Romain Rissoan

CRM Trainer Consultant

romain rissoan consultant formateur crm

CRM Consultant Trainer, Qualiopi bilingual English. With over 15 years’ experience in the technology sector, I understand how complex CRM systems are for businesses. As a CRM training consultant, I’m passionate about creating tailor-made that engage customers, increase sales and improve user experiences. user experiences. As a trainer, I combine my technical expertise with my strategic strategic vision to help my trainees make informed decisions regarding the use of CRM technologies in their business. My goal is to is to help them develop accurate customer profiles, master the best practices in CRM software use, and optimize acquisition and customer acquisition and retention results. As a CRM Training Consultant, I’m committed to delivering customized solutions. Thanks to my in-depth knowledge of industry trends and my ability to navigate complex CRM systems systems, I can bring added value to any organization wishing to customer relationship management operations.

If you’re looking for an experienced and dedicated CRM Training Consultant, don’t hesitate to please contact me. Together, we can create a solid and effective CRM strategy for your business. CRM Training Consultant is my specialty, CRM Training Consultant is my passion, CRM Training Consultant is my guarantee of success.

My CRM Trainer content

CRM in a nutshell

Customer Relationship Management (CRM), or GRC Customer Relationship Management, is the art of creating, develop and maintain a privileged relationship with each of your your contacts. The strength of a CRM solution lies in its ability to to adapt to your processes and integrate with your core information systems. information systems. CRM streamlines the distribution and exchange information, encourages collaboration between all your departments and develop synergies. For different departments (sales, (sales, marketing, communication, customers) of a small or large company, this type of relationship is natural with prospects, customers and customers.With the right CRM tool, they’ll have a 360-degree vision of their customer relationship management and effectively track every action taken. For other functions that interact with contacts, such as your sales force, this sales force, this best practice will become an effective element of a customer experience. More than a means of optimizing your processes, a well-applied CRM solution ensures a rapid competitive advantage, increase sales, build loyalty and raise your customers! Thanks to CRM, you can offer the ultimate service!

  1. Centralization of customer and prospect data
  2. Lead generation
  3. Sales management
  4. Customer loyalty
  5. Communication synchronization and alignment
  6. Team alignment
  7. Reporting

Licensed (commercial) software

Open source program (free CRM, CRM hosting) Saas offering (software as a service, online CRM)

CRM Training content

Facing up to consent

Doubling consumer expectations The impact of new technologies

For different types of customers, for different expectations

Sales growth: new customers and loyalty

Data collection and organization

Customer relationship process Putting the customer at the center of the communication process

Making good use of customer data

Identifying customer value

Creating and developing your database

Bring your database to life Qualify your database for better use

Determine target

Organizational positions, data. Staff training Different CRMs

Taking advantage of customer data in the era of GDPR and “ no cooky”. Raising the challenges of CRM.

A unique vision of the customer, what data to use? The different modules of CRM tools.

Marketing automation complements CRM

Distill and distribute valuable content throughout the customer customer journey. Automate campaign management to identify leads and develop customer develop customer relations. Develop campaign automation scenarios.

Choose your digital media.

Tracking key performance indicators. Build dashboards.

Integrating a Customer Relationship Management (CRM) system into a company’s brand strategy can be a crucial step in enhancing customer engagement, strengthening brand loyalty, and increasing sales. Here are some key points to consider:

  1. Deep Understanding of Customers: A CRM enables collecting, organizing, and analyzing data about customers, including their preferences, purchasing behaviors, interaction history, and other relevant information. This deep understanding of customers allows a company to tailor its brand strategies to better meet their needs and expectations.
  2. Personalization of Interactions: By leveraging the customer data stored in the CRM, a company can personalize its communications and offers for each customer. This may include specific product recommendations, targeted promotional offers, and more individualized customer service, thereby enhancing engagement and brand loyalty.
  3. Optimization of Internal Processes: A CRM also allows automating many processes related to customer management, such as sales tracking, lead management, and marketing campaign management. This enables the marketing and sales team to work more efficiently and focus on higher-value activities.
  4. Data Consolidation: By centralizing all customer data in a single system, a CRM facilitates coordination among different teams and departments within the company. This enables a more consistent and integrated approach to customer management across the organization.
  5. Performance Measurement: A CRM provides advanced analytics tools to assess the effectiveness of brand strategies and marketing initiatives. Companies can track key performance indicators (KPIs) such as conversion rate, marketing return on investment (ROI), and customer lifetime value (LTV) to optimize their efforts and maximize results.
By integrating a CRM into its brand strategy, a company can enhance its ability to understand, engage, and retain customers, which can lead to sustainable long-term growth.

My CRM Trainer FAQ

There are a few things to bear in mind when choosing your your CRM system: -What type of business do you have?

-How many employees will be using the system? -What is your budget for a CRM system? -What features do you need in a CRM system? CRM system? Do you need a cloud-based or on-premise CRM system? If you’re a small business, you may not need all the features all the features of an enterprise CRM system. You may also have the budget for an enterprise CRM system. system. There are many CRM systems available for small businesses. companies. Adding a crm system to your business increases sales and loyalty by loyalty by improving customer relations. Personalize your contact with a customer helps increase reliability and confidence in your business. A good personal database includes everything from interests and hobbies to family and social social ties. It also includes elements such as values, beliefs and past beliefs and past experiences that can help you to better understand your customers. A good contact management system makes it companies to access this data, so that they can better serve better serve their customers. A crm system saves time and money by helping companies to better better organize their contacts, resources and processes. processes. It helps companies streamline the way they do business, so they can so they can concentrate on more important things. important things. A crm system also helps companies to organize customer relationships so they have a better overview of current of current customers, resources and processes required for each required for each customer relationship. When used correctly used correctly, a crm system can save companies up to 75 of the time spent managing their customer relationships. Although some people consider technology to be overrated, it’s still important for companies to use technology where technology where appropriate. Technology is only as good as as its user’s knowledge of how to use it effectively. effectively. Companies choosing a crm system should select one that is choose one that is easy to use, so that users know how to use it effectively.

A customer relationship management (CRM) system helps companies keep keep track of customer interactions. Customer interactions can include phone calls, e-mails and e-mails and meeting notes. A CRM system also helps companies track their sales pipeline and transactions. A CRM system can also help companies to automate their marketing and sales processes. For example, a CRM system can automatically send e-mails to customers customers when they abandon their shopping baskets. A CRM system can also also segment customers into different groups so that companies can companies can send them targeted marketing messages.

A crm makes it easy to keep track of customer information. It helps companies companies to create a detailed record of their customers.This enables companies to easily contact their customers when they need need help. For example, companies create a database of previous of previous customers for reference when contacting current current customers. They can also easily create targeted advertising targeted to specific demographic groups, such as young families families in the suburbs or empty-nesters in the city. A crm also makes it sending discounts and coupons to eligible customers. Companies can easily create loyalty programs for their most and send them special offers and rewards. rewards. Creating a detailed customer record helps companies to better serve their customers. It helps companies build relationships with customers. It creates a sense of loyalty and trust between companies and customers. It also helps to create word-of-mouth advertising word-of-mouth advertising, which is an effective way of attracting more business. The feel part of a community with other people with whom they have people with whom they have connected through businesses. They are more likely to recommend this company to others, which attracts more business for the company. A crm also creates opportunities for companies to connect to new markets and sources of financing. For example, a a company can create advertisements targeting specific demographics demographics so that it can connect with people interested in that demographic category. A crm improves the quality of customer service by helping companies to respond their customers’ needs. Creating a crm requires considerable resources and time. The most companies can’t afford the time or staff to create an to create a crm system. It takes time away from other tasks and therefore cannot be used to replace online online databases of staff time allocations

A customer relationship management (CRM) system is a software application software application that helps companies manage their relationships with their customers. A CRM system can help companies track customer interactions, monitor the sales pipeline and and transactions, and automate marketing and sales processes. marketing and sales processes.

Customer relationship management is a type of software that helps companies companies to manage their customer relationships. This software enables know their customers better and respond to their needs and expectations. needs and expectations. Customer relationship management helps companies companies to develop, retain and satisfy their customers. It is therefore a tool that companies should use to improve their business. Customer relationship management is a powerful tool for companies as it helps them to better understand their customers and respond to their their needs and expectations. It can help companies to manage customer relations and relationships, such as loyalty loyalty programs and discount offers. It also enables companies to better understand their customers’ needs and preferences. their customers. This information can be used to better tailor the company’s products or services to each individual customer. Customer relationship management also benefits customers by creating positive as it creates positive relationships. For example, customer relationship can help a company to better understand customers’ needs and expectations. needs and expectations. This means the company can products or services to meet these needs and expectations. expectations. A company doing this is likely to receive many more satisfied customers. Positive customer relations can also lead to referrals and satisfied customers.

The best time to deploy a CRM system is when your business is growing and you’re struggling to keep keeping track of customer interactions. A CRM system can help you automate your marketing and sales processes so you can you can concentrate on growing your business. business.

Deploying a CRM requires a lot of time and money. Firstly, the company needs to hire staff to manage its data and market research. Secondly, they have to pay for marketing software to collect customer information. Finally, they need to train their staff to use the system. Each of these steps requires considerable time and money. By companies need to be sure that CRM is worth the time and money the investment in time and money before launching it. A CRM can only be effective if the right people are hired to launch and operate it. A company will struggle to find talented marketers if it doesn’t advertise the position or publicize it market it internally. The best way to publicize a vacancy is to advertise it internally in employee groups such as internal social media groups or employee messaging employee messaging groups. If potential employees are already already know about the position, they are more likely to apply for it. could lead to unnecessary competition for available positions. available positions. Incorrect supplier selection can have serious consequences if consequences if companies make the wrong choice of supplier. From bad CRM suppliers have been published in the media due to negative negative customer experiences. Customers may encounter problems with their systems, such as fraud, out-of-date information obsolètes ou des frais inattendus. Les entreprises qui choisissent des systèmes mal gérés connaîtront de mauvaises performances car leurs données ne seront pas maintenues ou mises à jour correctement. Des systèmes mal gérés peuvent également entraîner des risques de sécurité en raison de vulnérabilités dans leurs logiciels qui pourraient être exploitées par des pirates. Bien que certains fournisseurs soient en mesure de corriger ces problèmes, d’autres abandonnent simplement les systèmes de leurs clients lorsque leurs problèmes deviennent trop difficiles à résoudre. De mauvais choix dans les fournisseurs de CRM peuvent avoir des effets à long terme sur la rentabilité et la reputation.

A customer relationship management (CRM) system helps companies manage their relationships with their customers. The customer interactions can include phone calls, e-mails e-mails and meeting notes. A CRM system system also helps companies track their sales pipeline and transactions. A CRM system can also help companies to automate their marketing and sales processes. For example, a CRM system can automatically send e-mails to customers when they abandon their shopping cart. A CRM system can also segment customers into groups so that companies can send them targeted marketing messages. targeted marketing messages.

CRM software enables companies to better understand their customers by collecting data about them. This data can include preferences, habits, location and relationship status. relationship status. This means that companies have a much better understanding of their customers than ever before. They can use this information to create targeted marketing campaigns specific to each customer’s needs. It’s an invaluable invaluable in helping companies to understand and connect with their customers. CRM software also helps companies create a more personalized relationship relationship with each customer. For example, a company could send each customer a specific message based on their relationship status status and geographical location. They could also send coupons or promotions based on the customer’s habits and relationship status. The ability to create a personalized experience for each customer means that companies can offer far better service than ever before. Customers will appreciate the extra effort, and are more likely to return return to their preferred company. As well as helping companies to better understand and connect with their customers, CRM software helps companies to build relationships relationships with them. For example, they could use CRM software software to collect personal information on each customer, such as such as age, marital status or interests. They could then use this information to target advertising campaigns to specific demographics or demographics or specific groups of people. The ability to to create targeted marketing campaigns based on specific groups of of people enables companies to connect more easily and easily and effectively with specific groups of people. It’s a fantastic tool for generating relationships between and their customers.
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