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ISP TrainingsInnovative Special Projects

Customer Data and Segmentation Reporting and Analytics

3 days|Delivered on request

Customer Data and Segmentation Reporting and Analytics focuses on the measurement layer: what to count, what it means and how to present it. Delegates work through sales forecasting and telephone and contact centre skills 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 customer journey mapping, consultative selling and pipeline management in their own organisation.

What delegates leave able to do

  • Improve customer journey mapping within their own organisation, measured against consultative selling methodology
  • Review consultative selling and say plainly whether it is working
  • Make a decision about pipeline management without waiting for a specialist
  • Put needs analysis on a footing they can defend to a reviewer

What the course covers

  • Sales forecasting
  • Telephone and contact centre skills
  • Customer journey mapping
  • Consultative selling
  • Pipeline management
  • Needs analysis
  • Proposal writing

Who should attend

  • branch managers
  • client relationship managers
  • customer service managers
  • key account managers
A contact centre agent working at a desk wearing a headset

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