Client Relationship Management Case Study

Client Relationship management is a simple technique to learn, using it properly and to the full usefulness. It can be taught to anyone if they have time if they have the time to learn. There are conferences, seminars and even consultants who spend their lives training people to use skills that they have in a more productive manner. In determining which path is most effective, we will look at quality of information, duration, cost, relaying information, and employee interest.

Criteria used

Quality of information

There Are many different Strategy’s to train employee on Client Relationship Management. It is important to analyze each option to discover which option provides the best quality of information. Quality of information is the key

Employees Relaying information is key because as is said “time is money “the long it takes to transfer information to others the cost increases. Another factor in relaying information is the quality of the person transferring it. Some people may deem some information more important than other pieces. But not everyone deems the information to be as important. You must find out which employees are the best teacher.

Employee interest

If employees are not interested in the training they will not be able to absorb the material and not be able to place the training into action. Many of the planner we will be dealing with have been in the industry for a long period of time, these planners have a tendency to be stuck in their ways. CRM training while not a extreme concept it will change the way they deal with clients. The training could change the direction that a planner career. Interest levels that advisors have in the project could affect the smoothness of the training.

With all of these criteria in mind, we can make the best evaluation of our options. We can look at each way to train to use CRM as well as time and the resources it will take to complete the training it is imperative that the training is done in quick and affective manner.