CIP Toolkit , Coaching & Skills Gap Training Courses , CRM Software Success Strategies , K-Method Systems & Frameworks ,

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.

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admin_kurtis · May 21, 2018

About This Training Program

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 order to make informed decisions based on lead types. This course describes how professionals should vet each customer interaction to provide 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

Self-paced course
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.