Course description
Contact Management
If you are like most sales and service providers, you want to bring in referrals and repeat business so that don’t have to chase leads trying to convince buyers to do business with you. Your customer database is more than a prospect or customer list. We will show you why it is one easy-to-use computer-based program that stores all meaningful information about every prospect and customer who can help you build your business. Discover the five must have features and how CRM systems assist to build your bottom line. We will show you how to master the customer buying path that involves many questions, decisions, and experiences. We have five Contact Management courses available in this series that focus on customer relationship management, sales force automation, CRM implementation, customer experience management, managing customer expectations. Each course averages 15 minutes to complete with a post assessment included for each course. The Application Activity forms will allow the participant to apply the learnings in their own scenario and environment. This selection of courses is intended for sales executives, sales managers, sales reps, and customer facing people who want to improve their leadership abilities. This course can be delivered in two formats. Regardless of learning method, participants will be fully supported in their journey by Chart Learning Solutions’ network of partners.
Online
This option includes unlimited access to slide presentations, video lectures, interactive quizzes, and practical exercises. Participants in this course will also become part of a supportive student network.
Blended
The blended course options offers a mix of instructor-led and online training. This option is great for those who wish to combine online learning with more traditional classroom instruction.
Upcoming start dates
Who should attend?
Ideal For
More experienced Sales Representatives and Sales Managers who want to develop their personal efficiency.
Training content
We have five Contact Management courses available in this series that focus on:
- Customer relationship management
- CRM is a software or internet-based approach to managing customer contacts and relevant data. Five must-have CRM features include sales management tools, marketing automation, customer support, data tracking and integration and analytics. Discover how to ensure that your CRM will not fail with employees. Understand and the correct CRM required for your requirements.
- Sales force automation
- Sales force automation is an information system used to integrate and manage all sales, service, and marketing functions. Understand the key functions and benefits to sales and service providers. We will show you how to overcome complaints of time consumption and the benefits to managers and marketing.
- CRM implementation
- Keep track of customer details in your CRM. It's a perfect memory. We will help you to identify tips for getting started and how to follow 8 steps to a successful Customer Relationship Management implementation.
- Customer experience management
- Customer Experience Management is the process of strategically managing a customer's entire “touch point” of experiences within an organization. Discover the dangers of ignoring Customer Experience Management and five areas of analysis to enhance your sales and customer service.
- Managing customer expectations
- Customer satisfaction equals your performance, divided by customer expectations. Expectations change depending on the situation and customer conditioning. Discover how to manage product expectations and manage the four levels of customer expectations. Exceed customer expectations with the 6 F’s.
Costs
Request information using the form below for pricing.
Certification / Credits
Certification in Contact Management
Why choose Chart Learning Solutions?
Chart Learning Solutions strives to help organizations and individuals apply the skills in their professional development. This ensures that individuals perform at optimal levels of productivity. Our innovative hybrid learning methodology will:
- Increase team and employee engagement
- Provide employee accountability
- Accelerate positive behavioural changes
- Improve skill competencies and levels of professionalism
- Promote positive cultural change
Reviews
Average rating 5
I feel much more confident in my skills after completing this training course.
I learned a lot from this course and feel more confident in my abilities as a result.
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Chart Learning Solutions
There's no denying that workplace demands are changing. It is essential that we develop, nurture, and continuously evolve our soft skills to make them the most valuable assets in our companies. Our purpose is to successfully change and enhance the...
"I found the course to be a great value for the price and time invested."