Customer service with CRM and sales management

The course first covers strategic, analytical and operational customer relationship management for competent customer support, retention and acquisition, as well as an insight into CRM software for the professional handling of customer databases. Furthermore, the course provides comprehensive knowledge in the field of sales, from the role of markets and customers to digital sales strategies and processes to topics that specifically cover sales management, such as personal development and employee management. The use of artificial intelligence in the workplace is also covered.
  • Certificates: Certificate "Customer service with CRM"
    Sales management" 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

Basics & Strategic CRM (approx. 2 days)

CRM as a strategic corporate function

Companyblueprint: company processes

CRM vs. pure software solution


Business models & 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 & individual relationships (approx. 1 day)

Definition of the customer world

Customer journey, customer experience

Customer needs-demands-motives


ERP & operational CRM (approx. 1 day)

Resource planning and business contexts

CRM in the value chain

Synergy between sales, marketing & service


Data protection & GDPR (approx. 1 day)

Data protection

GDPR in marketing

DSGVO 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

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 & Customer Satisfaction (approx. 2 days)

Customer Relationship Cycle

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


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

Account-Based Marketing (ABM)

Strategic acquisition processes

Loyalty programs

Increase 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

Sales management

Strategy and digital marketing (approx. 3 days)

Foundation for sustainable sales management

Market analysis and trends: agile markets, digitalization and USP development

Customer centricity: customer orientation, customer journey and loyalty

Channels and lead management: multichannel, omnichannel and lead generation

Marketing-sales alignment: optimized cooperation


Artificial intelligence (AI) in the work process

AI in sales: strategic potential and implementation

Presentation of specific AI technologies

and possible applications in the professional environment


Sales performance and organization (approx. 4 days)

Efficient management and structuring of sales

Sales strategy 4.0: adapting to digital requirements

Organization and processes: Efficient structures and interface management

Territory and partner management: Planning and developing territories and networks

Controlling and KPIs: Data-based management and forecasting

CRM strategy: customer relationship management for loyalty


Leadership and psychology in sales (approx. 5 days)

Core competencies for empathic leadership and team dynamics

Leadership role and change: transformation, expectations and authentic leadership

Emotional leadership: sales psychology, motivation and listening


Employee development and promotion: individual needs, challenges and potential (approx. 2 days)

Leadership models: concepts for loyal teams and corporate culture

Team dynamics and conflicts: dealing with low performers, crisis management

Leading at a distance: remote leadership


Personnel, negotiation and law (approx. 3 days)

Skills for recruitment, contracts and legal security

Recruiting and development: employee selection, onboarding and talent development

Consulting and sales: solution selling, needs analysis and value argumentation

Negotiation and closing: advanced strategies and techniques

Presentation and communication: Confident appearance as a manager

Sales law: drafting contracts, GDPR and compliance


Project work (approx. 3 days)

To deepen the content learned

Presentation of the 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 also know the markets and can assess customers well. You know the right sales strategy for companies, can develop it and implement it successfully with the right measures in the operational business. You will also define key performance indicators and coach your team based on these indicators.

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.

The course is also aimed at employees and prospective managers from all areas who would like to work in sales management in the future.

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 qualify for a career in sales or distribution and therefore for positions in any company with a sales department.

Your meaningful certificate provides a detailed insight into the qualifications you have acquired and improves your career prospects.

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.