# Marketing Manager Workshop

Attendees will gain a further understanding of the CRM module and how it integrates with Autoline & Drive. Providing attendees with more detailed and skilled knowledge to manage and interrogate the CRM database. Course is recommended for personnel who are responsible for marketing duties within a dealership, and/or who use, manage and maintain the CRM database. This course is part of a series of phases and some attendees will benefit from attending Phase 1 before this course. At the end of this Learning Journey you will be able to accurately and successfully carry out the tasks covered in the Content list below:

- Delivery Method  
  #### Virtual Classroom

- Course Duration  
  #### 2 Days

- Product  
  #### Autoline DMS , Drive DMS

- Course Suitable for  
  #### Manufacturers, Partners, Retailers

## Course contents

- Short overview of CRM records to refresh
- Creation of customer contact history
- Recording of customer complaints
- Following-up outstanding contacts including reporting
- CRM desktop
- Statistics.
- Today’s performance
- My WIPS
- My enquiries
- Using spend analysis
- Design and produce individual customer letters
- How to run user defined CRM letters
- Analyse CRM database records for reporting (Ad-hoc)

## Advanced Preparation

In advance of attending the workshop element of the Learning Journey, users will need to have completed the eLearning lessons followed by successfully passing an online competency test.

## How to book Training

For Training Subscription Plan customers, kindly contact [customertraining@keyloop.com](mailto:customertraining@keyloop.com) to enquire about availability of the respective workshops.

For non-Training Subscription Plan customers, kindly use the Contact form below to enquire about training workshop costs with our Sales Department.