This course introduces the fundamentals of Customer Relationship Management (CRM) software usage, and its importance to building a successful sales practice.
Course Category: CIP Toolkit
CRM Software Data Management Strategies
Data Management Strategies outlines CRM best practices for database configuration and management to enhance business development activities.
KM SYS2 – Tools to Manage a Sales Practice
The KM SYS2 training course defines the business management tools required to manage a large-scale sales practice
KM SYS1- How to Connect & Build Rapport
The KM SYS1 training course examines the importance of the initial contact phase with new prospects and provides strategies to develop a predictable, repeatable and trackable sales process.
KM SYS3 – How to handle Unresponsive clients
The KM SYS3 training course teaches sales professionals how to address unresponsive clients and identify needs to avoid loss of sale.
KM SYS5 – Automating the Follow up Process
The KM SYS5 training course teaches salespeople how to collect customer data and utilize automated marketing sequences to manage a large volume of prospects.
KM SYS6 – Organizing Clients Crm Strategies
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.
KM SYS4 – Cultivating Referral Sources
The KM SYS4 course teaches salespeople a strategy for developing and managing a successful referral management program.
KM SYS7 – Lease & Finance Maturities
The KM SYS7 training course explains methods to assess the selling potential of customers and leverage relationships to ensure compounding sales.
Advanced Business Development Strategies
Advanced Business Development Strategies, or KM SYS8, explains the framework for creation and promotion of cause-based community outreach programs to generate selling opportunities.