Intelligent existing customer management

Exploit sales potential - increase customer loyalty

This training is held in German.
Maintaining and managing existing customer relationships are key factors for sales success. A lot of money and energy goes into acquiring new customers in order to generate growth. These efforts come to nothing if existing customers are not retained and systematically developed at the same time. Intelligent management of existing customers and maximum customer satisfaction not only save the scarce resource of time, they also secure future earnings in a targeted manner.

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 the expectations of your customers.

Customer loyalty instruments

  • This way you ensure regular customer contacts.
  • Use of social media to create touchpoints.
  • Telephone "customer visits" as part of customer retention.
  • 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 maintain your own 'brand'.
  • Customer profiling for customized communication.
  • Referral marketing via the personal social media presence.

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.
  • How to organize success.

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this qualification measure after 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 will learn and train how to

  • recognize and exploit the development potential of your customers with regard to cross-selling and upselling,
  • use the various customer analysis approaches and customer retention 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,
  • Create touchpoints efficiently,
  • help to optimize cooperation with the sales force and (key) account management.

trainers

Methods

Trainer input, processing of own practical cases, case and best practice examples, individual and group work, discussion training based on practical examples, feedback, discussion, exchange of experience, work aids, checklists.

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.

Read more

Further recommendations for "Intelligent existing customer management"

Attendees comments

"I particularly liked the strong practical relevance and the many examples."

Stephanie Ott
Profol Greiz GmbH

"The trainer was great! I particularly liked the very appealing documents and the very good structure."

Charlotte Wüster
Electrostar GmbH

Seminar evaluation for "Intelligent existing customer management"

4.7 from 5
with 181 reviews
training content:
4.5
Content comprehensibility:
4.8
Practical relevance:
4.2
Trainer expertise:
4.9
Participant orientation:
4.8
Method variety:
4.7
On-site training together
Booking number
2575
€ 1.540,- plus VAT
2 days
in 4 locations
4 Events
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 internally
Pricing upon request
  • Customized training courses according to your needs
  • Directly at your premises or online
  • Cost advantage from 5 participants
  • We contact you within 24 hours (Mon-Fri)
2 days
In-person or Online

Start dates and details

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0 events
18.09.2025
Frankfurt a. M./Eschborn
Booking number: 2575
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Venue
Best Western Plus iO Hotel
Best Western Plus iO Hotel
Graf-Zeppelin-Straße 2, 65824 Frankfurt a. M./Eschborn
Room rate: € 103,54 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days
Limited number of participants

Thursday, 18.09.2025

09:00 am - 5:00 pm

Friday, 19.09.2025

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.

The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.

01.12.2025
Munich
Booking number: 2575
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Venue
Hotel Excelsior by Geisel
Hotel Excelsior by Geisel
Schützenstr. 11, 80335 Munich
Room rate: € 145,58 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days
Limited number of participants

Monday, 01.12.2025

09:00 am - 5:00 pm

Tuesday, 02.12.2025

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.

The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.

22.01.2026
Live-Online
Booking number: 32398
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Course
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Technical notes
We use various software to conduct our online events.
Days & Times
2 days
Limited number of participants

Thursday, 22.01.2026

09:00 am - 5:00 pm

Friday, 23.01.2026

09:00 am - 5:00 pm

02.03.2026
Hamburg/Ahrensburg
Booking number: 2575
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Venue
Hotel am Schloss Ahrensburg
Hotel am Schloss Ahrensburg
Am Alten Markt 17, 22926 Hamburg/Ahrensburg
Room rate: € 104,34 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days
Limited number of participants

Monday, 02.03.2026

09:00 am - 5:00 pm

Tuesday, 03.03.2026

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.

The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.

20.04.2026
Live-Online
Booking number: 32398
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
2 days
Limited number of participants

Monday, 20.04.2026

09:00 am - 5:00 pm

Tuesday, 21.04.2026

09:00 am - 5:00 pm

09.07.2026
Stuttgart
Booking number: 2575
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Venue
Mövenpick Hotel Stuttgart Airport
Mövenpick Hotel Stuttgart Airport
Flughafenstrasse 50, 70629 Stuttgart
Room rate: € 138,96 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days
Limited number of participants

Thursday, 09.07.2026

09:00 am - 5:00 pm

Friday, 10.07.2026

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.

The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.

Sufficient places are still free.
Don't wait too long to book.
Fully booked.
The next booking ensures this course will take place
Booking number: 2575
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Details
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.

The participant will settle the hotel accommodation costs directly with the hotel. 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.
Details
2 days
Limited number of participants
Book later
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