This training introduces the 925WorkSuite CRM Policy and Adoption Framework, guiding staff on how to manage leads, follow-ups, and client data effectively.
It emphasizes consistent usage, accountability, and real-time visibility to improve sales performance and customer experience.
CRM Policy and Adoption Training
This session provides a comprehensive overview of the 925WorkSuite CRM Policy and Adoption Framework, focusing on how to use the CRM effectively to drive consistency, accountability, and performance across the organization.
Participants will learn the approved CRM standards, lead management processes, user responsibilities, and reporting expectations.
Through guided demonstrations and policy highlights, the training will equip every team member with the knowledge and discipline needed to manage leads, follow-ups, and client relationships seamlessly within the CRM.
By the end of the session, participants will understand how CRM adoption supports operational excellence, improves data visibility, and ensures every deal is properly tracked from start to finish.
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CRM ADOPTION TRAINING
