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WORKSHOP

INTRODUCTION TO CUSTOMER RELATIONSHIP MANAGEMENT 
(CRM)
 

Duration  -   1 Day
 

Course Summary
Customers are the heart of any business. It is essential that the right types of customers are attracted to buy. Once a customer has bought, it is necessary to provide the right type of relationship in order to retain their loyalty, and to ensure they buy more or other products. This course provides an outline of the essential element necessary to gain and retain customers.
 

What you will learn

bulletHow to establish relationships between customers and staff
bulletHow to retain the loyalty of existing customers
bulletHow to make partnering relationships with customers
bulletHow to use computers and automation properly
bulletHow to ensure customer relationships are an integrated part of your systems and operations
bulletHow to improve decaying relationships

The workshop will introduce highlight and discuss relevant topics, including:

 

Introduction
What is CRM ?
CRM as part of the sales process

CRM in the supply chain

 

Handling customer data
Collecting and maintaining data
Customer data security
Data protection

Using customer data effectively

 

Handling Customers
Providing good customer service
Advising and supporting customers
Assisting the purchase

Handling awkward customers

 

Retaining existing customers
Providing niche services
Offers, discounts and loyalty incentives
Providing added value
Extending services

Market testing and trials

 

CRM in operations
Managing the flow of customers data
Handling initial enquiries and sales
Customisation and personalisation
Improving the supply chain
Handling outsourced elements

Ensuring good delivery services
 

Automating CRM
Introduction to CRM systems
Automating for improved sales
Improving customer operations
Automating with computers
Using the internet effectively

Using automation to retain customers
 

 

Presentation method
The workshop is intended to be provided in a workshop format, maximising the contributions from participants. The workshop will include a high level of graphic and animated content. A variety of practical examples and case studies will also be used, which will be current and relevant to the workshop and the audience. Where possible, instructors will also provide additional coaching and mentoring to students.

The participants will also be encouraged to play an active role in the workshop. Participants will be encouraged to take part in a variety of exercises, as well as discuss various elements of the workshop and related issues.
 

Other information
Participants will receive a comprehensive set of notes relating to the workshop, together with any supplementary handouts. Participants will also receive tip sheets, checklists and other supporting information, to take away for future reference. All of which can be utilised immediately after completion of the workshop.

This workshop module can also be tailored to the requirements of the organisation. It can also be adapted to complement other staff development, or change management related initiatives.
 

Cost  -  £600 for up to 6 participants
 
Related courses    
Enhancing Customer Experience                                Improving Customer Service
 

Frequently Asked Questions (FAQ) regarding the workshops
All staff development workshops are subject to Migrators Conditions of Service.
To book the workshop, please download and complete a Booking Form.

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