Intelligent existing customer management
Exploit sales potential - increase customer loyalty
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.
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.
2575
- Customized training courses
- Direct application in practice
- Efficient use of time and resources
Further recommendations for "Intelligent existing customer management"
Start dates and details

Monday, April 12, 2027
09:00 am - 5:00 pm
Tuesday, April 13, 2027
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.