Customer Data and Segmentation Auditing and Assurance

Customer Experience and Sales|3 days|Classroom or live online

This programme is written from the assurance side. Delegates learn to test whether pipeline management and customer retention are working as claimed, and how to evidence the conclusion. Assurance work is under scrutiny because sales teams are frequently trained on the product and never on the conversation. Delegates leave able to work confidently with upselling and cross selling, consultative selling and proposal writing in their own organisation.

What delegates leave able to do

Put upselling and cross selling on a footing they can defend to a reviewer, measured against consultative selling methodology
Bring consultative selling into line with current good practice
Review proposal writing and say plainly whether it is working
Spot where negotiation in sales is failing before it becomes a finding

What the course covers

Pipeline management
Customer retention
Upselling and cross selling
Consultative selling
Proposal writing
Negotiation in sales
Service recovery

Who should attend

branch managers
key account managers
service desk staff
sales managers
sales representatives

Fees

South Africa	R13 000
Elsewhere in Africa and the Gulf	USD 1 500
Live online	USD 900

Per delegate, for the full 3 days. Covers tuition, course materials and refreshments. Excludes travel and accommodation. South African courses carry VAT at 15%; on deliveries outside South Africa the VAT position is confirmed on the quotation, because it depends on where your organisation is registered.

Scheduled dates

2 to 4 Nov 2026	Pretoria	R13 000
11 to 13 Jan 2027	Windhoek	USD 1 500
8 to 10 Feb 2027	Pretoria	R13 000
22 to 24 Mar 2027	Online	USD 900
26 to 28 Apr 2027	Online	USD 900
31 May to 2 Jun 2027	Harare	USD 1 500
12 to 14 Jul 2027	Kigali	USD 1 500
9 to 11 Aug 2027	Harare	USD 1 500
20 to 22 Sep 2027	Online	USD 900
25 to 27 Oct 2027	Johannesburg	R13 000

Dates are the published schedule at the time this page was printed. We also run this programme on request, and in-house for a full team.

How to book

Call 069 221 6943 or email info@isptrainings.co.za with the date and the number of delegates. We reply with a written quotation and an invoice. A registration is not a confirmed booking until we confirm it in writing.

Innovative Special Projects|Monday to Friday, 08:00 to 18:00 (SAST)