The process of customer relationship management (CRM) has evolved throughout the years, growing beyond collecting customer email addresses and sending an occasional newsletter. Today’s world is data-driven and hyper-personalized and businesses can use CRM as part of their overall strategy. 

One of the smartest and most innovative ways to fuel your business is by integrating educational courses into your strategy for CRM. These courses will help your CRM worker smarter while having more positive interactions with your customers. 

Don’t worry - investing in education doesn’t have to put a damper on your budget. Companies that offer incentives to their employees help you do more than save money on the overall cost. 

You’re also creating a culture that shows your employees you want to invest in their education, which benefits your bottom line and team. 

This blog will go into how integrating your CRM with educational power tools can create countless benefits for your company. 


Why Your CRM Needs Course Integration 


Many CRM systems are already loaded with a ton of potential. However, you can only maximize that potential if your team has the knowledge to use the tools, understand the data, and apply strategic thinking. 

Most CRM platforms learned from the inside out on day one. Most of them require your team to continuously learn about the system, including any updates. 

Incorporating education programs with your CRM workflows ensures that your team is making the most of the system. Running an optimized platform may look like:

  • Smarter automation triggers due to a deeper understanding of sales psychology
  • Better segmentation because your marketers know what customer behavior to look for 
  • Improved client conversations that don’t sound robotic, but are instead data-informed 

Learn More About How Education and CRMs are Education Superpowers


Imagine a scenario where your business is using HubSpot, Salesforce, or any other CRM platform. One of the great things about these systems is that you can automate, score, tag, and customize your dashboard to your heart’s content. 

Unfortunately, you won’t get very far if your team doesn’t understand the purpose behind your workflow. 

That’s where continual learning, especially in adjacent fields like compliance, analytics, and finance, comes into the picture. 

For example, imagine a CRM professional who finishes a financial literacy course. They likely now have a better understanding of a client’s revenue model. This can mean the following for your company:

  • Tailored messaging that actually resonates with your customers 
  • Smarter lead scoring based on financial health cues
  • Greater trust with high-level clients who expect personalized interactions 

Resources like CPA Review Course Coupons can help your business make professional development for your team more accessible without you having to deal with a hefty price tag. 


How Educational Tools Like Surgent Can Help


Don’t worry - CPA courses aren’t limited to only accountants or those with a financial background. What’s great about these courses is that you can use the knowledge anywhere. Many CRM roles are starting to require training in other areas, such as marketing, data, compliance, and finance. 

The CPA prep courses from Surgent cover a wide spectrum of these skills. These tools sharpen your team’s communication and instincts. Even if none of your staff plans on becoming a CPA, the information they learn in these courses is priceless. 

Let’s talk about some of the ways this kind of integration can improve the results of your CRM team. 


Data Fluency

Business metrics and financial statements can be confusing if you don’t know what you’re looking at. Learning the basics can help your employees make better sense of client accounts, churn risk, and lifetime value. 


Strategic Thinking

One of the things we love about educational courses is that they train people to look at complex material, interpret it, and apply their insights. This is the ideal skill set needed for interpreting CRM behavioral analytics and dashboards. 


Ways to Integrate Education into Your CRM Strategy


Integrating education into your CRM processes doesn’t have to be complicated. Let’s go over some of the ways you can achieve this for your business. 


Start with a Skills Audit

One of the things you’ll want to do to get started is to look at what your CRM team is struggling with. A few things that they may find challenging include:

  • Segmentation
  • Reporting
  • Understanding a client’s industry

Once you know what educational gaps you’re dealing with, you can look for tools that match your needs. 


Choose Flexible Learning Platforms

You want to look for courses that can seamlessly integrate into your workflow. An advantage of online programs like Surgent’s is that they’re self-paced. Your team members can dedicate an hour each week or their downtime to learning. 


Incorporate Into Performance Reviews

You may want to consider making continued learning part of the job, not just something your employees do when they have time. Consider tying completing courses to professional growth plans or key performance indicators (KPIs). 


Final Thoughts

Continue investing in your CRM system by devoting some of your budget to your team. You’ll see amazing results from these programs when the people using the system are just as advanced as the tech they’re using. 

Stay ahead of your competition by offering your clients a better-educated team, especially in a world where people expect trust, clarity, and personalization at every opportunity. 

Take your CRM strategy to the next level by integrating educational courses into your overall strategy.