Contact Manager and CRM Training Course
Table Of Contents
Good customer relationships are at the heart of every successful business. This course helps you make the most of Khaos Control's Customer Relationship Management (CRM) tools, enabling you to record customer interactions, manage tasks efficiently and maintain a complete history of communications.
By the end of the course, you'll be able to organise customer and supplier interactions more effectively, helping your team deliver a consistent and professional service that keeps customers coming back.
Course Overview
The Customer Relationship Management (CRM) area of Khaos Control allows you to record, manage and track communication with customers and suppliers while maintaining a full audit trail.
This one-day course covers the key CRM features available in Khaos Control, including communication logging, task management, appointments, reminders, comments and complaints.
You'll learn practical techniques for managing customer relationships and ensuring important actions are followed up at the right time.
Location
Training can be delivered:
- At our offices in Grantham.
- On-site at your premises.
NoteIf training is being delivered at your premises, please ensure the environment is suitable for learning and allows attendees to participate without interruption.
Duration
1 Day
Prerequisites
Before attending this course, you should have:
- A basic understanding of sales orders.
- Familiarity with customer records and customer screens within Khaos Control.
Topics Covered
CRM Setup
- Setting up options used within the CRM area.
Contact Management
- Maintaining customer and supplier contact records.
- Managing contact information effectively.
Appointments and Actions
- Creating appointments.
- Scheduling actions and follow-up activities.
- Managing reminders and diary entries.
Task Management
- Creating tasks.
- Updating and monitoring task progress.
- Using tasks to track customer activity and follow-up work.
Communication Log
Learn how to record and manage communications from:
- Sales Orders
- Customer screens
- Tasks
- CRM Manager
You'll also learn how to:
- Manage Communication Log entries.
- Review communication history.
- Maintain a clear audit trail of customer interactions.
Comments and Complaints
- Recording customer comments.
- Logging and managing customer complaints.
- Reporting on comments and complaints.
- Tracking resolutions and outcomes.
Notes Management
- Creating default notes.
- Adding customer-specific notes.
- Adding notes against Sales Orders.
- Managing and maintaining important customer information.
Who Should Attend?
This course is ideal for users who:
- Manage customer relationships.
- Handle customer service enquiries.
- Process sales orders.
- Need to track customer communications and follow-up activities.
- Want to improve visibility of customer interactions across their organisation.
Benefits of Attending
After completing the course, you'll be able to:
- Maintain accurate customer communication records.
- Use CRM features more effectively.
- Improve follow-up and task management.
- Record and track customer feedback and complaints.
- Build a more complete history of customer interactions.
- Deliver a more consistent customer experience.
Further Information
If you are interested in the Contact Manager and CRM Training Course, please email the Training Team for further information.