Objectives
The "Customer Relationship Management" training course aims to develop key skills for creating, maintaining and optimizing quality relationships with customers. We focus particularly on customer satisfaction, loyalty and proactive expectation management.
The course has several pedagogical objectives:
- Understand the fundamentals of customer relationship management and its importance for the company,
- Develop communication skills to respond effectively to customer expectations,
- Know how to manage difficult situations and conflicts with customers,
- Implement customer loyalty and satisfaction initiatives,
- Use tools and technologies to improve customer relationship management.
Target audience & prerequisites
Duration & Organization
The duration of the course varies according to the formula chosen:
- 6 hours of face-to-face or synchronous distance learning - "essential" formula,
- 12 hours of classroom training or synchronous distance learning - "classic" formula,
- 18 hours of face-to-face or synchronous distance learning - "in-depth" formula.
The course
DAY 1: Customer relationship fundamentals - 7 hours
Morning (3h30)
1.introduction to customer relationship management (CRM)
- Defining the importance of customer relations to a company's success,
- The evolution of CRM: from product to customer, from transactional to relationship marketing,
- Today's challenges: satisfaction, loyalty, customer experience.
2. Understanding customer expectations
- Define customer expectations and understand buying motivations,
- The importance of listening and personalization in customer relations,
- Techniques for gathering information on expectations (surveys, feedback),
- Practical exercise: identify the expectations of a typical customer in your industry.
3. Developing customer-oriented communication
- Adapt your approach to different customer profiles: B2B, B2C, key accounts, SMEs,
- Verbal and non-verbal communication techniques to build trust,
- Active listening techniques to better understand the customer,
- Practical exercise: simulating communication with a difficult customer, followed by a debriefing.
Afternoon (3h30)
4. Customer relationship personalization and segmentation
- The importance of segmentation in customer relations,
- Adapt your approach to the customer's profile and behavior,
- Practical exercise: building customer segments from an existing portfolio.
5. Proactive management of complaints and dissatisfaction
- Learn to identify and analyze the causes of dissatisfaction,
- Techniques for managing complaints and turning dissatisfaction into opportunity,
- How to react in the event of conflict with a customer: the importance of empathy and rapid resolution,
- Practical exercise: case study of a difficult claims situation.
6. Day's summary and personalized feedback
- A look back at the day's key concepts,
- Assessment of strengths and areas for improvement,
- Discussion of participants' experiences.
DAY 2: Optimizing customer relations and building loyalty - 7 hours
Morning (3h30)
1.customer loyalty and satisfaction strategy
- The difference between satisfaction and loyalty,
- Loyalty strategies: loyalty programs, exclusive benefits, customer relations,
- Importance of long-term customer relationships,
- Practical exercise: define a loyalty strategy adapted to a customer segment.
2. Customer experience: creating value with every interaction
- Define and optimize the customer journey: before, during and after the purchase,
- Customer experience as a competitive differentiator,
- Key moments in the customer journey (contact points) to enhance,
- Practical exercise: mapping and improving the customer journey for a specific case.
Afternoon (3h30)
3. Use of customer relationship management tools
- Introduction to GRC tools: objectives, features and benefits,
- How these tools help to track customer interactions, segment, automate and personalize,
- Use of customer data for targeted and effective marketing actions,
- Practical exercise: create a customer file and simulate a customer interaction using a CRM tool.
4. Handling difficult customers and crisis situations
- Recognize difficult customer types and understand their behaviors,
- Techniques for managing delicate situations: responding calmly, reframing, negotiating,
- How to transform a crisis situation into an opportunity to strengthen the relationship,
- Practical exercise: customer crisis management simulation, with feedback.
5. Post-sales follow-up and long-term relationship building
- The importance of post-sales follow-up to guarantee satisfaction,
- Techniques for maintaining a long-term relationship (newsletters, follow-up calls, invitations to events),
- Practical exercise: planning a personalized post-sales follow-up for a key customer.
6. Closing the course
- Assessment of skills acquired during training,
- Discussions on the next steps for implementing the lessons learned,
- Delivery of a practical guide to ongoing customer relationship management.
Target skills
The "Customer Relationship Management" course teaches you the skills you need to build lasting, effective customer relationships, using modern tools to optimize interaction and loyalty.
The main skills targeted are as follows
- Know how to listen, analyze and respond proactively to customer expectations,
- Develop a personalized approach adapted to different types of customer,
- Turning dissatisfaction into opportunity,
- Develop actions to maintain and develop customer relations,
- Use customer relationship management tools to improve follow-up and sales performance,
- Optimize the customer journey by identifying key points.
The course provides skills for analyzing, preventing and resolving conflicts in a variety of professional and personal contexts. It includes the construction of a personalized action plan.
Teaching resources, methods and supervision techniques
During the "Customer Relationship Management" training course, trainees are accompanied by an expert trainer. The trainer uses the following teaching aids and techniques:
- Course materials (practical guide),
- Digital tools (GRC tool demonstration),
- Theoretical input,
- Practical exercises,
- Role-playing situations,
- Concrete examples and case studies,
- Brainstorming,
- Continuous feedback.
Conditions for distance learning
There are several possible ways of organizing the event:
MEANS OF ORGANIZING FACE-TO-FACE TRAINING
You have a choice of training courses:
- On the premises of ORIENTACTION, based in Le Mans,
- On-site: the trainer trains at your company (travel costs
and accommodation calculated in the quote).
WAYS OF ORGANIZING DISTANCE LEARNING
- Training will be carried out via synchronous distance learning using the ZOOM tool,
- Links to ZOOM will be provided by the training center.
REMOTE PEDAGOGICAL AND TECHNICAL SUPPORT AND ASSISTANCE
Support and assistance are provided by the same trainer as the one delivering the training. This support and assistance is provided by e-mail or, in an emergency, by telephone. The trainer's contact details are provided at the start of the course. The trainer must reply within 48 hours. If the trainer cannot be reached within this time, please contact the person in charge of training, whose contact details are given in the welcome booklet.
Means for monitoring action implementation and results
During the training, you :
- Fill in a sign-in sheet.
On completion of the course, you will :
- Take a knowledge assessment quiz to evaluate the level of knowledge and skills acquired during the course,
- Complete a satisfaction questionnaire to assess the quality of the training (trainer's pedagogical skills, quality of teaching aids, etc.).
People with disabilities
Training is open to all, and all types of disability will be taken into account within the limits of the skills, human and material resources available for the training course. If ORIENTACTION does not have the material, technical and human resources to meet the needs of a disabled participant, the latter will be referred either to the ORIENTACTION group's disability advisor, or to a partner organization of the ORIENTACTION group.
Access procedures and deadlines
All requests for training are accompanied by a quotation specifying the cost (including VAT) of the training, as well as the dates on which it will take place. The estimate is sent in electronic format by e-mail. Once the estimate has been accepted and the training agreement signed, the training can begin. For information on how to postpone or cancel a training session, please refer to the terms and conditions available by clicking here: https://www.orientaction- groupe.com/cgv/
Price and financing of your service
- 600 euros (incl. VAT) for "essential training", i.e. 3 x 2 hours of training.
- 1,200 euros (incl. VAT) for "classic formula" training, i.e. 6X2h of training.
- 1,800 euros (inc. VAT) for "in-depth training", i.e. 9 x 2 hours of training.
Depending on the formula chosen, the program elements are more or less in-depth. The number of exercises on offer and the degree of personalization are greater in the classic and in-depth formulas.
Please contact us at info@orientaction.com for a quote.
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