CRM Planning Course

Course Overview

Be empowered with the right skills and knowledge to plan effectively for the implementation of a CRM system. A CRM can support all core functions; fundraising, marketing, grant management, service delivery and impact. 

If you have been tasked with implementing a CRM, then this course is for you!

Course Objectives

Our course will help you to: 

• Understand what a CRM can offer
• Prepare a specification for what you need a CRM to do
• Facilitate conversations with team members about what a CRM can deliver
• Ask the right questions to CRM and Consultancy partners 
• Apply for funding for your CRM 
• Consider Salesforce as a CRM Solution

Course Structure

• The course is available online and accessible to watch anytime, anywhere.
• The course provides guidance and structure on how to plan for a CRM
• It is based on best practice principles taught on the BCS Business Analysis and Salesforce Consultancy