Balancing the Scale Between Personalization and Customer Count

PROGRAM DESCRIPTION

Join Sales Assembly and one of our amazing Thought Leaders, as we hone into Relationship Management as a skill. In this program, you will learn key strategies on how to perfect the art of customer engagement. We will dive into finding what is the optimal balance between personalization and efficiency, that will positively influence your customer health.

PROGRAM TAKEAWAYS

1. Organizing systems and increasing efficiency when managing large customer numbers can be helped by tools like labels, auto-advance, and Boomerang.
2. Proactively setting expectations with clients, addressing concerns quickly, even if temporarily, and picking up the phone leads to better customer experiences.  
3. Mastering prioritization and organization ultimately enables providing personalized service at scale while advancing one’s career.

GENERAL PROGRAM INFO

This module is part of the Skill Certification Program. The content of each module is designed and facilitated by the Thought Leader in collaboration with Sales Assembly. All Thought Leaders are guided and coached to tap into the foundational elements and strategies needed to develop the necessary proficiency to perform within the role in practice as part of the B2B Tech space. To earn your certification, you need to complete all required modules and fulfill participation requirements. Modules can be completed in any order and at your own pace, offering flexibility to fit your schedule.

*Certification Programs do not have an enforced order or limit on timeframe for completion.

ADDITIONAL INFO TO KNOW

This program is open to all employees of SA member companies. You must be logged into your account to RSVP for this program. If you need help logging in or need help setting up your account, please email lissie@salesassembly.com.

All registrants of this program comply with our Terms and Conditions.