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CRM Software Training for Sales Consultant: CRM Analytics, Reporting & Legal Compliance
Skill Up

CPD Certified | Free Digital Certificate | Instant Access | 10 CPD Points | Learner Support

Summary

Price
Save 7%
£12 inc VAT (was £12.99)
Offer ends 09 September 2025
Study method
Online, On Demand
Duration
0.9 hours · Self-paced
Qualification
No formal qualification
CPD
10 CPD hours / points
CPD What's this?
Certificates
  • Digital Certificate - Free
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students
1 student purchased this course

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Overview

***CRM Software Training for Sales Consultant: CRM Analytics, Reporting & Legal Compliance***

Key Features from Skill Up:

  • Updated 2025
  • CPD Accredited
  • Free Digital Certificate

In today's competitive sales landscape, proficiency in CRM Software is essential for professionals aiming to excel. With 73% of UK businesses adopting CRM systems in 2024, the demand for skilled individuals in this area is on the rise. The UK's CRM market reached approximately USD 2.80 billion in 2024 and is projected to grow at a CAGR of 13.10% between 2025 and 2034. This growth underscores the importance of understanding CRM Software to stay ahead in the sales sector.

Sales professionals equipped with CRM Software expertise are seeing significant benefits. Moreover, CRM software has been instrumental in reducing employee workload by 5–10 hours weekly, allowing sales teams to focus on strategic activities. These efficiencies not only boost productivity but also enhance customer satisfaction and retention.

For those pursuing a career in sales, mastering CRM Software opens doors to lucrative opportunities. The average salary for a CRM Consultant in the UK is approximately £50,210 per year. Investing in CRM Software training equips sales consultants with the tools needed to drive performance, ensure legal compliance, and achieve career advancement in a rapidly evolving market.

Learning Outcomes

  • Understand the core functionality and architecture of CRM Software for sales applications.
  • Identify methods for strategic CRM Software deployment within sales teams.
  • Use CRM Software tools to gather and interpret key customer metrics.
  • Generate meaningful performance reports using CRM Software.
  • Learn legal compliance requirements when managing data through CRM Software.
  • Strengthen client retention strategies with data from CRM Software.
  • Recognise ethical responsibilities in managing consumer information via CRM Software.

Certificates

Digital Certificate

Digital certificate - Included

Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

Course media

Description

This CRM Software Training for Sales Consultant course is designed to equip learners with a solid understanding of modern CRM systems tailored for the sales environment. The curriculum offers a focused look at how CRM Software enhances business relationships, boosts reporting efficiency and ensures legal accountability. With this course, learners gain the tools necessary to implement CRM Software solutions effectively across sales teams, from daily client interactions to board-level insights.

Covering everything from data-driven strategy to compliance practices, the course blends industry knowledge and digital expertise to help learners navigate the evolving UK sales landscape. You’ll understand how CRM Software can increase revenue, promote customer satisfaction and support legal standards—all essential for staying competitive. With growing reliance on CRM tools, this course ensures you have the competence and credibility to contribute meaningfully to sales success.

Course Curriculum:

  • Module 1: Core Principles and Foundations of CRM Systems

  • Module 2: Strategic CRM Implementation for Sales Professionals

  • Module 3: Mastering CRM Analytics and Performance Reporting

  • Module 4: Ethical Practices and Legal Compliance in CRM Management

Who is this course for?

  • Sales consultants aiming to expand their digital knowledge
  • Marketing executives seeking efficient client relationship tools
  • Entrepreneurs managing customer data and workflows
  • Data officers in charge of CRM performance metrics
  • Compliance staff responsible for customer data integrity

Requirements

  • Basic understanding of sales or marketing processes
  • Familiarity with computers and cloud-based tools
  • A willingness to improve workflow efficiency through technology

Career path

  • Sales Consultant – Average salary: £30,000 – £42,000
  • CRM Manager – Average salary: £38,000 – £55,000
  • Data Analyst (CRM focus) – Average salary: £35,000 – £50,000
  • Sales Strategist – Average salary: £40,000 – £52,000
  • Customer Success Manager – Average salary: £32,000 – £48,000
  • Compliance Officer – Average salary: £33,000 – £46,000

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Legal information

This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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Similar subjects: CRM, Customer service, KYC, Marketing, Retail, Business
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