Contact Management

Many professionals struggle with disorganized contact data spread across multiple applications, making it difficult to efficiently manage client interactions and account history. Without a centralized contact management system and processes, important details and follow-up tasks easily fall through the cracks. Learners will explore five must-have features for a robust CRM system and summarize the multi-departmental benefits.

They'll follow eight steps for successfully implementing CRM company-wide. The training also describes methods for setting communication standards that manage customer expectations. With sound contact management practices, organizations can maximize productivity, customer satisfaction, sales opportunities, and overall relationship success.