Training
- by admin
CRM Technical Training
From automated workflow rules to advanced blueprint process management, this course takes a deep dive into the advanced features of Customer Relationship Management. Our intensive, hands-on training empowers your staff with automation technology to deliver more results in less time.
Day 1 Learning Objectives:
• Optimizing fields within lead, client and account-level profiles to eliminate redundancies and clutter.
• Streamlining module layouts to improve navigational efficiency.
• Email template design best practices to ensure CASTL compliance.
Automation:
• Advanced workflow rules to automate repetitive tasks and trigger powerful marketing sequences.
• Using actions to send emails, schedule tasks, update fields and trigger webhooks or custom functions.
Process Management:
• Blueprint mapping to gently guide staff through what actions should be taken at what time, and prompt them for the right information in the right sequence.
• Using the blueprint drag and drop visual editor to connect your sales actions together.
Day 2 Learning Objectives:
• Leveraging powerful integrations with Google, Microsoft and other partners to create company-wide efficiencies.
Reporting:
• Customize powerful management reports for full transparency into your organization.
• Sales reports, completed activity reports, lead source reports and more.
SMS Automation:
• Best practices for SMS integration for manual and automated text messaging to drive better contact rates.
Appointment Scheduling & Reminders:
• Integrating appointments into your CRM with a multi-channel (SMS, email, manual and automated telephone) appointment confirmation strategy.
Rates:
- $9,950 CAD per person.
Includes:
- 2 Full Days Intensive Training.
- 8 Hours of Follow up Training.
Meet the Trainers:
Lives to empower, encourage, enlighten, and push the boundaries of what people believe is possible. He specialize in training / developing business and technical systems that put business owners in the pole position. Matt has a bachelors degree in entrepreneur management from Royal Road University, 10+ years integrating business technical systems and delivering training related to those systems.
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Retail Sales Training
This program will identify the strengths, weaknesses, and opportunities within your employees current sales methods. We will work with your employees to integrate our proven and effective sales processes to help your them become more successful in the workplace.
Your employees will:
- Learn why people buy, how to match your merchandise to their desires and routinely add-on to the sale.
- Handle customer concerns and objections to comfortably close more sales – Today.
- Build loyalty, create customers for life and make each customer more profitable.
- Learn how to assess a customer’s shopping profile and engage them in comfortable conversation that will result in more sales.
To maximize your success, we will cover the Nine Steps of Selling:
1. Building Your Competence:
Learn the psychology of selling and why people buy.
2. Opening the Sale:
Engaging the customer with effective opening lines and techniques.
3. The quick Tour:
A brief walk around the store to familiarize customers and strengthen relationship with staff.
4. Probing:
Determine what the customer is shopping for.
5. The Demonstration:
Create a positive impression to turn a “want” into a “desire”.
6. Adding On:
Learn when to close and when/how to add on additional products.
7. Handling Concerns:
Learn to identify concerns and how to treat them.
8. Closing the Sale:
Learn the best closing techniques.
9. Confirmations and Invitations:
Spot cues and buying signals that suggest a customer is ready to buy.
10. Personal Trade:
Building trust and loyalty with customers.
Rates:
- $9,950 CAD per person.
Includes:
- 2 Full Days Intensive Training.
- 8 Hours of Follow up Training.
Meet the Trainers:
Lives to empower, encourage, enlighten, and push the boundaries of what people believe is possible. He specialize in training / developing business and technical systems that put business owners in the pole position. Matt has a bachelors degree in entrepreneur management from Royal Road University, 10+ years integrating business technical systems and delivering training related to those systems.
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Marketing in the New Age
It is vital that your team understand the technology behind marketing today. The tools to effectively market online have changed. You must know how to use the software of today to be successful tomorrow. This technical training will show you the secrets behind cutting edge marketing software (not just social media) required to stay competitive.
Technical Tools and Programs Covered:
- Google Analytics
- Google Ads Manager
- Google Tag Manager
- Facebook Ads Manager
- Youtube Ad Platform
- Twilio and Zapier Integrations
- Instapage Website Builder
- Sales Page Optimization
Rates:
- $9,950 CAD per person.
Includes:
- 2 Full Days Intensive Training.
- 8 Hours of Follow up Training.
Meet the Trainers:
Lives to empower, encourage, enlighten, and push the boundaries of what people believe is possible. He specialize in training / developing business and technical systems that put businesses owners in the pole position. Matt has a bachelors degree in entrepreneur management from Royal Road University, 10+ years integrating business technical systems and delivering training related to those systems.
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Customized Trainings
Available To Address Clients’ Specific Needs And Requests