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CRM System Training at Yumisteel

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CRM System Training at Yumisteel

2025-12-19

To effectively enhance customer management capabilities and business efficiency, Yumisteel recently introduced a new Customer Relationship Management (CRM) system. To ensure that salespersons can quickly become familiar with and proficient in using the system, the company organized a CRM system training session this week. The training aimed to help colleagues from sales, customer service, marketing, and other departments better track customer needs and organize sales opportunity information through systematic tools, thereby improving overall customer service quality and sales conversion capabilities.

Training content

The training was divided into two main parts: theoretical instruction and hands-on practice. The trainer first systematically introduced the core functions of the CRM system, including customer information entry, communication record tracking, sales opportunity stage management, and data analysis reporting modules. Subsequently, in a simulated environment, the trainer guided participants step-by-step through the complete process, from creating customer profiles to generating follow-up tasks. To reinforce the learning outcomes, the company encourages sales personnel to actively use the system in their daily work and has established an online support group to ensure timely guidance and assistance when employees encounter issues during subsequent operations.

Training venue

Following this training, the majority of employees have mastered the basic operational procedures of the CRM system. There is a general consensus that the system will significantly help the team manage customer resources more clearly, standardize follow-up steps, and provide strong support for future customer development and long-term maintenance. The company will also regularly collect feedback on system usage and continuously optimize its application to ensure that the CRM system truly becomes a key tool for enhancing customer satisfaction and driving business growth.

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