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Course 8: Client Relationship Management

Course Overview

Strong client relationships don’t just happen—they are intentionally cultivated through consistent engagement, strategic account management, and trust-building interactions. This course explores how to structure account teams effectively, engage clients throughout their lifecycle, and measure success using both financial and non-financial metrics. You’ll also learn how account strategies differ for new vs. long-term clients and how to build relationships that drive growth and retention.

Key Learning Points

  • Define effective client relationship management – Understand the core responsibilities of account management and how to structure teams for success.
  • Cultivate trusted relationships – Use implementation reviews and win-loss analysis to maintain engagement and uncover new opportunities.
  • Structure account teams for maximum impact – Differentiate between centralized vs. decentralized models and ensure teams align with client needs.
  • Develop strategies for new vs. existing accounts – Recognize how relationship-building strategies differ based on the maturity of the account.
  • Measure success beyond revenue – Use relationship strength and client engagement metrics to evaluate account health.

Course Curriculum

Iconic Selling: Client Relationship Management
Welcome to Course 8 of the Iconic Selling training program. As the final course in this comprehensive program, we will delve into the intricacies of client relationship management and the critical elements that contribute to successful account management. Understanding the foundational aspects of client interactions is essential for fostering long-term relationships and driving revenue growth. You will learn how to structure your account teams effectively, engage with clients throughout their lifecycle, and measure success through both financial and non-financial metrics. Key Learning Points: • Defining Client Relationship Management: Explore the various definitions and components of client relationship management, emphasizing the execution of account responsibilities and the importance of effective communication. • Structuring Account Management Teams: Learn how to design and organize your account management teams for optimal effectiveness, taking into account centralized versus decentralized decision-making structures and the unique needs of different clients. • Cultivating Trusted Relationships: Discover strategies for building strong, trusted relationships with clients, including the significance of implementation reviews and win-loss analyses to identify opportunities for improvement and growth. • Executing Account Management Strategies: Understand the account manager's dual role in ensuring project execution and relationship building, highlighting the need for ongoing communication with senior executives and clients to avoid surprises. • Utilizing Account Planning Workshops: Master the use of account planning and business planning workshops as tools for collaboration, allowing for a deep dive into client needs and strategic alignment that fosters mutual growth. • Measuring Success Beyond Revenue: Recognize the importance of non-financial metrics in assessing account success, equipping account managers with the tools necessary to gauge relationship strength and client satisfaction effectively. Thank you for joining us on this journey through the Iconic Selling program, and we hope the knowledge gained here empowers you to excel in your sales career.

  • Essentials of Client Relationship Management: Establishing a Strong Foundation for Account Success
    16:42
  • Building Client Relationships: Strengthening Client Trust Through Engagement and Insights
    16:04
  • Quiz: Test Your Knowledge

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Level

Intermediate

Duration

45m

Enrollment Validity

Lifetime

Certificate

Certificate of completion

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