Customer Relationship Management (CRM) Toolkit

Learn how to business can exist without customers/clients. If a business/organization fair poorly managing their customers and tracking their satisfaction level through effective communication and record keeping,
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About the Product

What will learn in this product?

No business can exist without customers/clients. If a business/organization fair poorly managing their customers and tracking their satisfaction level through effective communication and record-keeping, they will in no time be out of business. The ability to manage your customers in order to enhance new customers acquisition and retention forms the basis of effective customer relationships management which greatly affects the success of any business endeavor.

A great way to jack up the sales of your company is by making your communications more efficient with your current and potential customers. One of the most important features of these templates is that it helps to keep track of communications with your customers by following up on contracts, updating the status of leads, tracking sales, and scheduling future communications with new customers so you can convert them into regular clients.

The templates highlight concepts for improvement on customer services including:

  1. Value-added flow analysis
  2. Voice of the customer (VOC) tree diagram
  3. Voice of the customer translation matrix
  4. COPQ calculator in CRM

These customizable excel templates incorporate each of the following:

  1. Demographics
  2. Estimated sales
  3. Last contact
  4. Next contact
  5. Notes VoiAAA
  6. Sales log
  7. Contact log
  8. Complaint register etc.

Requirements

There are no additional requirements.

Author

Adebayo Bamidele Olanrewaju

Techpreneur & Management Consultant
I'm the founder of Profadev Technologies (a platform for professionals, entrepreneurs & business owners, consisting of learning resources on careers, business growth & personal development) and Olanab Consults (a platform consisting of world-class tools & learning resources on continuous improvement, digital manufacturing & process excellence...

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What's Included

File Size: 191K
Language: English
Level: All levels
Skills: Customer Relationship Management (CRM), Voice of the Costumer, Value Added Flow
Age groups: All ages

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