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    • Customize Your Learning Journey
    Customize Your Learning Journey
    Customize Your Learning Journey
    Customize Your Learning Journey
    Customize Your Learning Journey
    Customize Your Learning Journey
    Customize Your Learning Journey
    Customize Your Learning Journey
    Customize Your Learning Journey

    Class and Course
    1. NExT
    2. Business Management
    3. Client Relationship Management for Long Term Success

    Client Relationship Management for Long Term Success

    • Skill
    • 4 Days
    • classroom1Classroom

    This course is designed in a workshop format to enable participants to build skills and create draft strategies for strengthening relationships with clients and potentially expanding these relationships into new areas.  

    Introduction to CRM

    • Topic 1: Self-assessment re knowledge and skills required in CRM
    • Topic 2; Understand market segmentation and the approach required
    • Topic 3: Review buyer types and motivations
    • Topic 4: Evaluation of communication concepts
    • Topic 5: Apply listening styles to the situation
    • Topic 6: Produce a stakeholder analysis for the client or potential client
    • Topic 7: Creation of stakeholder tracking tool

    Presentations Allowing Technical People to Influence Others in Business Development Settings

    • Topic 1: Review of sales and influence through presentation best practices
    • Topic 2: Create presentation materials that achieve the purpose of the presentation 
    • Topic 3: Successfully create and deliver a product demonstration 
    • Topic 4: Introduce a problem resolution strategy as a way to influence a client
    • Topic 5: Complete a presentation to achieve commitment to next steps     

    Building the Engagement Plan

    • Topic 1: Review of materials from Day One and Day Two
    • Topic 2: Role play lunch-and-learn presentation
    • Topic 3: Create product demonstration materials 
    • Topic 4: Incorporate RAPID matrix into an engagement plan
    • Topic 5: Generate a communication plan for client relationships
    • Topic 6: Review plans generated for application 
      •  

    Becoming a Trusted Advisor

    • Topic 1: Description of a Trusted Advisor
    • Topic 2: Building blocks of trust required to become a Trusted Advisor
    • Topic 3: Understanding company politics and how to mitigate the risks
    • Topic 4: Incorporating actions into the engagement plan for a client
    • Topic 5: Review of materials and final presentations 
    • Topic 6: Class Assessment       

    People who already possess the technical knowledge required, but wish to expand their ability to development new business within their client base. 

    • Introduction to CRM
    • Presentations in various settings
    • Building the Engagement Plan
    • Becoming a Trusted Advisor

    2 – 3 years of experience in business development and client relationship management.

    Currently there are no scheduled classes for this course.

    Click below to be alerted when scheduled

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