The KM SYS6 course outlines a strategy for CRM software that assesses a prospect’s referral potential to determine the best approach for follow up throughout the customer relationship management process.
This training course explains the System #6 method, i.e. the various CRM strategies for organizing clients. It teaches professionals a definitive strategy for their CRM software in orderto make informed decisions based on lead types. This course describes how professionals should vet each customer interaction toprovide relevant content throughout the customer relationship management process. At the end of this course, professionals understand the importance of a well configured CRM system and the marketing sequences available to maximize CRM usage throughout the selling process.
What You Will Learn
Best Practices for Organizing Client Follow Up
Determine Long-Term vs.Short-Term Client Strategy
Develop Client Types & Proper Vetting System
CRM Marketing Sequences
How Will This Training Be Applied
To execute Business Development activities
To execute Customer Relationship Management activities
To keep the CRM database pure & productive
To improve Customer Satisfaction, Profits and more…
What You Can Expect
Lessons that include a series of topics
Series of topics to be completed before moving to next lesson
Email notifications when next lessons are accessible
Course badge, a certificate of completion, and CEU credits towards annual recertification upon completion.
Purchase individual license for one, or multiple licenses to train an entire team. Group training comes with a management dashboard to monitor the team’s progress and performance.