Understanding Client Relationship Management (CRM)

So much more than a software program for managing customer contacts.

  • Duration 1 day
  • Regular fee 495
  • Preferential fee 425?
  • Locations
    • Montreal

Accreditation and partners association

  • Project Management Institute 6 PDU


To provide the knowledge and skills required to identify the principal functions of Client Relationship Management systems, as well as the potential risks and benefits associated with the deployment of a CRM system in your organization.

Targeted audience

All management positions.




  • Definition of Client Relationship Management (CRM) systems: origins, evolution, current trends, overview of functionality
  • How a CRM system benefits companies
  • The impact of a CRM system on the organization of the sales, marketing and customer service departments
  • Planning CRM deployment: impact on the team and the organization
  • Planning and carrying out the selection process for an CRM system, according to identified needs
  • Overview and comparison of the main commercial and open source packages available
  • Estimating costs and negotiating contracts for the software and the deployment project
  • Government aid available for CRM deployment projects
  • Planning and carrying out the corporate implementation and deployment of CRM systems


*Unless stated otherwise, all sessions are in French.
  • Montreal

    June 20 2017

Trainer(s) assigned(s)

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