Intelligent existing customer management

Exploit sales potential - increase customer loyalty

training
This training is held in German.
Nurturing and managing existing customer relationships are key factors in sales success. A great deal of money and energy goes into acquiring new customers to drive growth. These efforts are wasted if existing customers are not simultaneously retained and systematically nurtured. Intelligent management of existing customers and maximum customer satisfaction not only conserve the scarce resource of time, but also specifically secure future revenue. New in this training: Artificial intelligence and social media are no longer topics of the future—they are concrete tools in modern sales practice. In this training firsthand how AI personalizes customer communication and how you can use social media professionally without having to become an influencer.

Contents

The active role of internal sales within the sales strategy

  • Finding sales approaches in daily customer meetings.
  • Targeting cross-selling and upselling potential.
  • Use complaints to boost sales.
  • Systematically follow up offers.
  • Support sales campaigns/marketing activities.
  • Get recommendations from enthusiastic customers.
  • Prepare and generate financial statements independently.
  • Simply stay in touch and maintain relationships.

Effective customer analysis

  • Portfolio analysis: Supporting business development strategies.
  • Regular customer analysis and loyalty
  • Exceed your customers' expectations.
  • AI-Powered Customer Research: Live demo showing how to use AI to research relevant information about customers and their companies—quickly, in a structured way, and with everything you need to prepare for a conversation.

Customer loyalty instruments

  • Here's how to maintain regular contact with your customers.
  • Use of social media to create touchpoints.
  • Actively Using Social Media—Without Being an Influencer: A collaborative analysis of your profile during training: What are you already showcasing, and what’s missing? How can you position yourself as a knowledgeable expert without having to post every day? Practical strategies for a professional, authentic presence on LinkedIn.
  • AI for Personalized, Tailored Communication: Live in training How to Use AI to Tailor Written Customer Communications to the Specific Contact, Industry, and Occasion. Say Goodbye to One-Size-Fits-All Texts and Embrace True Personalization.
  • Telephone “customer visits” as part of a customer retention program.
  • Winning back lost customers: conducting comeback conversations with confidence.

Communication and personality as a success factor with customers

  • Reach different customers on a relationship level.
  • Benefit and solution orientation in sales.
  • Use sales approaches in daily customer meetings.
  • Sharpen and nurture your own “brand.”
  • Customer profiling for customized communication.
  • Referral marketing via the personal social media presence.
  • Analyzing Our Own Profiles Together: In training , we training at the participants’ real profiles. How can you make yourself visible without having to be constantly present?

Cooperation between field and office staff

  • The interaction in the selling team.
  • Being responsive to the customer.
  • Ensure the flow of information in the sales team.
  • This is how you organize success.

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.

Your benefit

In this training , you will learn how to create professional existing customer management through active internal sales and intelligent planning.

You learn and train how to ...

  • recognize and use the development potential of your customers with regard to cross-selling and upselling,
  • use the various customer analysis approaches and customer loyalty tools effectively for your success,
  • segment your customer base in a targeted manner, recognize churn potential in good time and actively secure these revenues for your company,
  • optimize your conversation skills for even more confidence in customer contact,
  • touchpoints in an efficient way,
  • contribute to optimizing cooperation with the sales force and (key) account management.
  • uses AI strategically to personalize customer communications and better understand customers,
  • Uses social media professionally in day-to-day sales—maintaining a strong presence and achieving results without having to go to the trouble of managing an influencer.

trainers

Methods

Instructor-led sessions, working through participants’ own real-world cases, case studies and best-practice examples, individual and group work, conversation training based on real-world examples, feedback, discussion, sharing of experiences, resources, checklists. Live demos using AI, collaborative analysis and optimization of social media profiles, hands-on exercises in personalized customer communication.

Recommended for

Employees from internal sales, customer service, inside sales, sales persons in the field as well as employees from the assistant and secretariat of the managing director responsible for sales or sales manager, self-employed persons, project manager.

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

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What you can expect from the "Intelligent existing customer management" training
What you can expect from the "Intelligent existing customer management" training
On-site training together
Booking number
2575
€ 1.540,- plus VAT
2 days
in Berlin
on April 12, 2027
German
In-person trainings
Joint online training
Booking number
32398
€ 1.540,- plus VAT
2 days
Online
2 Events
German
Live online events
Train several employees
Price upon request
2 days
In-person or Online
Appointment scheduled on an individual basis
  • Customized training courses
  • Direct application in practice
  • Efficient use of time and resources
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Further recommendations for "Intelligent existing customer management"

Ratings and feedback from our participants

4.7
199 Ratings
training content:
4.5
Content comprehensibility:
4.8
Practical relevance:
4.2
Trainer expertise:
4.9
Participant orientation:
4.8
Method variety:
4.7
CW
Charlotte Wüster
Confirmed participation
Electrostar GmbH
The trainer was great! I particularly liked the very appealing documents and the very good structure.
SO
Stephanie Ott
Confirmed participation
Profol Greiz GmbH
I particularly liked the strong practical relevance and the many examples.

Start dates and details

  Select time period
0 events
01.03.2027
Live-Online
Booking number: 32398
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Course
Technical notes
We use various software to conduct our online events.
Days & Times
2 days
Limited number of participants

Monday, 01.03.2027

09:00 am - 5:00 pm

Tuesday, 02.03.2027

09:00 am - 5:00 pm

12.04.2027
Berlin
Booking number: 2575
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Venue
Arrival via Deutsche Bahn
Travel at reduced rates by booking via the learning environment.
Days & Times
2 days
Limited number of participants

Monday, April 12, 2027

09:00 am - 5:00 pm

Tuesday, April 13, 2027

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. You will find a reservation form for hotel bookings in your learning environment.
13.09.2027
Live-Online
Booking number: 32398
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Course
Technical notes
We use various software to conduct our online events.
Days & Times
2 days
Limited number of participants

Monday, September 13, 2027

09:00 am - 5:00 pm

Tuesday, September 14, 2027

09:00 am - 5:00 pm

Sufficient places are still free.
Don't wait too long to book.
Fully booked.
Booking number: 2575
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Plan course
2 days
Limited number of participants
Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. You will find a reservation form for hotel bookings in your learning environment.
Booking number: 32398
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Plan course
2 days
Limited number of participants
Book later
You are welcome to make a non-binding advance reservation.
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