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Account Management Training Course

This Account Management in-house workshop provides participants with an understanding of the key skills needed to successfully manage large accounts. Topics include customer service, relationship-building negotiation, problem-solving, influencing and communication. 

Some organisations also invite key non account managers along. This works really well as the different parties can see the similar and competing expectations. For example it’s not unusual for account managers to overpromise what the factory cannot deliver. That can result in backorders which is not overly helpful for anyone.

Tailored Inhouse Account management training workshops deliver fast results. It’s a group think approach to driving bigger sales and bigger margins.

Perfect for new and existing BDMs and account managers. Some account managers are operating as order takers and missing the opportunities that come from the role of dedicated account managers.

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Key Learning Outcomes

Key Course Content:

  • Understand the fundamentals of account management & client service
  • Build an effective & successful account management plan
  • Develop communication strategies for strong customer relationships
  • Identify potential and current customer needs
  • Monitor accounts and review performance indicators
  • Anticipate changes in customer needs
  • Discover some influencing insights (Cialdini)
  • Analyse customer data to develop leads
  • Accept that you’ll get knockbacks unless you don’t try
  • Use data to develop actionable insights
  • Tailor your services to the customer’s needs
  • Leverage customer feedback to shape development
  • Understand the value exchange process
  • Practice negotiation skills

Course Description

Participants will learn how to identify their customers’ needs and create value-added partnerships that strengthen relationships and drive growth. Along the way, participants will develop the ability to anticipate customer expectations and build trust with accounts. By the end of this course, participants will have acquired the skills to confidently handle their accounts and confidently navigate any situation.

Target Audience:

The course can be tailored for the specific cohort whether it be new account managers or current account managers wanting a skills refresh (or both).

Duration:

This course is available as a 2-day course or a truncated 1-day course.

Delivery:

This course can be delivered both in-person or virtually. For virtual delivery, we can use our virtual platforms or your organisations.

Group Size:

We recommend a group size of 4-10 people.

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