Empower Your Team with CRM Training

Comprehensive training program prepared from 10+ years CRM industry experience and 200+ enterprise projects.

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Why CRM Training?

Fast Adoption

Trained teams adopt CRM 3 times faster. Productivity loss during the transition period is minimized.

Productivity Boost

With proper training, your team effectively uses all CRM features and repetitive tasks are automated.

Accurate Data Entry

Consistent and accurate data entry is ensured through training. Clean data means accurate reporting.

ROI Maximization

Your team must use the system at full capacity to get the highest return on your CRM investment.

Training Program Content

A 5-module program built from experience gained in 200+ enterprise projects

1

CRM Fundamentals

What is CRM and why does it matter? Customer lifecycle, data management basics, CRM terminology, and basic navigation. An introductory module for your team to establish a common language.

2

Sales Management

Lead management, opportunity tracking, pipeline building, proposal preparation, and sales forecasting. Hands-on training for your sales team to manage daily workflows in the CRM.

3

Customer Service

Support ticket management, SLA tracking, customer satisfaction measurement, and escalation processes. For your customer service team to improve service quality with CRM.

4

Reporting and Analytics

Dashboard creation, sales reports, performance metrics, and data analysis. Reporting skills that enable managers to make data-driven decisions.

5

Advanced Customization

Custom fields, automation rules, workflow design, and integration management. Advanced configuration training for IT teams and CRM administrators.

CRM Training | Courses & Certification Program - Rapitek

Training Formats

Online Live Training

Interactive live training via Zoom. Flexible scheduling, recording option, and real-time Q&A. Ideal for teams across different locations.

On-Site Training

Hands-on training at your company with real business scenarios. Learning in your own environment is the most effective method.

Video Library

Learn at your own pace. Module-based video lessons, practical tips, and step-by-step guides. Ideal for newly joined team members.

Who Is It For?

Sales Teams

Learn lead management, opportunity tracking, and pipeline usage. Manage your sales processes on CRM.

Customer Service

Effectively manage support tickets, SLA tracking, and customer satisfaction on CRM.

Managers

Make data-driven decisions with dashboards, reporting, and performance analysis. Track team performance.

IT Teams

System administration, integration configuration, custom field creation, and automation rule design.

Submit a Training Request

Leave your information for customized training planning for your team, and we will call you.

Frequently Asked Questions

How long does CRM training take?
Basic CRM training is 1-2 days. Advanced modules (automation, reporting, admin) are 3-5 days. Training duration varies based on team size and customization needs.

Are there prerequisites for CRM training?
No prerequisites. Our training programs are designed for all levels from beginner to advanced. Basic computer literacy is sufficient.

Is support provided after training?
Yes. We provide 30-day post-training support. Direct WhatsApp/phone access for questions, refresher sessions, and updated training materials.

What is the minimum number of participants for on-site training?
Minimum 5 participants for on-site training. For smaller teams, we recommend online training sessions which are equally effective.

What is the difference between online and on-site training?
Both cover the same content. On-site training offers hands-on practice with immediate feedback. Online training offers flexibility and recording for later review. We recommend on-site for initial training and online for refreshers.

Which industries is CRM training targeted at?
Our CRM training is industry-agnostic but includes industry-specific examples. We have experience in manufacturing, retail, B2B sales, real estate, finance, healthcare, logistics, and technology sectors.

Ready to Empower Your Team with CRM?

Let's create a custom training program for your team with 10+ years CRM experience and knowledge from 200+ enterprise projects.

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