Customer service with CRM and digital communication

The course teaches strategic, analytical and operational customer relationship management for competent customer care, retention and acquisition and provides an insight into CRM software. Furthermore, conversation techniques and common digital communication tools for confident and solution-oriented communication are covered, including the professional handling of complaints.
  • Certificates: Certificate "Customer service with CRM"
    Digital Communication" certificate
  • Examination: Praxisbezogene Projektarbeiten mit Abschlusspräsentationen
  • Teaching Times: Full-time
    Monday to Friday from 8:30 a.m. to 3:35 p.m. (in weeks with public holidays from 8:30 a.m. to 5:10 p.m.)
  • Language of Instruction: German
  • Duration: 8 Weeks

Customer service with CRM

Fundamentals and strategic CRM (approx. 2 days)

CRM as a strategic corporate function

Companyblueprint: company processes

CRM vs. pure software solution


Business models and target group analysis (approx. 1 day)

Business models in the CRM environment

Market and target group definition

Personas for a differentiated customer approach

Sales channels in strategic CRM


Customer worlds and individual relationships (approx. 1 day)

Definition of the customer world

Customer journey, customer experience

Customer needs-demands-motives


ERP and operational CRM (approx. 1 day)

Resource planning and business contexts

CRM in the value chain

Synergy between sales, marketing & service


Data protection and GDPR (approx. 1 day)

Data protection

GDPR in marketing and practical cases


CRM software systems (approx. 2 days)

Introduction to CRM systems

Implementation of software

Mapping processes, automating workflows


Artificial intelligence (AI) in CRM (approx. 1 day)

Presentation of specific AI technologies

Predictive analytics and sentiment analytics

AI humanizers for customer loyalty


Analytical CRM (approx. 2 days)

KPIs for measuring success

Data mining, OLAP

SWOT analysis in CRM

Drill-down analysis


Customer Relationship Cycle and Customer Satisfaction (approx. 2 days)

Customer Relationship Cycle

Satisfaction management: NPS, CSAT, KANO and parameters for optimization


Customer acquisition, customer loyalty and increasing profitability (approx. 2 days)

Account-Based Marketing (ABM)

Strategic acquisition processes

Loyalty programs

Increasing profitability


Customer communication as a relationship guarantor (approx. 2 days)

Conversational skills and empathy in customer contact

Psychology of customer relationships

De-escalation techniques for critical customer moments

How authentic communication creates long-term relationships


Project work (approx. 3 days)

To consolidate the content learned

Presentation of the project results

Digital communication

Basics (approx. 2 days)

What is "digital communication"?

Differentiation from analog communication

Communication channels (e-mail, chat, social media)

Advantages and disadvantages of digital communication (always on, data integration, internationalization, interactivity)

Digital rhetoric and netiquette


Legal foundations and AI (approx. 1.5 days)

Media and copyright law

Data protection (GDPR) and data security

Basics of secure digital communication (e.g. encryption)

Using AI correctly in everyday working life


Media competence (approx. 1 day)

How algorithms work

Recognizing fake news

Confirmation bias

Prompt engineering

Dealing critically with AI-generated content


Corporate communication (approx. 2 days)

Networked working environments/collaborative working

New work and digital collaboration

Corporate communication

Digital corporate models and tools

Digital change in the corporate culture

Social networks

Social intranet

Video conferencing


Customer communication (approx. 2.5 days)

Importance and structure of e-commerce

Customer experience (CX)

Medium selection in digital customer contact

Communication requirements at the customer touchpoint

Definition and implementation of conversation goals

Active and solution-oriented conversation management

Chatbots

AI in customer contact


E-mails in the digital age (approx. 1 day)

Customer-oriented e-mail design

Professional formulations

Choosing the right font style

Use of text modules

Spam filter

AI-supported optimization of emails


Video conferences and telephone calls (approx. 2 days)

Preparation of online meetings

Methods and tools for successful

online meetings

Typical pitfalls in online calls

Technical and organizational framework conditions

Effect of body language and voice in front of the camera

Active listening and controlling the conversation

Radiating confidence and competence

Invitation, preparation and follow-up (taking minutes)


Conflict management (approx. 1 day)

Causes of conflicts

Conflict models

Obstacles to communication

Stages of conflict management

Roles within conflict management

Shitstorms and trolls


Project work (approx. 2 days)

To consolidate the content learned

Presentation of the project results


Complaints management


Introduction to complaint management (approx. 1 day)

Complaints as an opportunity for the company

Causes and types of complaints

Understanding customer behavior

Complaint management systems

Complaints in digital channels (e.g. reviews, social media)


Psychology of the complaint (approx. 1 day)

Recognizing behavioural tendencies
Customer needs and expectations
Relationship levels
Dealing with different types of customers


Reaction to complaints (approx. 0.5 days)

Initial reaction: timing and tonality

Analysis of complaints

Key factors


Complaints handling (approx. 1 day)

Guidelines for the professional handling of complaints and grievances

Procedure of a complaint discussion

Use of AI to support the handling of complaints


De-escalation (approx. 0.5 days)

De-escalation strategies and dealing with difficult customers

Maintaining a professional attitude and setting boundaries


Project work (approx. 1 day)

To consolidate the content learned

Presentation of the project results



Changes are possible, the course content is updated regularly.

After the course, you will have a holistic understanding of CRM. You will be able to analyze and optimize customer relationships.

You will also acquire comprehensive skills in digital communication and use various communication channels in a targeted and customer-oriented manner. You will conduct conversations confidently, in a solution-oriented manner and in a way that is appropriate for the target audience - even in challenging situations. You will also be able to handle complaints professionally, apply de-escalation strategies and contribute to increasing customer satisfaction.

This course is aimed at employees from marketing, sales and quality management, as well as managing directors, product managers, key account managers and start-ups.

This course is also aimed at anyone whose daily work involves contact with customers or whose area of responsibility involves external communication.

Customer satisfaction is often a decisive factor for the success of a company. With well-founded qualifications in sales and CRM, you will have skills relevant to the job market for almost all industries. After the course, you will be able to take on responsible tasks in customer service.

You will also acquire skills in dealing directly with customers.

Didactic concept

Your lecturers are highly qualified both professionally and didactically and will teach you from the first to the last day (no self-study system).

You will learn in effective small groups. The courses usually consist of 6 to 25 participants. The general lessons are supplemented by numerous practical exercises in all course modules. The practice phase is an important part of the course, as it is during this time that you process what you have just learned and gain confidence and routine in its application. The final section of the course involves a project, a case study or a final exam.

 

Virtual classroom alfaview®

Lessons take place using modern alfaview® video technology - either from the comfort of your own home or at our premises at Bildungszentrum. The entire course can see each other face-to-face via alfaview®, communicate with each other in lip-sync voice quality and work on joint projects. Of course, you can also see and talk to your connected trainers live at any time and you will be taught by your lecturers in real time for the entire duration of the course. The lessons are not e-learning, but real live face-to-face lessons via video technology.

 

The courses at alfatraining are funded by Agentur für Arbeit and are certified in accordance with the AZAV approval regulation. When submitting a Bildungsgutscheinor Aktivierungs- und Vermittlungsgutschein, the entire course costs are usually covered by your funding body.
Funding is also possible via Europäischen Sozialfonds (ESF), Deutsche Rentenversicherung (DRV) or regional funding programs. As a regular soldier, you have the option of attending further training courses via Berufsförderungsdienst (BFD). Companies can also have their employees qualified via funding from Agentur für Arbeit (Qualifizierungschancengesetz).

We will gladly advise you free of charge.

0800 3456-500 Mon. - Fri. from 8 am to 5 pm
free of charge from all German networks.

Contact

We will gladly advise you free of charge. 0800 3456-500 Mon. - Fri. from 8 am to 5 pm free of charge from all German networks.