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.
This course includes two 45-minute coaching/facilitation sessions designed to help you apply the learnings effectively and ensure a lasting impact.
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.
This course includes two 45-minute coaching/facilitation sessions designed to help you apply the learnings effectively and ensure a lasting impact.
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