Course Summary
In this course students learn about Customer Relationship Management (CRM) software, and how to create a CRM project plan. The course will cover the newest advances and technologies in the CRM industry, and will showcase actual software samples and speakers as the opportunities arise.
Duration
4 hours.
Audience
Project and program managers, project coordinators, project team members, IT professionals, IT team members, business and IT managers, team leaders, and product managers.
Additional Notes
Instructor
Gary Gack is the founder and President of Process-Fusion.net, a provider of Assessments, Strategy advice, Training, and Coaching relating to integration and deployment of software and IT industry best practices. Mr. Gack holds an MBA from the Wharton School and is a Lean Six Sigma Black Belt. In addition he is an ASQ Certified Software Quality Engineer (CSQE), a Certified Scrum Master, a Visiting Scientist with the Software Engineering Institute (2006) where he co-authored the "Measuring for Performance Driven Improvement 1" course for which he is an authorized instructor, and he holds the ITIL Foundation Certification. He has more than 40 years of diverse experience in the software and IT industry, including more than 20 years focused on process improvement.
Pricing Options
Quantity discounts are available for this course. This course can be bundled with other cPrime University modules to build a custom training solution for your organization.
Outline
- What is Customer Relationship Management (CRM) software?
- Overview of CRM software industry
- CRM tools and technologies
- Popular CRM software products and platforms
- What are common tasks that a project manager must do on a CRM project?
- Critical success factors for a winning CRM project
- Review sample CRM project plans
- Upcoming advancements on the CRM horizon
- Workshop: Create a CRM Project Plan
