Course Syllabus
Introduction to Customer Relationship Management
   Introduction to Customer Relationship Management
     What Is Customer Relationship Management (CRM)?
     What Is the Difference Between Good and Great Customer Service?
     Exercise 1
     Effective Ways for Turning Poor Service into Good Service
     Effective Ways for Turning Good Service into Great Service
     Exercise 2
   Understanding the Document Imaging Services Segment
     Customer Reliance on Imaging Systems and Equipment
     Customer Reliance on Imaging Systems Service and Support
     Understanding Customer Needs, Requirements and Expectations for Service
     Understanding Your Role in Supporting the Customer
     Exercise 3
Supporting the Customer
   Setting the Stage for the Customer Experience
     Knowing Your Customer - How Do You Do That?
     Listen, Observe, Think, Speak
     Identifying the Differences Between Customers’ Wants and Needs
     Exercise 4
     Delivering What Will Make Your Customers Happy
     Preparing Yourself for the Customer Site Visit
     What the Customer Will Expect to Gain from Your Visit
     Exercise 5
   Going Beyond Merely Break/Fix Repair
     Understanding the Customer’s Need for Basic Product Service and Support
     Understanding the Customer’s Need for Value-Added Service and Support
     Matching Your Services to the Customer’s Total Needs
     Knowing When It’s Time to Fix - and When It’s Time to Replace
   Dealing with Problems and Problem Customers
     Distinguishing Between a Customer Problem and a Problem Customer
     Understanding the Fine Line Between a Bad Call and a Good Call
     Dealing with an Irate Customer
     Making Unhappy Customers Happy
     Making Happy Customers Even Happier
     Exercise 6
Representing the Company to the Customer
   How to Best Represent Your Company at the Customer Site
     Serving as an Ambassador of the Manufacturer and Your Company
     Promoting Your Company’s Portfolio of Products and Services
     Promoting Your Company’s Service and Support Capabilities
     Serving as the Principal Channel Between Your Company and the Customer
     Exercise 7
   Acting as a Sales and Marketing Arm for the Company
     Knowing When to Cross-Sell Products and Services
     Determining What Will Best Meet the Customer's Needs
     Knowing What Is Available for Sale
     Recognizing Buying Signals
     Knowing What and How to Upsell
     How to Sell Maintenance Agreements and Professional Services
     Exercise 8
Communications with the Customer and the Company
   Keeping the Customer Informed
     Communications Before, During, and After the On-Site Visit
     Serving as a Communication Link to All Other Areas of the Business
     Meeting All of Your Customers’ Communications Needs
     Exercise 9
   Communicating with Company Management
     What Information the Company Would Like to Receive from You
     What Information Your Customers Would Like to Receive from You
     Becoming an Information Channel to Your Customers
     Sharing Suggestions and Recommendations with Customers
Field and Territory Management
   Field and Territory Management
     Understanding and Managing Your Installed Base of Systems and Equipment
     Leveraging Your First-hand Knowledge of the Territory You Support
     Knowing Your Routes - The Importance of Route Management
     Managing Customer Call-backs and Follow-ups
   Using Internal Company Data to Improve Your Performance
     Knowing What Company Data Is Available and How to Use It
     Measuring and Improving Your Own Performance
   Using Outside Materials to Improve Your Performance
     Knowing What Outside Materials Are Available and How to Use Them
     Keeping Current on What Is Available to Support Your Customers
     Exercise 10
Moving from Customer Satisfaction to Customer Loyalty and Retention
   Transforming Customer Satisfaction into Customer Loyalty
     Identifying What Makes a Customer Unhappy
     Converting a Dissatisfied Customer into a Satisfied One
     Converting a Satisfied Customer into a Loyal One
   How to Get Customers to Completely Depend on You
     Fixing Both the Equipment and the Customer
     Becoming a Customer Advocate
     Service Over and Above the Call of Duty
     Exercise 11
   Measuring Your Ultimate Success in Supporting Customers
     Defining Best-in-Class Customer Service and Support
     Delivering Best-in-Class Customer Service and Support
     Distinguishing Best-in-Class Service from Average Service
     Successfully Managing Your Customer Relationships
     Evaluating Your Own Customer Service and Support Performance
     Establishing a Partnership with Your Customers