CRM Speaker
Helping Teams Turn Customer Information into Stronger Relationships and Business Growth
A customer relationship management system is only valuable when people use it. Organizations invest in CRM platforms to organize contacts, track opportunities, and improve communication. Yet many teams struggle with inconsistent use, incomplete records, and follow-up that falls through the cracks.
Chris Cheetham-West, MBA, is an international keynote speaker, author, and founder of LR Training Solutions. As a CRM speaker, he helps organizations connect technology with the everyday habits that support better customer relationships.
Through practical examples and interactive presentations, Chris shows sales professionals, customer service teams, and leaders how CRM tools and artificial intelligence can support their work. His sessions help attendees understand the value of using their CRM and identify ways to make it part of their daily routine.
Why Hire a CRM Speaker?
Introducing software is one step. Helping employees understand its value and use it consistently requires communication, leadership, and practical training.
Chris helps organizations address common challenges:
- Employees who see the CRM as extra administrative work
- Customer information scattered across emails, spreadsheets, and personal notes
- Missed follow-up after meetings, proposals, and inquiries
- Inconsistent communication between sales, service, and operations
- Managers who lack a clear view of customer activity
- Teams unsure how AI fits into their existing processes
Each presentation connects CRM adoption to outcomes employees care about, including saving time, preparing for conversations, and delivering a more consistent customer experience.
CRM Speaker Topics
Beyond Data Entry: Building CRM Habits That Help Teams Sell
For many employees, using a CRM feels like another task on an already busy schedule. This session shows how consistent CRM habits can make customer conversations, follow-up, and teamwork easier.
Attendees explore how to capture useful information, keep opportunities moving, and turn customer records into practical next steps.
Learning objectives:
- Understand how CRM use supports individual and team success
- Identify barriers that prevent employees from using the system consistently
- Develop practical habits for recording interactions and next steps
- Improve follow-up throughout the customer relationship
- Strengthen handoffs between sales, customer service, and operations
- Help leaders reinforce adoption through clear expectations and coaching
AI as Your Teammate: Connecting CRM, Sales, and Customer Service
AI can help teams organize information, prepare communications, and reduce repetitive work. This presentation explores how approved AI tools can support CRM-related responsibilities while keeping people involved in customer decisions.
Examples can include turning meeting notes into structured updates, preparing for customer conversations, drafting follow-up messages, and organizing account information.
Learning objectives:
- Identify everyday CRM tasks that AI can help support
- Turn meeting notes into summaries, action items, and draft CRM entries
- Prepare relevant follow-up messages using appropriate customer context
- Use AI to help organize information before sales or service conversations
- Review AI-generated content for accuracy before using it
- Recognize what customer information should only be used in approved systems
From First Contact to Long-Term Loyalty
Customer relationships continue after the sale. This session explores how teams can use CRM information to create continuity across the customer journey.
Chris helps audiences consider how past conversations, preferences, commitments, and service history can inform better interactions.
Learning objectives:
- Map important moments from initial inquiry through ongoing service
- Capture information that helps colleagues understand customer needs
- Create clearer ownership of follow-up and customer commitments
- Improve communication when accounts move between departments
- Identify opportunities for relevant check-ins and continued support
- Balance technology with personal attention
Practical CRM Demonstrations and Exercises
Depending on the session format and your organization’s approved tools, examples may include:
- Turning customer meeting notes into a structured account update
- Drafting a follow-up email with clear responsibilities and deadlines
- Preparing a customer briefing before an important meeting
- Creating a handoff summary for the customer service team
- Developing a simple routine for reviewing open opportunities
- Practicing a customer conversation through AI-assisted role-play
Sessions can be tailored to teams using platforms such as Microsoft Dynamics 365, Salesforce, HubSpot, or other CRM systems. Demonstrations are planned around your available tools, permissions, and audience needs.
Customized for Your Team
CRM adoption looks different across organizations. A sales team may need better opportunity tracking, while a customer service team may need clearer account histories and handoffs.
Chris customizes presentations for sales professionals, account managers, customer service representatives, business owners, and leaders. Sessions can support a new CRM rollout, reinforce an existing system, or introduce practical ways to use AI alongside established workflows.
Formats include conference keynotes, sales meetings, leadership sessions, and hands-on workshops delivered in person or virtually.
About Chris Cheetham-West
Chris Cheetham-West, MBA, is an international keynote speaker, author, entrepreneur, and founder of LR Training Solutions. He speaks on artificial intelligence, technology adoption, customer experience, and business growth.
Previously, Chris worked at Google, where he helped organizations understand emerging technologies. His speaking career has taken him to 48 U.S. states and international audiences.
Through LR Training Solutions, Chris helps organizations equip their teams with practical tools and approaches for everyday work. His presentations connect technology with the people, communication, and habits needed to put it into use.
Book a CRM Speaker for Your Next Event
Help your team make better use of its CRM and build stronger customer relationships.
Whether you are introducing a new platform or encouraging more consistent use of an existing system, Chris can tailor a keynote or workshop to your organization’s goals.
