This Course: Technological Tools for Customer Relationship Management It will enable you to play a key role in customer relationship management by allowing companies to organise, analyse y optimise its relations with the customers. The choice of specific technological tools will depend on your business’s needs and your customer management strategy. The effective integration of these tools can help businesses optimise their operations, improve customer satisfaction and boost sales.
Technological Tools for Customer Relationship Management
Introduction
Objectives
-
Planning and managing commercial activities with clients, using technological tools that optimise processes relating to client management, monitoring and loyalty, and facilitate the effective achievement of defined commercial objectives.
-
To understand how sales and marketing activities are carried out.
Table of Contents
TEACHING UNIT 1. PLANNING AND ORGANISING SALES ACTIVITIES
- Commercial Planning.
- Set the business objectives.
- Market Analysis.
- Sales Forecasting Methods.
- Customer segmentation.
- Allocation of resources.
- Commercial Action Plan. Initial proposals.
- Development of the Commercial Action Plan.
- Sources of customer acquisition.
- Sales Pitches.
- Preparing for the sales visit.
- Tools for monitoring and measuring sales planning.
TEACHING UNIT 2. SALES MANAGEMENT PROCESS
- Presenting benefits: Introduction. Sales pitches. Sales arguments and the sales process.
- Reconfiguration: Introduction. Objections.
- Formalising the relationship: The closing. The closing process. Requirements for an effective closing.
- Customer service: Recognise. Take responsibility. Inform. Communicate. Take action. Resolve.
TEACHING UNIT 3. CRM AS A TOOL FOR MANAGEMENT AND CUSTOMER LOYALTY
- What is a CRM?.
- Benefits for the company.
- Applications. When and for what purpose is it used?.
- Relationship Marketing and CRM.
- Relationship Marketing Tools.
- Objectives of Relationship Marketing and CRM Solutions.
- CRM and customer loyalty.
- CRM and increased sales.
- CRM and the quality of customer service.
TEACHING UNIT 4. INNOVATIVE CUSTOMER-CENTRED SALES AND MARKETING STRATEGIES
- Analysis and assessment of the client portfolio. Identifying opportunities.
- Databases and information retrieval systems.
- The process of providing business advice to clients.
- Meeting customers’ needs.
- Increase the value of existing customers.
- Cross-selling.
- Benefits of cross-selling.
- How to approach cross-selling.
TEACHING UNIT 5. CUSTOMER LOYALTY
- The concept of customer loyalty.
- Loyalty schemes.
- Benefits of customer loyalty.
- Customer engagement.
- Factors influencing customer loyalty.
TEACHING UNIT 6. COMMERCIAL PROACTIVITY AS A STRATEGY FOR CUSTOMER MANAGEMENT AND LOYALTY
- The importance of being proactive.
- Perseverance.
- Customer focus.
- The image we project to the customer.
- Resource planning and optimisation.
- 10 Tips for Being Proactive.
- Customer satisfaction.
TEACHING UNIT 7. DEFINING STRATEGIES AND APPLYING WEB 2.0 TOURISM MANAGEMENT
- The website ‘Tools and Applications in Business Relationships with Customers’.
- Business applications of social media in business management.
- Commercial applications of blogs, microblogging, forums and wikis.
- Commercial applications of video and photography platforms.
- Content syndication and podcasting.
- Benefits of search engine optimisation.
- Planning of initiatives and campaigns.
Your questions answered
Why choose Educa.Pro?
Educa.Pro enables organisations to centralise training management, personalise learning and gain clear insights into the impact of training programmes. Thanks to its AI-powered technology, organisations can optimise their learning strategies, enhance talent development and make data-driven decisions.
Can the courses be taken at your own pace?
Yes. Most of the courses on Educa.Pro are self-paced and on-demand, allowing users to progress at their own pace without missing out on progress tracking or assessments, which makes it easier to fit them around work or study commitments.
What levels of security and compliance does the platform offer?
Educa.Pro complies with security standards designed to protect user and organisational data. Furthermore, it supports the traceability of certifications, digital signatures and the management of assessments, thereby ensuring regulatory and legal compliance in both educational and corporate environments.
What support and guidance does Educa.Pro offer?
The Educa.Pro team offers comprehensive support throughout implementation, roll-out and adoption, ensuring that organisations get the most out of the platform and achieve measurable results from day one.