Corporate CRM: managing relationships and customers with structure

A system for never losing another lead, shortening the sales cycle and turning customer data into decisions.

Duration: 9 hours: 3 sessions of 3 hours

Format: Online, at our offices in Bergamo or at your company

Who it is for: For sales managers, CEOs and marketing managers in SMEs

Who it is for

Sales managers — want a clear pipeline, with no leads lost between one spreadsheet and the next.
CEOs and SME owners — are looking for real visibility on the state of their deals and their commercial numbers.
Marketing managers — want to connect lead generation and customer management in a single coherent system.

What you will learn

A CRM is not a piece of software, and that is not where you start
Understand what a CRM is and why your company needs one now
Configure the CRM and get the team to genuinely adopt it
Build a clear sales pipeline and manage leads without losing them along the way
Set up automations and nurturing flows for contacts at every stage
Read KPIs and reports to make informed commercial decisions

The programme

Module 1

What a CRM is and why you need one.

Module 2

Configuration and adoption.

Module 3

Pipeline and lead management.

Module 4

Automations and nurturing.

Module 5

KPIs and reporting.

FAQ

Is the course available online?

Yes — online, at OTO’s offices in Bergamo, or at your company.

Is the course tied to a specific CRM?

No. The method applies to most CRMs on the market; on request we can focus on the tool your company already uses.

How many people can attend?

Up to [X] people, ideally the team that will be using the CRM day to day.

Can the programme be tailored?

Yes, according to your sector and how established the CRM already in use is.

How do I receive the certificate?

At the end of the course you receive an OTO Agency certificate of attendance.

Bring this course to your company

Vuoi organizzare CRM: Managing Relationships and Customers per il tuo team?

Tell us about your situation: how many people, what you want to achieve, your timings. We will propose the format that fits best — in person, online, or at our offices in Bergamo.

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