Sales and customer manager

You will first learn successful sales and service strategies as well as professional customer handling. You will also be introduced to strategic, analytical and operational customer relationship management for competent customer support, retention and acquisition, including insights into CRM software. Finally, the course teaches Conversation techniques and the confident use of common digital communication tools and complaints for confident and solution-oriented customer communication. An insight into the use of artificial intelligence in the workplace rounds off the course.
  • Certificates: Certificate "Sales and customer manager"
  • Additional Certificates: Certificate "Digital sales and distribution management"
    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: 12 Weeks

Digital distribution and sales management

Digital market strategies & AI (approx. 5 days)

Fundamentals and future fields in digital sales

Market analysis & competition: market positioning (USP), SWOT and buyer behavior

Target groups & persona

Customer centricity: customer orientation as a basis and customer journey map

Sales strategies & channels: Digital sales channels, e-business factors, digital products


Artificial intelligence (AI) in the work process

Presentation of specific AI technologies

Lead & sales funnel management: digital lead generation and qualification


Successful selling & customer relationships (approx. 5 days)

Practical skills for the digital sales process

Understanding and planning relationships

Sales psychology: customer needs and requirements analysis and buying motives


New customer acquisition and acquisition - existing customer care: digital strategies and key account management (approx. 3 days)

Sales talks: structure and special features, presentation and argumentation

Benefit argumentation

Enthusiasm characteristics

Conducting negotiations: principles, phases and price negotiations

Closing the sale & follow-up: techniques for closing and follow-up

Customer experience (CX) & complaint management: direct customer contact and dealing with feedback

CRM systems: use for customer management and care


Sales controlling & law (approx. 4 days)

Digital and analog performance measurement and legal protection in sales

Sales controlling: objectives, tasks and instruments of sales controlling

Competition, trademark and commercial agency law

Drafting contracts: general terms and conditions (GTC) and relevant contractual elements

EU product safety regulation: General Product Safety Regulation (GPSR)


Project work (approx. 3 days)

To consolidate the content learned

Presentation of the project results

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

Digital communication

Basics (approx. 2 days)

What is "digital communication"?

Differentiation from analog communication

Mixed forms

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

What is digital rhetoric?

Text-based, audio-visual and multimedia communication channels and hybrid forms (e-mail, instant messaging, podcasts, etc.)


Legal basics (approx. 1 day)

Media and copyright law

Data protection (DSGVO) and data security

Encryption of data


Artificial intelligence (AI) in the work process

Presentation of specific AI technologies

and possible applications in the professional environment


Media competence (approx. 1 day)

keywords

algorithms

Recognizing fake news

Confirmation bias

Prompt engineering


Corporate communication (approx. 2 days)

Networked working environments/collaborative working

New Work

Corporate Communication

New, digital corporate models and tools

Digital change in the corporate culture

Social networks

Social intranet

Video conferencing


Customer communication (approx. 2 days)

Meaning and structure of e-commerce

Customer experience (CX)

Medium selection for written customer contact based on customer needs

Communication requirements at the customer touchpoint

Definition and implementation of conversation goals

Successful and active conversation management

Solution-oriented conversation

Saying goodbye at the end of the conversation

Chatbots


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

The customer-oriented e-mail

Formulations

Choosing the right writing style

Quick blocks

Spam filter


Video conferences and telephone calls (approx. 3 days)

Preparation for online meetings

Methods and tools for successful

online meetings

Procedures and pitfalls in online calls

Technical framework conditions

The importance of body language, influence of voice, choice of language, facial expressions and gestures

Perception of breathing, voice pitch, articulation and posture as well as personal perception

Active listening

Radiating confidence and competence

Service-oriented greeting, successful and active conversation skills

Invitation, preparation and follow-up (taking minutes)


Conflict management (approx. 1 day)

Causes of a conflict

Conflict models

Obstacles to communication

Stages of conflict management

Roles within conflict management

Shitstorm

Dealing with 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 opportunities for the company

Causes and types of complaints

Understanding customer behavior

Complaint management systems


Psychology of the complaint (approx. 1 day)

Iceberg theory

Relationship levels

Needs pyramid according to Maslow


Reaction to complaints (approx. 0.5 days)

Interpreting complaints and wishes

Tone and voice pitch

Key factors


Processing of complaints (approx. 1 day)

Basic rules for complaints

Processing written complaints

Procedure of a complaint discussion


De-escalation strategies (approx. 0.5 days)


Project work (approx. 1 day)

To consolidate the content learned

Presentation of the project results



Changes are possible. The course content is updated regularly.

You know sales strategies, can apply them in customer meetings and are familiar with sales law and the maintenance of customer data. You will also gain a holistic understanding of CRM and be able to analyze and optimize customer relationships. As the course progresses, you will also gain confidence in customer communication - both in face-to-face meetings and in correspondence using traditional and modern means of communication and, above all, on the telephone. You will also master essential conversation techniques to conduct successful sales talks and respond appropriately to customer requests and complaints.

This course is aimed at anyone whose daily work involves contact with customers.

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.

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.