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course | Client Management Strategies for Retention and Growth

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IT-1219 | Client Management Strategies for Retention and Growth

Course Sector : Information Technology

Duration
Date from
Date to Course Venue Course fees Book a course
5 Days2025-06-162025-06-20Dubai$4,250 Book now
5 Days2025-09-222025-09-26Barcelona$4,950 Book now
5 Days2025-12-292026-01-02Abu Dhabi$4,250 Book now

Course Introduction

In today's dynamic business landscape, establishing and maintaining strong relationships with clients is paramount for organizational success. This training program is meticulously designed to equip you with the knowledge, skills, and strategies necessary to excel in managing client relationships effectively.
 

Course objective

·      Understand the economic and reputational imperatives of advocating for client loyalty.
·      Delve into the psyche of clients to comprehend what drives their loyalty and how to leverage the status quo to deepen relationships.
·      Learn strategies for defining quality and value to enhance client satisfaction.
·      Explore the intricate dynamics between clients and organizations.
·      Learn market segmentation strategies to identify diverse client characteristics and expectations.
·      Discover techniques for crafting client personas to better understand consumer personalities.
·      Strengthen client relationships through effective account development tactics and compelling proposition building.
·      Learn to establish credibility and authority in your field by leveraging reciprocity, commitment, and consistency.
·      Understand the importance of social proof and likability in capturing attention and building rapport with clients.
·      Understand human communication dynamics and overcome barriers to effective communication.
·      Harness the power of emotion, metaphors, and storytelling to craft compelling messages.
·      Develop a coherent social media strategy and engage clients in meaningful digital dialogues.
·      Explore the concept of client relationship management (CRM) and its importance in achieving organizational sales and marketing targets.
·      Learn to develop a strong CRM vision and goals, choose the right CRM solution, and integrate information systems to facilitate communication with clients.
·      Learn strategies for measuring client satisfaction, developing feedback channels, and automating client service.
·      Develop performance indicators to measure client service in the organization and enhance the performance of the client service team.
·      Refine propositions, employ tools and techniques for continuous improvement, and develop problem-solving strategies for when things go awry.
·      
Encourage creativity and innovation, develop action plans, and recap key takeaways from segmentation and proposition building.


Course Outline | Day 01

Exploring Client Retention:
·      Advocating for Client Loyalty: The Economic and Reputational Imperatives.
·      Understanding Client Loyalty: Delving into the Customer's Psyche.
·      Leveraging "Status Quo": A Deep Dive into Client Psychology.
·      Defining Quality and Value: Strategies for Creation and Enhancement.
 
Understanding your clients:
·      Understanding the relationship between the client and the organization.
·      Strategies for Market Segmentation.
·      Analyze client characteristics and expectations.
·      Identify your Ideal Client.
·      Planning for Client Interactions.
·      Client journey planning strategies.
·      Creating Client Personas: Understanding Diverse Consumer Personalities.
·      Strengthening Client Relationships: Effective Account Development Tactics.
·      Crafting Unique Solutions: Building Compelling Propositions.
·      
Insights from Behavioral Economics: Understanding Consumer Behavior.

Course Outline | Day 02

Establishing Authority and Influence:
·      Leveraging Reciprocity, Commitment, and Consistency
·      Establishing Credibility: Becoming an Authority in Your Field
·      Harnessing Social Proof and Likability
·      Establishing Authority: The Importance and Methods
·      Capturing Attention: Strategies for Engaging Audiences
·      Fostering Rapport: Building Stronger Connections
 
Strategies for Effective Communication:
·      Understanding Human Communication Dynamics
·      Overcoming Communication Barriers
·      Harnessing Emotion, Metaphors, and Stories for Impact
·      Crafting Compelling Messages
·      Aligning Messages with Platforms: Developing a Social Media Strategy
·      Building Online Relationships: Engaging Clients in Digital Dialogues

Course Outline | Day 03

Effective Planning for CRM:
·      The concept of client relationship management (CRM).
·      The importance of CRM in promoting the organizations’ sales and marketing targets.
·      The difference between a traditional and holistic focus in CRM.
·      Overview: CRM tools and solutions.
·      CRM planning strategies.
·      Analyze the provided product/service (Best strategies and Practices)
·      Determine the strengths and weaknesses of the provided product/service.
·      
Business situation analysis.

 

Course Outline | Day 04

How to Implement CRM?
·      Creating a strong CRM vision and goals.
·      Develop the CRM Team.
·      Choose the right CRM Solution.
·      Identify Technology requirements.
·      Develop an integrated Information system to facilitate communication with clients.
·      Your guide to manage user security.
·      Identify risks.
·      Developing a client-focused culture.
·      Manage change to adopt CRM.
·      Develop the organization strategy for the CRM.
·      Double the added value.
·      How to manage Continuing requirements?
·      Define your mistakes when using CRM.
·      
Practical Application.

Course Outline | Day 05

Achieving Client satisfaction:
·      Measuring client satisfaction with the provided service.
·      Client satisfaction model.
·      Obstacles to obtaining client satisfaction.
·      Client desired value model.
·      Develop feedback channels.
·      Client service automation.
·      Develop performance indicators to measure client service in the organization.
·      Strategies to enhance the performance of the client service team.
 
Pursuing Continuous Improvement:
·      Refining Propositions: Strategies for Ongoing Development
·      Tools and Techniques for Continuous Improvement
·      Problem-solving Strategies for When Things Go Awry
·      Encouraging Creativity and Innovation
·      Developing Action Plans: Moving Forward with Purpose
·      Recap of Segmentation and Proposition Building: Key Takeaways
 
Action Plan:
At the end of the training, participants will be asked to develop a client management plan relating to the department/industry they belong. The presented should include the details such as the profile of target clients, the strategies to be implemented, and how to measure the effectiveness of the plan. This will be presented to the class for discussion.

Course Certificates
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BOOST’s Professional Attendance Certificate “BPAC”

BPAC is always given to the delegates after completing the training course,and depends on their attendance of the program at a rate of no less than 80%,besides their active participation and engagement during the program sessions.

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