Question 1

What is the duration of the course?

Accepted Answer

The course lasts for 1 full day (8 hours).

Question 2

Is this course suitable for beginners?

Accepted Answer

Yes, this course is suitable for professionals at all levels in the financial services industry.

Question 3

What CRM tools will be covered in this course?

Accepted Answer

We’ll cover leading CRM tools like Salesforce, Zoho, and HubSpot.

Question 4

Can I attend this course virtually?

Accepted Answer

Currently, this course is offered in-person only.

Question 5

Who will benefit from this course?

Accepted Answer

This course is perfect for bankers, wealth management professionals, insurance representatives, and marketing teams in the financial sector.

Question 6

Do I need prior experience with CRM systems?

Accepted Answer

No, prior experience is not required. The course is designed to cater to all skill levels.

Question 7

What will I receive after completing the course?

Accepted Answer

You will receive a Course Completion Certificate.

Question 8

What is the price for the course?

Accepted Answer

The standard fee is $599, with an early bird rate of $499.

Question 9

Can I receive a discount for a group?

Accepted Answer

Yes, we offer 10% off for 3 or more registrations and 15% off for 10 or more.

Enhance Client Relationships with CRM - 1 Day Training in Minneapolis, MN