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CRM Sales

  1. INTRODUCTION

Welcome to our comprehensive Learning Management System designed specifically for the Sales and Business Department. In this dynamic course, you will gain a profound understanding of the intricacies of our business operations and customer relationship management. With a strategic focus on enhancing your skills, this course will walk you through every crucial aspect of the sales process.

Throughout this training, you will delve into the fundamental concepts, starting with an insightful overview of our business flow. You will then explore the power of Customer Relationship Management (CRM), understanding how it forms the backbone of successful sales strategies. From converting leads to crafting compelling opportunities, from preparing quotes that resonate with clients to meticulously logging calls, you will master each step of the sales journey. Moreover, you will become adept at creating and updating tasks, managing accounts, executing effective customer follow-ups, and even orchestrating projects that contribute to our organizational growth. Get ready to empower yourself with invaluable skills that will elevate your contribution to our sales and business endeavors.

  1. ABOUT COURSE

What will you learn:

  • Overview – Business Flow
  • Introduction to CRM
  • How to Convert Lead
  • How to Create Opportunity
  • How to Prepare Quotes
  • How to Log Call
  • How to Create and Update Task
  • How to Create Account
  • Follow up Customer
  • How to Create Project
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Product Presentation Course

  1. Product Presentation Course

    Topic 1: Introduction to Our Company and Solutions

    Summary: In this first module, you will get an overview of our company, including our mission, vision, and core values. We will also introduce you to our comprehensive range of solutions designed to meet the diverse needs of our clients. Additionally, you will learn how to effectively present these solutions to customers using the provided presentation slides. A detailed video guide will walk you through the best practices for delivering a compelling and professional product presentation.

    This foundational knowledge will equip you with the necessary information and techniques to confidently communicate our company’s offerings to potential clients. By the end of this module, you should feel prepared to present our products and solutions effectively.

    Key Learning Objectives:

    • Understand the mission, vision, and values of our company.
    • Gain a clear understanding of our product and service offerings.
    • Learn how to use presentation slides to effectively communicate with clients.
    • Develop skills for delivering professional and engaging product presentations.

    Start this module to build a strong foundation for representing our company and its solutions confidently and effectively.

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Event Management

In this lesson, staff will learn how to manage events effectively according to standard operating procedures (SOP). As the appointed event manager, taking full responsibility and coordinating with the admin and IT teams is crucial for event success.

Key focus areas include:

  • Planning: Set clear focus and target goals for the event.
  • Item Checklist: Determine the solutions and equipment needed for the event.
  • Communication with Organizer: Collaborate with event organizers and offer sponsorship, particularly in IT equipment.
  • Team Arrangement: Admin handles allowances, meals, and items; IT manages setup and provides technical support.
  • Reporting: Track and report leads, Google reviews, potential clients, and collaboration opportunities.

This lesson ensures staff are prepared to manage events seamlessly from start to finish.