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ISP TrainingsInnovative Special Projects

Client Relationship Management Reporting and Analytics

3 days|Delivered on request

Client Relationship Management Reporting and Analytics focuses on the measurement layer: what to count, what it means and how to present it. Delegates work through proposal writing and negotiation in sales and the reporting built on top of them. The reporting layer matters because sales teams are frequently trained on the product and never on the conversation. Delegates leave able to work confidently with consultative selling, customer journey mapping and service level design in their own organisation.

What delegates leave able to do

  • Spot where consultative selling is failing before it becomes a finding, measured against consultative selling methodology
  • Put customer journey mapping on a footing they can defend to a reviewer
  • Explain service level design to someone who does not do the work
  • Bring needs analysis into line with current good practice

What the course covers

  • Proposal writing
  • Negotiation in sales
  • Consultative selling
  • Customer journey mapping
  • Service level design
  • Needs analysis
  • Complaint handling

Who should attend

  • sales managers
  • customer service managers
  • sales representatives
  • service desk staff
A contact centre agent working at a desk wearing a headset

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