TurnQuest CRM

Course Title: TurnQuest Customer Relationship Management (CRM) System Training

Course Description:

This training program is designed to provide users with comprehensive knowledge and practical skills to effectively implement, utilize and support the TurnQuest Customer Relationship Management (CRM) system. In today's business environment, CRM systems are vital for managing customer interactions, enhancing customer satisfaction, and improving overall business performance. This course focuses on empowering users to leverage the TurnQuest CRM system to their full potential, optimizing customer engagement, sales, and support processes.

Course Objectives:

• Understand the fundamental concepts of the TurnQuest CRM and how it integrates with the core TurnQuest systems.

• Familiarize with the benefits of TurnQuest CRM integration

• Master the navigation of the TurnQuest CRM system interface, including dashboards,customer profiles, and communication tools.

• Learn to efficiently input, update, and retrieve customer information.

• Understand the lead generation process and how leads are tracked and managed within the TurnQuest CRM system.

• Learn to create and manage sales opportunities, track progress, and forecast sales revenue.

• Utilize TurnQuest CRM tools for managing customer communications, including emails,calls, and meetings, logging customer interactions and tracking follow-ups

• Learn to create and manage marketing campaigns, track campaign performance, and analyze results.

• Utilize CRM reporting tools to generate performance reports, customer behavior analysis, and campaign effectiveness reports.

• Understand privacy regulations and compliance requirements related to CRM data management.

Assessment Methods:

• Hands-on Exercises: Engage in practical exercises simulating real-life scenarios to reinforce understanding of TurnQuest CRM system tasks.

• Quizzes and Assessments: Periodic quizzes to assess knowledge retention and understanding of specific TurnQuest CRM functionalities.

• Final Assessment: A comprehensive final assessment evaluating the overall proficiency in using the TurnQuest CRM system, including policy management, claims processing, and financial transactions.

Upon completion of this course, users will have the skills and confidence to effectively implement, utilize and support the TurnQuest CRM system, enhancing customer relationships, optimizing sales processes, and improving overall business performance.