512 Courses

Keep track of customer details in your CRM. It's a perfect memory. We will help you to identify tips for getting started and how to follow 8 steps to a successful Customer Relationship Management implementation. Learning Objectives Identify tips for getting started, Follow 8 steps to a successful Customer Relationship Management implementation Target Audience Managers, Team Leaders, Young Professionals, Sales Professionals, Customer Service Teams

In today's business environment, where regulatory compliance, effective customer relationship management, and adherence to employment laws are critical, our comprehensive training bundle is designed to empower professionals to excel in these crucial areas. This suite of courses includes a Diploma in Anti-Money Laundering (AML), training in Know Your Customer (KYC) protocols, UK-specific compliance, Customer Relationship Management (CRM), and Employment Law, providing a robust foundation for those looking to enhance their organisational integrity and operational efficiency. Stand out in the job market by completing the AML Training course. Get an accredited certificate and add it to your resume to impress your employers. 05 CPD Accredited Courses are: Course 01: Diploma in Anti-Money Laundering (AML) Course 02: KYC Course 03: Compliance UK Course 04: CRM - Customer Relationship Management Course 05: Employment Law Our AML, KYC, UK Compliance, CRM, and Employment Law Training course starts with the basics of AML Training and gradually progresses towards advanced topics. Therefore, each lesson of this AML Training is intuitive and easy to understand. Key Highlights of the AML Course: Lifetime Access to all AML Learning Resources An Interactive, Online AML Course Created By Experts in the AML Field Self-Paced and 24/7 Learning Support Free Certificate After AML Course Completion Diploma in Anti-Money Laundering (AML): The Diploma in Anti-Money Laundering (AML) equips professionals with essential skills to detect and prevent financial crimes, ensure compliance with regulations, and safeguard organizational integrity. KYC (Know Your Customer): The KYC (Know Your Customer) course enhances customer verification processes, mitigating fraud risks and building trust with clients, which are vital for regulatory compliance and protecting businesses from penalties. Compliance UK: Compliance UK provides an overview of regulatory standards, ensuring businesses operate within legal boundaries to avoid penalties and maintain regulatory compliance. CRM - Customer Relationship Management: CRM focuses on enhancing customer interactions and loyalty, driving business growth through personalised experiences and effective relationship management strategies. Employment Law: The Employment Law course covers essential legal aspects of managing a workforce, ensuring businesses create a fair and compliant work environment, and mitigating legal risks. ***AML - Anti Money Laundering Course Curriculum***: Module 01: Introduction to AML Module 02: Proceeds of Crime Act 2002 Module 03: Development of AML Regulation Module 04: Responsibility of the AML Reporting Officer Module 05: AML Risk-based Approach Module 06: Customer Due Diligence Module 07: AML Record Keeping Module 08: Suspicious Conduct and Transactions Module 09: AML Awareness and Training Quality Licence Scheme Endorsed Certificate of Achievement: Upon completing the AML course, you can order an original hardcopy certificate of achievement. This prestigious certificate, endorsed by the Quality Licence Scheme, will be titled 'Diploma in Anti Money Laundering (AML) at QLS Level 5'. Your certificate will be delivered directly to your home. The pricing scheme for the certificate is as follows: £109 GBP for addresses within the UK. Please note that delivery within the UK is free of charge. CPD 200 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The AML course helps aspiring professionals who want to obtain the knowledge and familiarise themselves with the skillsets to pursue a career in AML. It is also great for professionals who are already working in AML and want to get promoted at work. Money Laundering Reporting Officer AML Analysts AML Officer Risk & Compliance Analyst Compliance Manager Requirements To enrol in this AML course, all you need is a basic understanding of the English Language and an internet connection. Career path After completing this AML training course, you may explore trendy and in-demand jobs related to this course. Such as: Compliance Officer - £30,000-£50,000/year. Risk Manager - £35,000-£60,000/year. Financial Investigator - £35,000-£60,000/year. Fraud Investigator - £30,000-£50,000/year. Corporate Finance Analyst - £40,000-£70,000/year. Certificates Certificate of completion Digital certificate - Included Certificate of completion Hard copy certificate - £9.99 Each hardcopy Certificate is available for £9.99. P.S. For each hardcopy certificate the delivery charge inside the UK is £3.99 and for international students it is £9.99.

In this competitive job market, you need to have some specific skills and knowledge to start your career and establish your position. This Customer Service Advisor Training will help you understand the current demands, trends and skills in the sector. The course will provide you with the essential skills you need to boost your career growth in no time. The Customer Service Advisor Training will give you clear insight and understanding about your roles and responsibilities, job perspective and future opportunities in this field. You will be familiarised with various actionable techniques, career mindset, regulations and how to work efficiently. This course is designed to provide an introduction to Customer Service Advisor Training and offers an excellent way to gain the vital skills and confidence to work toward a successful career. It also provides access to proven educational knowledge about the subject and will support those wanting to attain personal goals in this area. Learning Objectives Learn the fundamental skills you require to be an expert Explore different techniques used by professionals Find out the relevant job skills & knowledge to excel in this profession Get a clear understanding of the job market and current demand Update your skills and fill any knowledge gap to compete in the relevant industry CPD accreditation for proof of acquired skills and knowledge Who is this Course for? Whether you are a beginner or an existing practitioner, our CPD accredited Customer Service Advisor Training is perfect for you to gain extensive knowledge about different aspects of the relevant industry to hone your skill further. It is also great for working professionals who have acquired practical experience but require theoretical knowledge with a credential to support their skill, as we offer CPD accredited certification to boost up your resume and promotion prospects. Entry Requirement Anyone interested in learning more about this subject should take this Customer Service Advisor Training. This course will help you grasp the basic concepts as well as develop a thorough understanding of the subject. The course is open to students from any academic background, as there is no prerequisites to enrol on this course. The course materials are accessible from an internet enabled device at anytime of the day. CPD Certificate from Course Gate At the successful completion of the course, you can obtain your CPD certificate from us. You can order the PDF certificate for £9 and the hard copy for £15. Also, you can order both PDF and hardcopy certificates for £22. Career path The Customer Service Advisor Training will help you to enhance your knowledge and skill in this sector. After accomplishing this course, you will enrich and improve yourself and brighten up your career in the relevant job market. Course Curriculum Module 01: Introduction to Customer Relationship Management (CRM) Introduction to Customer Relationship Management (CRM) 00:22:00 Module 02: CRM Fundamentals CRM Fundamentals 00:24:00 Module 03: CRM Strategies CRM Strategies 00:33:00 Module 04: CRM Databases CRM Databases 00:21:00 Module 05: Deepening Customer Relationship Deepening Customer Relationship 00:23:00 Module 06: Handling Customer Complaints Handling Customer Complaints 00:22:00 Module 07: Introduction to Customer Service Introduction to Customer Service 00:23:00 Module 08: What's Different about Good Customer Service? What's Different about Good Customer Service? 00:12:00 Module 09: Customer Service Communication Strategies Customer Service Communication Strategies 00:24:00 Module 10: Building Rapport Over the Phone Building Rapport Over the Phone 00:24:00 Module 11: Active Listening and Managing Tough Callers Active Listening and Managing Tough Callers 00:28:00 Module 12: Problem Solving over the Phone Problem Solving over the Phone 01:04:00 Module 13: Time Management Time Management 00:35:00 Module 14: Record Keeping and Filing Systems Record Keeping and Filing Systems 00:30:00 Certificate and Transcript Order Your Certificates or Transcripts 00:00:00

Description: This diploma has been created for businesses who wish to garner a customer service team with the highest level of customer insight and understanding, allowing for delivery of front line customer service, built around proper businesses values. With this course, develop skills that allow the detection of profitable business opportunities based on the analysis and interpretation of customer information. It allows generating marketing strategies in organizations, through preparing, analyzing and structuring the available information to achieve an understanding of the client's behavior. The development of the program consists in defining the current or potential client, by means of analytical tools for the search of consumer behavior patterns, in order to design exciting commercial campaigns. Entry Requirement This course is available to all learners, of all academic backgrounds. Learners should be aged 16 or over to undertake the qualification. Good understanding of English language, numeracy and ICT are required to attend this course. Assessment:  At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. Before sitting for your final exam you will have the opportunity to test your proficiency with a mock exam. Certification: After completing and passing the course successfully, you will be able to obtain an Accredited Certificate of Achievement. Certificates can be obtained either in hard copy at a cost of £39 or in PDF format at a cost of £24. Why choose us? Affordable, engaging & high-quality e-learning study materials; Tutorial videos/materials from the industry leading experts; Study in a user-friendly, advanced online learning platform; Efficient exam systems for the assessment and instant result; The UK & internationally recognized accredited qualification; Access to course content on mobile, tablet or desktop from anywhere anytime; The benefit of career advancement opportunities; 24/7 student support via email. Career Path After completing this course you will be able to build up accurate knowledge and skills with proper confidence to enrich yourself and brighten up your career in the relevant job market. Customer Relationship Management Customer Relationship Management 00:10:00 What CRM Is and Who It Serves 00:15:00 Checklist for Success 00:15:00 Requirement Driven Product Selection 00:15:00 Considerations in Tool Selection 00:15:00 Strategies for Customer Retention 00:15:00 Building the Future 00:15:00 Homegrown vs. Application Service Provider 00:15:00 The Development Team 00:15:00 Evaluating and Reviewing Your Program 00:15:00 Relationship with Customers Good Customer Relationship - Why is it Important? 01:00:00 Understanding Your Customers 01:00:00 How to Calculate Customer's Lifetime Value 00:30:00 How to Keep Your Customers Happy? 01:00:00 How to Get Your Customers to Say 'Wow!' 01:00:00 Proven Methods of Customer Retention 01:00:00 The Art of Customer Follow-up 01:00:00 Loyalty Marketing Program 00:30:00 Promotional Items to Enhance Customer Relations 01:00:00 Handling Customer's Complaints 01:00:00 How to Deal with Difficult Customers 00:30:00 Introducing the Seven Deadly Sins of Customer Service! 01:00:00 Customer Relationship Management (CRM) Software - The Benefits 01:00:00 Choosing a CRM Program 00:30:00 Customer Service over the Phone 01:00:00 Customer Relations and Dealing Module One - Getting Started 00:30:00 Module Two - The Right Attitude Starts with You 01:00:00 Module Three - Stress Management (Internal Stressors) 01:00:00 Module Four - Stress Management (External Stressors) 00:30:00 Module Five - Transactional Analysis 01:00:00 Module Six - Why are Some Customers Difficult 01:00:00 Module Seven - Dealing with the Customer Over the Phone 01:00:00 Module Eight - Dealing with the Customer In Person 01:00:00 Module Nine - Sensitivity in Dealing with Customers 01:00:00 Module Ten - Scenarios of Dealing with a Difficult Customer 01:00:00 Module Eleven - Following up With a Customer Once You Have Addressed Their Issue 01:00:00 Module Twelve - Wrapping Up 00:30:00 Customer Relationship Good Customer Relationship - Why is it Important? 01:00:00 Understanding Your Customers 01:00:00 How to Calculate Customer's Lifetime Value 00:30:00 How to Keep Your Customers Happy? 01:00:00 How to Get Your Customers to Say 'Wow!' 01:00:00 Proven Methods of Customer Retention 01:00:00 The Art of Customer Follow-up 01:00:00 Loyalty Marketing Program 00:30:00 Promotional Items to Enhance Customer Relations 01:00:00 Handling Customer's Complaints 01:00:00 How to Deal with Difficult Customers 00:30:00 Introducing the Seven Deadly Sins of Customer Service! 01:00:00 Customer Relationship Management (CRM) Software - The Benefits 01:00:00 Choosing a CRM Program 00:30:00 Customer Service over the Phone 01:00:00 Customer Handling Getting Started 00:05:00 The Right Attitude Starts with You 00:25:00 Stress Management (Internal Stressors) 00:35:00 Stress Management (External Stressors) 00:25:00 Transactional Analysis 00:25:00 Why are Some Customers Difficult 00:25:00 Dealing with the Customer Over the Phone 00:35:00 Dealing with the Customer In Person 00:25:00 Sensitivity in Dealing with Customers 00:30:00 Scenarios of Dealing with a Difficult Customer 00:15:00 Following up With a Customer Once You Have Addressed Their Issue 00:12:00 Wrapping Up 00:07:00 Handling Sales Objections & Negotiating Module One - Getting Started 00:30:00 Module Two - Three Main Factors 01:00:00 Module Three - Seeing Objections as Opportunities 00:30:00 Module Four - Getting to the Bottom 01:00:00 Module Five - Finding a Point of Agreement 01:00:00 Module Six - Have the Client Answer Their Own Objection 00:30:00 Module Seven - Deflating Objections 01:00:00 Module Eight - Unvoiced Objections 01:00:00 Module Nine - The Five Steps 01:00:00 Module Ten - Dos and Don'ts 00:30:00 Module Eleven - Sealing the Deal 00:30:00 Module Twelve - Wrapping Up 01:00:00 Certificate and Transcript Order Your Certificates and Transcripts 00:00:00

Description: Customer Service and Relation Management Diploma This Diploma in Customer Service and Relation Management aims to address the development of service industries and the need for customer-supplier relationship. This program equips one with knowledge and skills related to service marketing, customer service, customer relationship management, service design, service quality management, etc. Customer Relationship Management (CRM) is a business strategy for maximizing shareholder value through acquiring, enhancing and retaining desired customers. This course will examine the concepts, processes and technologies an organization uses to achieve superior performance through client intelligence. Aligning business activities around the client creates an opportunity to collect an extensive quantity of client-related descriptive and behavioural data, which shall be very useful. Assessment: At the end of the course, you will be required to sit for an online MCQ test. Your test will be assessed automatically and immediately. You will instantly know whether you have been successful or not. Before sitting for your final exam, you will have the opportunity to test your proficiency with a mock exam. Certification: After completing and passing the course successfully, you will be able to obtain an Accredited Certificate of Achievement. Certificates can be obtained either in hard copy at a cost of £39 or in PDF format at a cost of £24. Who is this Course for? Customer Service and Relation Management Diploma is certified by CPD Qualifications Standards and CiQ. This makes it perfect for anyone trying to learn potential professional skills. As there is no experience or qualification required for this course, it is available for all students from any academic background. Requirements Our Customer Service and Relation Management Diploma is fully compatible with any kind of device. Whether using a Windows computer, Mac, smartphone or tablet, you will get the same experience while learning. Besides that, you will be able to access the course with any kind of internet connection from anywhere at any time without any kind of limitation. Career Path After completing this course, you will be able to build up accurate knowledge and skills with proper confidence to enrich yourself and brighten up your career in the relevant job market. Understanding Customer Service Understanding Customer Service FREE 00:17:00 Identifying Customer Expectations 00:06:00 Providing Excellent Customer Service 00:07:00 Focusing on the Customer 00:08:00 Customer Service and the Telephone 00:08:00 Handling Complaints 00:12:00 Enduring Stress 00:13:00 Business Communication Identifying Basic Communication Techniques FREE 00:09:00 Formal and Informal Communication 00:02:00 Describing Verbal and Non-verbal Communication 00:04:00 Understanding Body Language 00:05:00 Making Effective Presentations 00:10:00 Fundamentals of Productive Meetings 00:08:00 Written Communication 00:13:00 Electronic Communication 00:19:00 Creating Graphics for Business Communication 00:04:00 Communicating Static Information 00:03:00 Communicating Dynamic Information 00:03:00 Effectively Working for Your Boss Representing Your Boss 00:06:00 Communicating Your Boss's Decisions 00:03:00 Supporting Your Boss and Colleagues 00:04:00 Building a Partnership with Your Boss 00:13:00 Identifying Goals FREE 00:10:00 Energy Distribution 00:09:00 Time Logs 00:11:00 Personal World View 00:10:00 Strengths 00:09:00 A Building Your Toolbox 00:10:00 Establishing Your Action Plan 00:11:00 Customer Service What is Customer Service? 00:15:00 Who Are Your Customers? 00:15:00 Six Critical Elements 00:30:00 Understanding Leadership 00:30:00 Five Practices of Leadership 00:45:00 Asking the Right Questions 00:15:00 Close with Vocals 00:15:00 Closing Down the Voice 00:10:00 Cold and Warm Calls 00:15:00 Developing Your Script 00:45:00 Did You Hear Me? 00:15:00 It's More Than Just a Phase 00:15:00 Negotiation Techniques 00:15:00 News from Within 00:15:00 Perfecting the Script 00:15:00 Phone Tag and Getting the Call Back 00:15:00 Sales by Phone 00:10:00 Saying No 00:05:00 Staying Out of Voice Mail Jail 00:05:00 Stress Busting 00:05:00 Taking Messages99 00:05:00 This is My Mentor 00:05:00 To Serve and Delight 00:05:00 Who are Your Customers? 00:15:00 Building the Future 00:15:00 Checklist for Success 00:15:00 Considerations in Tool Selection 00:15:00 Customer Relationship Management 00:10:00 Evaluating and Reviewing Your Program 00:15:00 Homegrown vs. Application Service Provider 00:15:00 Requirement Driven Product Selection 00:15:00 Strategies for Customer Retention 00:15:00 The Development Team 00:15:00 What CRM Is and Who It Serves 00:15:00 Customer Relationship Management Training Customer Relationship Management 00:10:00 What CRM Is and Who It Serves 00:15:00 Checklist for Success 00:15:00 Requirement Driven Product Selection 00:15:00 Considerations in Tool Selection 00:15:00 Strategies for Customer Retention 00:15:00 Building the Future 00:15:00 Homegrown vs. Application Service Provider 00:15:00 The Development Team 00:15:00 Evaluating and Reviewing Your Program 00:15:00 Relationship with Customers Good Customer Relationship - Why is it Important? 01:00:00 Understanding Your Customers 01:00:00 How to Calculate Customer's Lifetime Value 00:30:00 How to Keep Your Customers Happy? 01:00:00 How to Get Your Customers to Say 'Wow!' 01:00:00 Proven Methods of Customer Retention 01:00:00 The Art of Customer Follow-up 01:00:00 Loyalty Marketing Program 00:30:00 Promotional Items to Enhance Customer Relations 01:00:00 Handling Customer's Complaints 01:00:00 How to Deal with Difficult Customers 00:30:00 Introducing the Seven Deadly Sins of Customer Service! 01:00:00 Customer Relationship Management (CRM) Software - The Benefits 01:00:00 Choosing a CRM Program 00:30:00 Customer Service over the Phone 01:00:00 Customer Relations and Dealing Module One - Getting Started 00:30:00 Module Two - The Right Attitude Starts with You 01:00:00 Module Three - Stress Management (Internal Stressors) 01:00:00 Module Four - Stress Management (External Stressors) 00:30:00 Module Five - Transactional Analysis 01:00:00 Module Six - Why are Some Customers Difficult 01:00:00 Module Seven - Dealing with the Customer Over the Phone 01:00:00 Module Eight - Dealing with the Customer In Person 01:00:00 Module Nine - Sensitivity in Dealing with Customers 01:00:00 Module Ten - Scenarios of Dealing with a Difficult Customer 01:00:00 Module Eleven - Following up With a Customer Once You Have Addressed Their Issue 01:00:00 Module Twelve - Wrapping Up 00:30:00 Becoming A Customer Service Professional Module One - Getting Started 00:30:00 Module Two: The Importance of Safety 00:15:00 Module Three - Establishing Your Attitude 01:00:00 Module Four - Identifying and Addressing Customer Needs 01:00:00 Module Five - Generating Return Business 01:00:00 Module Six - In-Person Customer Service 01:00:00 Module Seven - Giving Customer Service over the Phone 01:00:00 Module Eight - Providing Electronic Customer Service 01:00:00 Module Nine - Recovering Difficult Customers 01:00:00 Module Ten - Understanding When to Escalate 01:00:00 Module Eleven - Ten Things You Can Do to WOW Customers Every Time 01:00:00 Module Twelve - Wrapping Up 01:00:00 Mock Exam Mock Exam - Customer Service and Relation Management Diploma 00:20:00 Final Exam Final Exam - Customer Service and Relation Management Diploma 00:20:00 Certificate & Transcript Order Your Certificates and Transcripts 00:00:00

Duration 1 Days 6 CPD hours This course is intended for This course is aimed at users with the Tableau CRM license who need to build effective lenses and dashboards for their business users to explore their data. It may also be of interest to users who are connecting and integrating this data, to understand how it is used in the lens and dashboard building process. Overview Build and manage apps in Tableau CRM Design a dashboard based on requirements, and create a dashboard template Create and add lenses to build a dashboard Optimize a dashboard for mobile use Ready to start building in Tableau CRM? In this course, you?ll find out how to design and create an effective dashboard layout to help viewers quickly find their way around. You?ll learn how to build lenses and add them into your dashboards using the Tableau CRM Dashboard Designer. Once you?ve created a dashboard, you?ll also learn how to optimize the dashboard for mobile. Finally you?ll also learn how to organize your lenses and dashboards using apps and ensure that only the right users have access to them.Looking for Tableau classes? Check out the Tableau catalog here. Managing Apps, Lenses, Dashboards, and Datasets Overview of building and managing apps Building an app Manage apps, lenses, dashboards, and datasets Designing a Dashboard and Creating a Template Dashboard Building Overview Designing a Dashboard Create a dashboard template Building a Dashboard Building a Dashboard Adding Charts, Tables, and KPIs to a Dashboard Adding Filters to a Dashboard Modify a Dashboard for Mobile Translating Desktop Dashboards to a Mobile Device Creating/Updating Mobile Dashboard Layouts

Customer Service Essentials 1 Day Training in Worcester

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Customer Service Essentials 1 Day Training in Derby