• Professional Development
  • Medicine & Nursing
  • Arts & Crafts
  • Health & Wellbeing
  • Personal Development

Customer Oriented Methods and Strategies for Sales Teams

By Beyond Satisfaction - Customer service Training

If you want your employees to improve their customer service skills and deliver an amazing experience to your customers, feel free to check out my Training course focusing on telephone etiquettes, communication and behaviours.

Customer Oriented Methods and Strategies for Sales Teams
Delivered in person or OnlineFlexible Dates
Price on Enquiry

Account management (In-House)

By The In House Training Company

Successful account management requires time and investment to achieve high levels of customer satisfaction and develop new business opportunities. Ensuring you are equipped with the right tools to approach every customer interaction in a structured way will help you have productive relationships with your clients. Whether you're new to account management or experienced in business development and looking to expand your skillset, understanding how you can maximise customer relationships will be key to your success. We have developed this programme to be practical, fun and interactive. Participants will have the opportunity to learn and practice a number of key skills that will see successful results, and are encouraged to bring real life examples to the course so that learning can be translated to real world scenarios. This course will help participants: Learn how to plan growth and increase revenue from existing accounts Develop skills to build and develop essential relationships to increase value and visibility Learn how best to create loyalty and customer satisfaction Identify how to set account targets and development plan for building contacts and cross-selling Develop persuasion and influencing skills to better define needs and develop opportunities Learn how to add value at all stages; plus gaining competitive advantage Develop an up-selling, cross-selling strategy 1 Performance metrics for account management Introduction to the PROFIT account management model Using practical tools to measure account performance and success Planning your account strategy - red flags and green lights 2 Relationships for account management How to build and manage key relationships Producing a 'relationship matrix' Developing a coach or advocate 3 Setting objectives for your account Developing an upselling cross-selling strategy Setting jointly agreed goals, objectives and business plans Planning session 4 Feedback and Retention - building loyal and satisfied customers How to monitor and track your customer's satisfaction Building a personalised satisfaction matrix Customer service review meetings 5 Influence Getting your message and strategy across to C-level contacts Being able to better develop a business partnership within an accountes 6 Teamwork and time management Working with others to achieve your account goals Managing and working with a virtual team Managing your time and accounts effectively 7 Gaining commitment and closing the sale Knowing when to close for commitment How to ask for commitment professionally and effectively Key negotiation skills around the closing process - getting to 'yes' Checklist of closing and negotiation skills Practice session

Account management (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Advanced sales negotiation skills (In-House)

By The In House Training Company

The 'golden rule' of negotiation is simple - don't! But life's rarely that simple and very often we do have to negotiate, particularly if we want to win the business and especially if we want to win it on our terms. Such negotiations are crucial. We need to prepare for them. We need a strategy, and the skills to execute it. Does your team have a structured approach? Is it flawlessly executed, every time? Or is there room for improvement? This programme will help them master the six fundamentals of closing better business: Manage all these elements well and you will win more business, more profitably. This course will help participants: Negotiate from a position of partnership, not competition Deal more effectively and profitably with price objections Identify and practise successful sales negotiating skills Identify strengths and weaknesses as a sales negotiator Understand different types of buyer behaviour Learn to recognise negotiating tactics and stances Apply a new and proven structure to their business negotiations Identify and adapt for different behavioural styles Be alert to unconscious (non-verbal) communication Prepare and present a proposal at a final business negotiation stage Project confidence and exercise assertiveness in all sales negotiations 1 Planning for successful business negotiations This session introduces the concept of business negotiation and looks at its importance in the context of the participants' roles and activities. It briefly examines why we negotiate and the dynamics involved. Session highlights: What kind of a negotiator are you? Negotiation skills self-assessment and best practice How to establish roles and responsibilities for both parties How to identify and set objectives for both buyer and seller How to research and establish the other person's position (business negotiation stance) 2 How to structure your negotiations This module presents an eight-step framework or structure for use in negotiations and considers how best to prepare and plan your negotiations within the context of a supplier/customer relationship or business cycle. It also includes a brief review of legal responsibilities and what constitutes a 'deal'. Session highlights: Learn and apply a formal structure to use when negotiating How to establish short- and longer-term objectives and opportunities How best to plan, prepare and co-ordinate a major business negotiation meeting, or on-going negotiations Understanding of basic legal and organisational requirements 3 Verbal negotiation skills This session examines the human and communication dynamics inherent in any negotiation situation. It emphasises the importance of professional skills in preparing for a negotiation by identifying needs, wants and requirements accurately and by qualifying the competitive and organisational influences present. Session highlights: How to fully 'qualify' the other party's needs, requirements and constraints during the negotiation process by using advanced questioning and listening skills How to pre-empt negotiation objections by promoting and gaining commitment to options, benefits, value and solutions How best to propose and suggest ideas, using drawing-out skills 4 Non-verbal negotiation skills This module highlights how different personal styles, corporate cultures and organisation positions can influence events, and demonstrates practical methods for dealing with and controlling these factors. It also examines key principles of body language and non-verbal communication in a practical way. Session highlights: Gaining rapport and influencing unconsciously Understanding the importance of non-verbal communication; reading other people's meaning and communicating effectively as a result Ensure that non-verbal behaviour is fully utilised and observed to create maximum impact and monitor progress (eg, buying signals) Recognising that business negotiations are precisely structured and agreements gained incrementally 5 Proposing and 'packaging' This session highlights how best to present and package your proposal. It looks at how to pre-empt the need for negotiating by creating minor-options and 'bargaining' points, as well as how to manage the expectations and perceptions of the customer or buyer. Session highlights: How to identify the key variables that can be negotiated The power and use of 'authority' within your negotiations How to structure and present your proposal, ideas or quotation to best effect The importance of when and how to identify and influence buyer's objections 6 Dealing with price This module highlights how to best present and package price within your proposal or negotiation. In most cases, price has more to do with psychology than affordability and preparation and careful handling are essential. Session highlights: The three reasons that people will pay your asking price How to set price in a competitive market The key differences between selling and negotiating Ten ways to present price more effectively and persuasively 7 Getting to 'Yes': tactics and strategies There are many different tactics and strategies common to successful negotiators. This session looks at those that are most appropriate to the participants' own personal styles and situations. The importance of 'follow-through' is also explained and how to deal with protracted or 'stale-mate' business negotiations. Session highlights: How to negotiate price and reduce discounting early in the process How to recognise negotiating tactics and strategies in your customer or supplier Key strategies, techniques and tactics to use in negotiation The importance of follow-through and watching the details How to deal with stalled business negotiations or competitor 'lock-out' 8 Case studies and review This session examines a number of different situations and participants discuss ways to approach each. This will allow learning to be consolidated and applied in a very practical way. There will also be a chance to have individual points raised in a question and answer session. Session highlights: Case studies Question and answer Planning worksheet Negotiation 'toolkit' and check-list 9 Personal action plans Session highlights: Identify the most important personal learning points from the programme Highlight specific actions and goals Flag topics for future personal development and improvement

Advanced sales negotiation skills (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Professional Customer Care

By Dickson Training Ltd

Any team member with Customer interaction (including internal) are the 'Ambassadors' of the company/organisation. If they project positive professionalism - they win others' confidence. If they appear or sound like they are in any way indifferent or unprofessional - they will cost sales and lose clients/customers. With this 2 day Training course, that will be tailored to your company/organisation, each person attending will upgrade their professional standards in people skills, telephone manner and email etiquette. No training in this area may well be a false economy as there is a much greater risk of disenfranchised customers and team members - and probably increases your competitors to win business at your expense. Professional customer care is all too frequently regarded as a token issue in most induction sessions for employees. Surprisingly it is very rarely considered as a key priority, despite being essential for ensuring customer commitment is secure and supplier/partnerships are robust. Excellent customer care is paramount in our ever increasingly competitive market and making customers feel valued and looked after is often a differentiator. This 2-day course will help you understand your customers and the vital importance of customer care in any organisation. You will gain the tools and techniques to apply your learning directly back into the workplace and deliver excellent customer care. Course Syllabus The syllabus of the Professional Customer Care course is comprised of four modules, covering the following: Module One What is Excellent Customer Care? Internal versus external customers Why customer care is important Meeting customer expectations Module Two Making a Personal Difference How do you measure customer care? Making a difference Taking ownership Positive mental attitude Displaying professionalism both face-to-face and over the telephone Using positive language Module Three Gathering Information and Offering Solutions Asking the right questions Active listening skills Summarising and clarifying skills Module Four Dealing with Difficult Situations How to give a 'service' no Demonstrating empathy Assertiveness techniques Handling a complaint Problem solving Saying 'sorry' Making realistic promises and keeping them Real Play Scenarios with a Professional Actor (Optional Extra) This programme benefits significantly from our innovative training feature: Real Play. Using a professional actor who performs role plays as different customer characters in carefully devised situations, the delegates have the opportunity to 'pause' the role play to coach and control their character to improve their skill sets and practice the theory delivered. These scenarios can deal with difficult situations and enacting options to ensure good customer relations are intact. The outcome of the scenario is the responsibility of the delegates, not the trainer and actor. The actor will remain in character throughout the de-brief in order to bring to life the impact and possible next steps. Objectives By the end of the course participants will be able to Adopt a professional telephone manner Communicate assertively by taking control and directing the conversation Deliver information positively by offering options and alternatives Develop a range of versatile behaviours to use when dealing with difficult situations by: Listening actively Using empathy Gathering relevant information through effective questioning Finding solutions to concerns/problems quickly and efficiently Speaking positively and assertively What Is The Benefit? For individuals this course will increase confidence and ability to deal with customers in all situations, which will in turn create customer loyalty and raise their profile. For an employer, ensuring that all customer facing employees are demonstrating excellent customer care instils confidence in the customers and promotes a positive image of the company. In-House Courses Every single team member or employee that has a role which involves engaging with a customer, client and/or a key partner/supplier has a responsibility for projecting a positive image of the organisation which they represent. That may sound obvious, but how many hundreds of experiences have you had as a customer where you were treated with indifference and a distinct lack of professionalism by the receptionist, the retail assistant, the tele-agent, the delivery person, the credit controller or the departmental manager of the operation that you were dealing with? Far too many to count? This is because professional customer care is regarded as a token issue in most induction sessions for employees - and it is very rarely considered as a key priority to ensure customer commitment is secure and supplier/partnerships are robust. Yet the hugely expensive churn in customer/client commitments and staff is enormously expensive and immensely disruptive to any organisation. The Importance of Customers and Clients Every client/customer engaging person needs to recognise that it is ultimately the client or customer that pays their wages. If they gain a basic understanding of the clients' motivations and behaviours, coupled with some core skills in how to care for them, they will attain the status of 'professional'. This will very quickly translate into increased revenues, retained loyalty, high commitment and far greater security for all parties. The foundation has to be based on the authentic commitment to both the customer and also to the organisation they work for. Disenfranchisement readily curdles into sloppy behaviours cloaked in unprofessional attitudes and demeanours; plenty there to repel the most loyal of customers. If your company or organisation relies on repeat business and retaining the confidence and commitment of your clients, then all of your team members - perhaps including managers who set the example and have the biggest influence on the where the needle points to in relation to professionalism - need to be trained on the core basics of professional customer care. Customer Care Programmes from Dickson Training Ltd We are delighted to boast about the many successes we have had in providing effective and long lasting improvements for many clients, where awards have been won and, more importantly, talent has been retained because their clients and customers keep on coming back. Professional customer care extends to suppliers and partners that you value and need to get the best service and rates from, as well as any 'internal clients' such as other departments where you need to rely on their support and collaboration in order to achieve your goals. It is amazing what effective professional customer care training can do for any organisation. Without it your organisation may be vulnerable, with it you are much more likely to see increased performances and much greater security and growth. Scheduled Courses Unfortunately this course is not one that is currently scheduled as an open course, and is only available on an in-house basis. Please contact us for more information.

Professional Customer Care
Delivered In-Person in Bardsey + 3 more or UK WideFlexible Dates
Price on Enquiry

DIPLOMA IN FLOORCOVERING OCCUPATIONS (CONSTRUCTION)

By Oscar Onsite

REFERENCE CODE 603/5285/1 COURSE LEVEL NVQ Level 2 THIS COURSE IS AVAILABLE IN Course Overview Who is this qualification for? This is a work-based learning qualification for those involved in laying floorcoverings in a Construction related working environment. Although many of the skills and knowledge across floorcovering occupations are generic, not all those employed to fit floorcoverings will be fitting the same product. The group of optional units will allow specialisms of timber based, textile and resilient floorcoverings. What is required from candidates? To achieve this pathway unit the survey work must be carried out in ways that will minimise the risk of damage to the work and surrounding area and using and maintaining equipment effectively. This qualification is made up of 9 mandatory units and a group of optional units. The minimum credit value of this qualification is 127 credits. Qualifications are now required to indicate the total qualification time (TQT), this is to show the typical time it will take someone to attain the required skills and knowledge to meet the qualification criteria, this qualification has a TQT of 1,270 hours. Qualifications are also required to indicate the number of hours of teaching someone would normally need to gain the skills and knowledge to achieve the qualification. These are referred to as Guided Learning Hours (GLH). The GLH for this qualification is 543 Mandatory units Level Credit Conforming to General Health, Safety and Welfare in the Workplace Conforming to Productive Working Practices in the Workplace Moving, Handling and Storing Resources in the Workplace Surface preparation to receive floorcoverings in the workplace Setting out for laying floorcoverings in the workplace Preparing and fitting underlays for floorcoverings in the workplace Develop customer relationships Assessing and preparing background surfaces for floor-covering in the workplace Assessing and evaluating conditions for floorcoverings in the workplace Optional Units (Minimum of 18 credits) Installing timber–based floorcoverings in the workplace Summary of the: GQA NVQ LEVEL 2 DIPLOMA IN FLOORCOVERING OCCUPATIONS (CONSTRUCTION) Installing textile floorcoverings in the workplace Installing resilient floorcoverings in the workplace Types of evidence: Evidence of knowledge is required. Evidence of knowledge through performance can contribute and if applicable should be demonstrated by completing projects and reports, by responding to questions or through Professional/Guided Discussions. Quantity of evidence: Evidence should show that you can meet the requirements of the units consistently over an appropriate period of time. Potential sources of evidence: Suggested sources of evidence are shown above, these can be supplemented by physical or documentary evidence, e.g.: Accident book/reporting system Notes and memos Safety record Telephone/e-mail records Training record Customer and colleague feedback Audio evidence Records of equipment and materials Witness testimonies Work records Photographic/ video evidence Please Note that photocopied or downloaded documents such as manufacturers or industry guidance, H&S policies, Risk Assessments etc, are not normally acceptable evidence for GQA qualifications unless accompanied by a record of a professional discussion or assessor statement confirming candidate knowledge of the subject. If you are in any doubt about the validity of evidence, please contact Oscar Onsite Academy

DIPLOMA IN FLOORCOVERING OCCUPATIONS (CONSTRUCTION)
Delivered In-Person in Manchester or UK WideFlexible Dates
Price on Enquiry

Educators matching "Customer Relationship Management (CRM)"

Show all 2
MyT Automation

myt automation

Croydon

MyT Automation is a comprehensive Software as a Service (SaaS) platform designed to empower businesses, agencies, and entrepreneurs to deliver scalable and efficient solutions for marketing, sales, customer relationship management (CRM), and automation.  The platform consolidates a wide range of tools into a single, customisable system, enabling users to streamline operations, enhance client engagement, and drive revenue growth without the need for extensive development or technical expertise.  Below is a detailed overview of MyT Automation's capabilities, tailored for use by a chatbot or AI agent to communicate its features effectively.  Core Capabilities 1. Marketing Automation MyT Automation provides robust tools to automate and optimise marketing efforts, enabling businesses to engage customers efficiently across multiple channels. Email Marketing Automation:  Create, schedule, and send personalised email campaigns with drag-and-drop editors, pre-built templates, and automated sequences for lead nurturing, follow-ups, and customer retention.SMS Marketing: Send targeted text messages for promotions, reminders, or transactional updates, with support for automated SMS workflows. Social Media Management:  Schedule and publish posts across major social media platforms, with analytics to track engagement and performance. Lead Scoring and Segmentation:  Automatically score leads based on behaviour and demographics, allowing for precise audience segmentation and targeted campaigns. Campaign Analytics:  Access detailed reports on campaign performance, including open rates, click-through rates, and conversions, to optimise marketing strategies. 2. Customer Relationship Management (CRM) The platform includes a powerful CRM system to manage client relationships, streamline sales processes, and enhance customer experiences. Contact Management:  Centralise customer data with detailed profiles, including interaction history, preferences, and purchase records. Pipeline Management:  Visualise and manage sales pipelines with customizable stages, automated deal tracking, and task assignments. Lead Capture and Nurturing:  Use forms, landing pages, and automated workflows to capture leads and guide them through the sales funnel. Appointment Scheduling:  Integrate calendar tools to automate booking, send reminders, and sync with platforms like Google Calendar. Unified Inbox:  Manage all client communications (email, SMS, social media) in a single dashboard for streamlined interactions. 3. Funnel and Website Building MyT Automation offers intuitive tools to create high-converting sales funnels and professional websites without coding expertise. Drag-and-Drop Builder:  Design landing pages, funnels, and full websites using customisable templates and a user-friendly interface. E-commerce Integration:  Build online stores with product management, payment gateways, and order tracking capabilities. SEO Optimisation:  Optimise websites for search engines with built-in tools for meta tags, keywords, and mobile responsiveness. A/B Testing:  Test different versions of pages or funnels to identify the highest-performing designs and content. 4. Conversational AI and Chatbots MyT Automation includes AI-powered chatbot capabilities to enhance customer support and lead generation. No-Code Chatbot Builder:  Create custom chatbots to automate customer interactions, answer FAQs, qualify leads, or book appointments. Multi-Channel Support:  Deploy chatbots on websites, social media, and messaging apps like WhatsApp or Facebook Messenger. Live Chat Handoff:  Seamlessly transition from automated chatbot responses to human agents when needed. Analytics and Insights:  Track chatbot performance, including engagement rates and conversion metrics, to refine conversational strategies. 5. Workflow Automation The platform automates repetitive tasks and workflows to save time and improve efficiency. Trigger-Based Actions:  Set up automated actions based on user behaviour, such as sending follow-up emails when a lead completes a form. Workflow Integrations:  Connect with external tools like CRMs, payment processors, and productivity apps via APIs or third-party integrations (e.g., Zapier). Task Automation:  Automate task assignments, reminders, and notifications to keep teams aligned and projects on track. Data Synchronisation:  Ensure real-time data updates across integrated systems for consistent and accurate information. 6. Analytics and Reporting MyT Automation provides advanced analytics to drive data-informed decisions and optimise performance. Custom Dashboards:  Build tailored dashboards to monitor key performance indicators (KPIs) like sales, conversions, and user engagement. Real-Time Reporting:  Access up-to-date insights on marketing, sales, and operational metrics. Predictive Analytics:  Leverage AI-driven insights to forecast trends, customer behaviour, and revenue potential. Funnel Analysis: Identify drop-off points in sales funnels to improve conversion rates. 7. E-commerce and Payment Processing MyT Automation supports businesses in creating and managing online stores with integrated payment solutions. Product Management:  Organise products, manage inventory, and set pricing from a single platform. Payment Gateways:  Integrate with popular payment processors like Stripe, PayPal, and Square for secure transactions. Subscription Billing:  Offer recurring revenue models with automated billing and subscription management. Order Tracking:  Monitor orders and provide customers with real-time updates on their purchases. 8. Security and Compliance The platform prioritises data security and regulatory compliance to protect businesses and their clients. Data Encryption:  Use AES 256-bit encryption for secure file storage and data transfer. Role-Based Access Controls:  Assign granular permissions to ensure data access is restricted to authorised users. Compliance Tools:  Support GDPR, CCPA, and other regulations with data anonymisation and privacy controls. Audit Trails:  Track changes and user actions for transparency and compliance. 9. Scalability and Integrations MyT Automation is designed to scale with your business and integrate seamlessly with existing systems. API Access: Connect with third-party tools and custom applications via robust APIs. Multi-Platform Support:  Deploy on web, mobile, or hybrid environments with flexible hosting options (cloud or on-premises). Extensibility:  Add plugins or extensions to enhance functionality based on specific business needs. Real-Time Data Sync:  Integrate with CRMs, marketing tools, and analytics platforms for a unified workflow. Use Cases  MyT Automation is versatile and caters to a wide range of industries and business types: Digital Agencies:  Deliver marketing, CRM, and automation services to clients with a professional platform. Entrepreneurs and Resellers:  Launch a micro-SaaS business targeting niche markets with a robust solution. E-commerce Businesses:  Build and manage online stores with integrated marketing and payment solutions. Consultants and Freelancers:  Streamline client management, project tracking, and reporting with a professional platform. Startups:  Scale operations quickly with a cost-effective, ready-to-use solution that supports growth. Benefits Speed to Market:  Launch services in days, not months, with pre-built tools and templates. Cost Efficiency:  Avoid the high costs of custom software development and maintenance. Streamlined Operations:  Consolidate marketing, sales, and customer management into a single platform. Recurring Revenue:  Offer subscription-based services to generate predictable income. Scalability:  Grow your business with a platform that adapts to increasing client demands and integrates with existing systems. Why Choose MyT Automation? MyT Automation is a powerful, all-in-one solution that combines marketing automation, CRM, website building, e-commerce, and conversational AI into a single platform. Its no-code interface, extensive customisation options, and robust integrations make it ideal for businesses looking to deliver high-value services.  With advanced analytics, security features, and scalability, MyT Automation empowers users to focus on growth, client satisfaction, and revenue generation while the platform handles the technical complexities.