customer relationship management meeting

Customer Relationship
Management Training

Customer Relationship Management Training

Learn how to build loyal and profitable customers

Improve The Effectiveness
Of Your CRM


You want to be perceived as a business partner rather than just a supplier.

How can you make this transition?

The way that you manage your customer relationships before, during and after the sale will make all the difference.

This 1 or 2 day workshop will provide you and your sales teams with the skills, knowledge and approach to ensure that they are the ones that are looking after your customers instead of the competition.

Below is some indicative content.

We can tailor this based on your requirements, adding any topics or areas in that you need.

Indicative Content

What Does It Take To Succeed?

  • What does customer relationship management actually mean?
  • The differences between selling and relationship management
  • What’s your role as a relationship manager?
  • The skills, knowledge and behaviours you need to be successful

Building The Relationship

  • Evaluate ways in which to secure customer loyalty
  • Research areas where you can build and add value to your customers offering
  • ‘Deep link’ services with the customer making it harder for competitors to drive you out
  • Develop ongoing activities that make you the number 1 choice
From Supplier To Partner

  • Understanding the transition from supplier to partner status
  • The Trusted Advisor – how to add value over and above what you offer
  • Managing the “in-between time” – how to stay in contact without bugging your contacts
  • How to create allies across the company to embed yourself into the organisation

Managing The Relationship

  • Account mapping – how to create the structure of each account (decision makers, influencers)
  • Understanding your customers’ needs and business objectives
  • How to structure and run an account review meeting
  • How to introduce cross-selling and up-selling opportunities into the mix
  • Influencing multi-level contacts of an account

Action Planning

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CPD Certificate

All of our in-house, bespoke sales training courses and programmes are CPD Certified.

Each of your sales people will receive a CPD Certificate for your specific course/programme.

CPD logo


Here are a selection of our clients that we have delivered sales training for

Logo list of our clients who have used us for customer relationship management training courses

Learn what our credentials
are for in-house
sales training and
understand the process

Make An Enquiry

If you've got any requirements in mind please call us on 0333 320 2883 or complete our enquiry form below and we will get back to you with some options.