CRM Training With Certification & Placement Course

Enhance your professional credibility & increase your recognition in the job market with our CRM training and placement course. Increase your chances of successfully obtaining recognized certifications from our CRM experts.

Request Here For more details like upcoming batch, course brochure, fees, placement support.

Training Highlights

  • Affordable Pricing
  • Real Time Projects
  • Certification Assistance
  • Resume Preparation
  • Guaranteed Placement

CRM Training With Certification & Placement Course

crm training

CRM, or Customer Relationship Management, is a strategic approach and a set of technologies designed to manage and enhance the relationship between a business and its customers. At its core, CRM focuses on recognizing customers' significance as a business's central driving force. The methodology involves capturing, organizing, and utilizing customer information to improve various aspects of business operations.

CRM systems provide a centralized platform to gather and analyze customer data from various sources. They facilitate efficient management of leads, opportunities, and sales activities. Those who learn CRM can use these tools to optimize the sales process, identify potential upsell or cross-sell opportunities and boost sales effectiveness.

Proficiency in CRM is a valuable skill in various industries. Learning CRM by taking up CRM certification courses can open up career opportunities in customer service, sales, marketing, and even in roles specifically dedicated to CRM implementation and management. By learning CRM, individuals can gain deep insights into customer preferences, behaviors, and needs. This understanding allows for more personalized interactions and tailored services. Many CRM software providers offer certifications. Acquiring these CRM certifications can enhance one's professional credibility and increase recognition in the job market.

Why Choose Octovion For CRM Certification Course

1. 35 Hours of Hands-on Experience

Octovion's CRM certification course program provides an immersive learning experience focusing on hands-on activities. Over the course of 35 hours, participants engage in practical exercises, simulations, and real-world scenarios, gaining valuable experience in navigating CRM systems and applying key concepts in a hands-on setting.

2. Instructor-Led Online Training / Computer-Based Training

Octovion offers a flexible training approach, allowing participants to choose between instructor-led online sessions or computer-based CRM certification course. This accommodates diverse learning preferences, ensuring that participants can engage with the material in a way that best suits their individual needs and schedules.

3. Lifetime Access to Self-Paced Learning

Enrollees in Octovion's CRM certification course enjoy the privilege of lifetime access to self-paced learning materials. This unique feature empowers participants to revisit the training content at their own pace, reinforcing concepts and staying updated on CRM trends and advancements throughout their professional journey.

4. Implementation of Real-Time Projects

The CRM certification course program goes beyond theoretical knowledge by implementing real-time projects. Participants apply their learning to practical scenarios, gaining a deeper understanding of how CRM concepts are utilized in authentic business environments.

5. Marketing and Boosting Resumes to Prospective Employers

Octovion recognizes the importance of acquiring skills and effectively marketing them to potential employers. The CRM certification course includes guidance on resume enhancement, helping participants showcase their newly acquired expertise and stand out in the competitive job market.

6. Case Studies and Real-Time Project

In addition to hands-on experience, participants delve into case studies and real-time projects that mirror challenges encountered in the industry. This approach ensures that participants can apply theoretical knowledge to solve practical problems, preparing them for the complexities of CRM implementation in the real world.

7. Post-Training Support

Octovion is committed to the ongoing success of its learners. The CRM certification course program includes post-training support, providing a resource for participants to seek guidance, clarification, and additional assistance as they encounter CRM-related challenges in their professional roles.

8. Certification Assistance

The training program includes support for participants seeking CRM certifications. Octovion guides learners through the certification process, helping them prepare and increase their chances of successfully obtaining recognized certifications that validate their CRM expertise.

9. Guaranteed Placements

Octovion stands by the employability of its CRM-trained participants by offering guaranteed placements. The training program includes support in connecting qualified individuals with potential employers, increasing the likelihood of successful career transitions.

CRM Certification Course Content

Module 1: Introduction to CRM Ecosystem

  • Overview of Customer Relationship Management
  • Introduction to CRM and its importance
  • Components of the CRM Ecosystem

Module 2: Partner Processing

  • Understanding Partner Processing in CRM
  • Partner functions and their significance
  • Partner determination and configuration

Module 3: Business Partners

  • Concept of Business Partners in CRM
  • Creation and Management of Business Partners
  • Relationship between Business Partners

Module 4: Master Data Management

  • Product Master in CRM
  • Account Management best practices
  • Organization Management and its role in CRM

Module 5: Transaction Processing

  • Basics of Transaction Processing
  • Configuring and executing transactions in CRM
  • Transactional data in the CRM system

Module 6: Activity Management

  • Importance of Activity Management in CRM
  • Configuring and managing activities
  • Tracking and reporting on activities

Module 7: CRM Actions and Middleware

  • Understanding CRM Actions
  • Middleware in CRM integration
  • Data synchronization and communication between systems

Module 8: UI Configuration and Transaction Launcher

  • User Interface Configuration in CRM
  • Transaction Launcher setup and usage
  • Enhancing user experience in CRM

Module 9: Segmentation and Quotation Management

  • Customer Segmentation in CRM
  • Creating and managing quotations
  • Quotation follow-up and tracking

Module 10: Opportunity Management

  • Basics of Opportunity Management
  • Sales stages and opportunity tracking
  • Forecasting and reporting on opportunities

Module 11: Visit Planning and Marketing Planning

  • Planning and organizing customer visits
  • Marketing planning in CRM
  • Integrating visits and marketing strategies

Module 12: Campaign Management and Territory Management

  • Designing and executing marketing campaigns
  • Territory Management best practices
  • Aligning campaigns with territory strategies

Module 13: Demonstration of CRM Web User Interface (CRM WEB UI)

  • Overview of CRM Web UI
  • Navigation and features of CRM Web UI
  • Hands-on demonstration and practice

Module 14: Current CRM Tools in the Market

  • Survey of contemporary CRM tools
  • Comparison and analysis of popular CRM solutions
  • Emerging trends in CRM technology

Module 15: Certification and Career Paths

  • Overview of CRM certifications
  • Paths for SAP CRM, Oracle CRM, and Microsoft CRM certifications
  • Career opportunities and advancement in CRM

Final Project: Implementation Case Study

  • Application of CRM concepts in a real-world scenario
  • Project presentation and evaluation

The course is designed to provide a comprehensive understanding of CRM concepts and practical skills. The blend of theoretical knowledge, hands-on practice, and real-world applications aims to equip students with the necessary skills for a successful career in Customer Relationship management.

So what are you waiting for? Get in touch with us at +1 (908) 617-0009 or drop us a line at for details on our newest IT courses.

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Upcoming schedule for inclass / online crm training course

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