CRM Horizons Bootcamp
Advance Your Customer Relationship Management
Advance Your Customer Relationship Management
What Is The CRM Course?
This initiative is designed to provide businesses with the tools and knowledge necessary to effectively use Customer Relationship Management (CRM) systems, helping them to better serve their existing customers and expand their customer base.
This program is supported by the Province of British Columbia through Innovate BC, and managed province wide by Alacrity Canada. The CRM Horizons Bootcamp is fully funded for eligible businesses in British Columbia. This funding supports essential training and guidance for the successful implementation, maintenance, and use of CRM tools.
What Is The CRM Course?
This initiative is designed to provide businesses with the tools and knowledge necessary to effectively use Customer Relationship Management (CRM) systems, helping them to better serve their existing customers and expand their customer base.
This program is supported by the Province of British Columbia through Innovate BC, and managed province wide by Alacrity Canada. The CRM Horizons Bootcamp is fully funded for eligible businesses in British Columbia. This funding supports essential training and guidance for the successful implementation, maintenance, and use of CRM tools.
How Can It Benefit My Business?
CRM systems offer streamlined access to critical customer information, such as purchase history and previous interactions, allowing support teams to provide timely and personalized assistance.
By capturing and analyzing customer data, businesses can gain valuable insights into customer behaviors and preferences, facilitating informed decision-making through detailed reporting and visualization tools.
CRM platforms automate repetitive tasks related to sales and customer support, allowing businesses to allocate more time and resources to strategic initiatives and core operations.
Effectively manage sales pipelines, allowing for improved tracking of leads and opportunities, seamlessly create targeted marketing campaigns and measure sales performance & marketing efforts for continuous improvement
Upon completion, each participant will have the skills to position an organization to grow online successfully. To formally recognize this, they will receive a CRM Horizons Bootcamp Certificate.
Course Format
Course length: 10 hours total with 6 weeks to complete.
Format: Online – Remote learning through Thinkific platform. Mix of learning through Instructor led slides, Q&A’s from industry leaders & downloadable resources.
A Student Success Member will be available to answer questions from Students left in Thinkific.
Instructor: Kalyn Adams – Digital Specialist
CRM Horizons Bootcamp Certificate: Presented upon course completion
Program Scope
This stream is tailored for business owners and employees who are new to CRM systems. It focuses on introducing participants to the importance of digital transformation through CRM.
- CRM’s & Modern Sales Pipelines
- Implementing & Using a CRM
- Measuring & Tracking Performance
- Advanced CRM Topics
One applicant per business (owner or employee) is eligible to enter the program, and must meet the following General Conditions:
The Business:
- Is currently operating (at least 3 months)
- Is registered within BC and paying Provincial taxes in BC
- Employs less than 500 individuals
- The Business’ sole or primary operations are located in BC
We will ask business applicants to provide the following:
- Business and Owners contact information
- One of the following:
- BC Business registration number (Orgbook Search); or
- A government document that confirms the business (i.e. incorporation or registration documents, CRA business number); or
- (Indigenous businesses only) Proof of business registration with a Band Council
- Information about the Business’ current CRM knowledge and implementation
Program Timelines
- Applications will be reviewed on a first-come, first-served basis.
- The application window will remain open until all training placements have been allocated.
- All applicants are required to submit their application form for approval by Alacrity Canada.
- Meeting the program’s eligibility criteria does not guarantee approval of the application.
- Applicants are responsible for ensuring that all necessary information and attachments are provided in their application form; Incomplete submissions will not be considered for approval.
- Applicants who meet the eligibility criteria will be conditionally approved for the program and will be contacted to provide access to the online learning platform.
- The training program must be completed within 6 weeks along with the final evaluation.
- The training can be completed by the business owner or an appointed employee.
After completing the CRM Horizons Bootcamp, you will gain the expertise to propel your business goals further than you ever imagined. Together, we’ll master the art of automation to save time and effortlessly nurture relationships. Experience firsthand how seamlessly your team can transform into a well-oiled machine with a fully implemented CRM system.