Kerrin is the HR and Operations Manager at Leading Training and is passionate about learning and personal growth. She has a BA (HDip) Ed from Wits University with majors in English and Psychology and has experience teaching English at high school level and extensive experience in training and managing.
She loves dealing with people and the general well-being of the staff and delegates is her primary concern. She also facilitates soft-skills courses in HR, leadership and instructional design.
She is a qualified SDF (Skills Development Facilitator), having completed the UNISA Certificate in Skills Development Facilitation in 2015 with distinction. She is registered as an HR generalist with the SA Board for People Practices (membership no. 42866985). She, together with a team of professional facilitators, project manages agile customised training interventions for Leading Training clients. Their services range from training material development incliuding accredited and online learning, to high-impact facilitated interventions that result in organizational change and team growth.
She is accredited as a Level 1 Cultural Intelligence Facilitator with The Cultural Intelligence Center, has completed the Wits online Instructional Design course in 2017 and is a Certified ScrumMaster® through Scrum Alliance. Kerrin is a dynamic facilitator who consistently gets excellent reviews for the training she conducts.
Lawrence is a Sales Manager and Training instructor at Leading Edge Business Solutions (Pty) Ltd since April 2008 and has been a technical instructor since 2004. Lawrence combines technical knowledge with good communications skills and consistently receives enthusiastic reviews from his students. Lawrence has trained in all 9 provinces of South Africa as well as in the DRC, Botswana, and Swaziland.
Operating Systems and Application Software Windows 95 – Windows 10, Office 97/2000/XP/2003/2007/2010/2013/2016 Linux PowerBI Microsoft Word, Excel, PowerPoint, Outlook, Access, Project, Visio, Microsoft Excel Dashboards Open /Libre Office Writer, Calc, Impress, Base Thunderbird Google Apps Gimp, Scribus Wordpress and Joomla Content Management Systems Soft skills / Business Skills Selling, Presentation, Communication, Time Management & Anger Management.
Certified Certified Technical Trainer (Ctt+) N5 Electrical Engineering Installation Liaison Officer (Telecommunication) Business Communication Entrepreneurship Microsoft Office Specialist, Word, Excel, PowerPoint ICDL Network+ I-Net+Hardware and Networking from City & Guilds of London IC3 Google AdWords Google Analytics
Customer relations management and forming lasting partnerships with customers is crucial to the success of modern business.
This course will help you teach participants how to:
Develop an understanding of the terms and benefits of CRM on a company's bottom line.
Analyze the different components of a CRM plan.
Develop their checklist for readiness and success in CRM.
Identify how CRM creates value for organizations and customers.
Identify developmental roles that have the greatest impact on CRM.
Leading Training is focusing on providing virtual training
courses for the foreseeable future and will only consider
in-person and classroom training on request, with a required
minimum group size of four delegates. We remain committed to
offering training that is fast, focused and effective.
Save up to 10% by booking and paying
10 business days before the course.
Information may change without notice.
Managers, Sales staff, Client service personnel
Course Outline / Curriculum
You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.
Customer Relationship Management
To begin, participants will look at what CRM programs they are involved in and how these programs have affected their lives. Participants will also explore the meaning of CRM and its potential value.
What CRM Is and Who It Serves
Next, participants will look at different types of CRM programs and the needs they can serve.
Checklist for Success
This session will explore evaluation metrics and privacy issues.
Requirement Driven Product Selection
During this session, participants will look at the Requirement Driven Product Selection process. This process requires defining the business need (or pain or problem, depending on the issue), deciding which functions are needed to meet the requirements, and then defining the products that support the selection.
Considerations in Tool Selection
This session will look at ways to narrow the scope of your field and to get the right people to move your CRM program along.
Strategies for Customer Retention
Next, participants will explore ways to retain customers through a large group discussion.
Building the Future
During this session, participants will explore the four pillars of CRM and how they can use them to help others embrace the CRM plan.
Homegrown vs. the Application Service Provider
Participants will look at the advantages and disadvantages of developing a program in-house versus using an Application Service Provider.
The Development Team
This session will give participants the framework for building a stellar CRM team.
Evaluating and Reviewing Your Program
To conclude the day, participants will look at some evaluation tools, including customer profiles and life cycles.
At the end of the day, students will have an opportunity to ask questions and fill out an action plan.
Schedule Dates and Booking
There are currently no scheduled dates.
Please note that this course needs a minimum of 6 delegates to schedule
a course. You can choose to be added to the waiting list by clicking the
button below and we will contact you when we have enough delegates
interested. Should we not get enough delegates, we will refund or credit
your paid booking.
Should you need this course urgently, the following options are
Pay for 6 delegates (whether you have them or not) and we will
schedule the course as soon as possible.
If you have fewer delegates and cannot pay for 6, we can negotiate
a shortened course where some of the time will be spent in blended
learning - watching videos and doing tutorials and exercises with
some contact time with the trainer. We would want to discuss what
your core needs are so that we cover those aspects. You need to have
paid for 3 delegates at least.
Bringing your own PC
It is very important that you have full administrator rights to your
computer so that any software needed for the course can be installed
Please ensure that you arrive at least 30min early on the first day
of training in order to get your PC setup correctly.
If this is not possible then it will be better to make use of our