Customer Relationship Management
Duration: 1-2 daysFormat: In-person or online, case-based
A training built on real portfolio cases: understanding customers by segment, running needs-analysis meetings, establishing contact cadence, handling difficult situations and reading customer profitability.
Outcomes
- 01Developing a segment-based customer approach
- 02Techniques for running needs-analysis meetings
- 03Building contact plans and relationship cadence
- 04Reading customer profitability and lifetime value
Target Audience
Sales and portfolio managers, relationship officers, branch teams