strongest career in the field. Some of the best software’s in this genre are given by Microsoft, Oracle and Salesforce and you can look up to take up any of them as part of the course to help you get the maximum exposure as a CRM professional.

What will be taught under the course

The CRM bootcamp will be dealing with the following topics

  1. Introduction to CRM and the need for it.
  2. Implementing and Managing Marketing Campaigns
  3. Reporting and Goals
  4. Sales Management in Microsoft Dynamics
  5. Demo of Web User Interface (CRM WEB UI)
  6. CRM Actions and Middleware
  7. UI Configuration and Transaction launcher
  8. Working with the Product Catalog
  9. Sales Order Processing and Analysis
  10. Reporting and Goals
  11. Service Management in Microsoft Dynamics
  12. Working with Cases and Contracts
  13. Using the Knowledge Base
  14. Working with Teams and Queues
  15. Analysis, Reporting, and Goals
  16. Service Scheduling in Microsoft Dynamics
  17. practical exercises and live examples
  18. Current CRM tools in the market such as SAP CRM, Oracle CRM, Microsoft CRM.

After completing the CRM course, the candidates will be able to achieve the following successfully

  • They will know how to help their organization to retain customers and improve relationships.
  • They can provide easy access to all the needed client data and information from a single source.
  • Track the productivity in terms of the sales and the leads thus driving the sales growth.
  • You can be configuring and customizing the CRM system to all the business needs.
  • Track the consumer behaviour using the deployed CRM system.
  • Providing a good cost-effective solution that are related to customer grievances, services and complaints.


What is Customer Relationship Management?
Impact of IT and Globalization on CRM
Evolution of CRM and Classifications
The Value Pyramid
Customer Interaction Cycle
Customer Profiling and Total Customer Experience
Goals of a CRM Strategy and Obstacles
CRM Solutions Map
Customer Centric Enterprise (CCE)
Discussing People, Processes and Technology
CRM in Various Industries
Misconceptions about CRM

Different Processes and Information Flow
Customer Lifecycle Management (CLM)
Customer Lifetime Value (CLV)
Contact Management
Activity Management
Issue Management
Workflow Management
Sales Force Automation (SFA)
Opportunity Management
Marketing Automation
Collaboration Processes
Enterprise Portals and Dashboards

An Introduction to Analytics
Pattern Based Strategy
Analytics Techniques and Methods
CRM Intelligence Management Cycle
CRM Data Warehouse
Customer Centric Data Mining
Measuring Profitability

Classifications of CRM Tools
Microsoft Dynamics CRM 3.0
Sugar CRM
VtigerCRM 5
Open CRX
Compiere ERP and CRM
Salesforce CRM
Zoho CRM

Defining the CRM Vision
Assessing CRM Readiness
Factors Affecting CRM Implementation
CRM Implementation Challenges
Phases of CRM Implementation
Upgrades and Change Management
CRM Implementation Pitfalls
CRM Performance Measurement

CRM in Different Industries and Sectors
Customer Relationship Management (CRM) in Banking
CRM Solution for a Farm Equipment Manufacturer
Customer Relationship Management at Farm Credit Services of Mid-America
Developing E-Government Integrated Infrastructures: A Case Study
A Case Study of Emergent and Intentional Organizational Change



Matt Demon

Learning Scientist & Master Trainer
Matt Demon has been a professional educator
for the past 18 years. He’s taught, tutored,
and coached over 900+ students, and he
holds degrees in Computer Science
from Harvard University. He has
spent the last 7 years studying how
people learn to code and develop applications.

John Britto
Learning Scientist & Master Trainer
He has been a professional educator for
the past 17 years. He’s taught, tutored,
and coached over 700 students, and
he holds degrees in Information Technology
from Brooklyn University. He has
spent the last 8 years studying how
people learn to code and develop applications.


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