CRM Sales Case Study


Global client with over 20000 CRM users worldwide.

Training Requirement

To develop and deliver training for all levels of users in various regions. This client’s CRM training was mandatory for all sales employees. Training was available to all employees, for example operations, marketing, finance, who wished to enhance or update their knowledge of their CRM and were encouraged to attend the courses as many times as necessary.

Training Development

In relation to the management’s requirements, Neoskill identified the need for 5 courses. The courses were developed to cater for varying levels of understanding and the different functionalities of the CRM system. The 5 courses that were developed were based around the following topics:

  • Account & Contact Management
  • Sales Pipeline & Forecasting
  • Accounts Planning
  • Reports & Dashboards
  • Sales Quoting & Pricing

The courses were developed to incorporate monthly updates and changes, as necessary.

Training Delivery

Each CRM course was delivered live using web-based software (in this case Webex). This allowed for up to 30 attendees per session from various locations.

Delivery of each specific course was adapted for the global region and updates applied for each session as necessary. The course duration was 2 hours and included CRM simulations, quizzes and live interactive question and answer sessions between attendees and trainer.

Email support was provided post training for all attendees from the trainer.

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