CRM and revenue management system
Course Objective
Build a structured and manageable customer and sales management system based on CRM that enables organizations to manage the sales pipeline transparently, make data-driven decisions, automate business processes, and scale revenue.
As a result of the program, participants will:
- Build a clear and transparent sales pipeline
- Identify key performance metrics and improvement opportunities
- Document and optimize business processes
- Implement or prepare their organization for CRM implementation
- Learn how to use AI to improve customer management and sales performance
Learning Format
- Online / Offline / Hybrid
- Practical case studies, workshops, interactive sessions
- Support for participants during training via a private chat
- Group training: 6,300 UAH/hour. Groups of up to 12 participants
- One-on-one training: 1,700 UAH/hour
What Will Graduates Gain?
The problem the course solves
Program
Target: Create a correct understanding of CRM as a revenue management tool among managers.
Those:
- CRM as part of Revenue System
- Common mistakes in CRM implementation
- The role of CRM in sales, marketing and service
- How CRM affects business scaling
- Evaluation of the maturity of the current system
Practice:
- Audit of the current sales model
- Identification of "bottlenecks"
- Forming an "as-is" process map
Target: Learn how to manage sales through numbers.
Those:
- Pipeline structure
- Funnel stages
- Conversions
- Loss points
- Unit-economy of sales
Practice:
- Construction of the company's sales funnel
- Calculation of key metrics
- Analysis of problem areas
Target: Describe and standardize processes of work with clients.
Those:
- Customer Journey
- Processes: lead → deal → retention
- Roles and responsibilities
- SLA and quality control
Practice:
- Description of "to-be" processes
- Definition of roles
- Formation of work standards
Target: Build the logic of the CRM system for business.
Those:
- How to choose a CRM (HubSpot, Zoho, Bitrix24, others)
- Data structure
- Entities: Leads, Deals, Contacts
- Integrations (email, messengers, website)
- Implementation errors
Practice:
- Formation of the CRM structure
- Preparation of TK for implementation
- Initial configuration (or prototype)
Target: Reduce manual work and increase efficiency.
Those:
- Workflow and triggers
- Automation of tasks
- Automation of communications
- Execution control
Practice:
- Setting up automations
- Construction of scenarios
- Optimization of processes
Target: Learn to manage sales, not "trust your feelings".
Those:
- KPI managers
- Control of activities
- Team productivity
- Data-driven motivation
Practice:
- Formation of KPIs
- Construction of the control system
- Dashboard of the manager
Target: Make strategic decisions based on data.
Those:
- Basic business metrics
- Sales forecasting
- Growth planning
- Data-driven management
Practice:
- Construction of reports
- Performance analysis
- Scaling plan
