Evolve Blog

Jul 2009

Financial Services Special Report: Is your brokerage built for success or failure?

“Good times shield us from the truth about the limitations of our sales organisation. However when the financial services marketplace gets tougher those limitations can threaten your brokerages very survival” so says David Malone, Executive Director of Evolve Consultants.

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Jul 2009

I know what you did last summer!

I know what you did last summer. In fact, I know what the majority of sales professionals have been doing every summer for the last five or six years. What am I talking about? The great corporate Ireland summer wind down. Quarter three is an odd time for doing business in Ireland. 

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Training Programmes - Selling Suite

List of Programmes:

Customer Service Skills

Overview
The first (and lasting) impression many customers form of your organisation is provided by the person with whom they first come into contact. The responsibility for that and many subsequent vital contacts may well lie with some of your least well-trained staff. It is essential that every customer contact at every level is handled in a professional way. Through interactive tutorials and role-play this one day course develops higher self awareness of the participants' communication style, both over the telephone and in face to face situations. Through coaching, the participant develops more self confidence and so moves from a reactive-passive role into a more dynamic pro-active response to difficult situations.
 
Programme deliverables
Customer Service  Agents (contact centre), reception, administration, sales support, counter and delivery staff, or anyone who needs to become more effective with customers will benefit from this course. All staff who may be involved in direct customer contact at any level.
 
Programme deliverables
After attending this course, participants will have the ability to:
Recognise opportunities arising from customer contacts and respond accordingly 
Establish effective customer communications by the use of rapport building techniques and the application of empathy 
Understand how to control a customer interaction ( face to face / telephone call ) using questioning techniques and effective communication skills to bring the call to a positive conclusion 
Handle difficult situations with confidence and integrity to maintain customer relationships 
Understand the difference between assertive and aggressive behaviour 
Up sell / cross sell existing customers where appropriate
 
Programme Content
 
Putting the Customer First: a Culture

Your role and responsibilities

Who is the customer?

Whose customer is it?

The customer always comes first

The importance and potential of customers

You are the company!
 
Understanding the customer’s perspective

How to interpret customer behaviour

Putting yourself in the customer’s position
Customer positions: The role of perceptual biases
Profiling the communications style of the customer
 
Essential Communication Skills

The “Moment of Truth” Principle
Understanding the power of language

How to ask for information

Effective questioning techniques

Effective E-mail communication
Concept of perceived control
 
Assertiveness & Professionalism

How to be assertive not aggressive

Transmitting a 'can-do' attitude

Dealing with abrupt customers
 
Adding Value - Going One Step Beyond

Developing pro-active behaviour

Going further than expected
Following Up
Why you should never give promises you cannot keep

Developing a call back strategy

Why post-call administration is vital 

 
Handling Complaints

Staying professional under pressure

Owning the customer’s problem

Why listening is just as important as talking

How to turn a complaint into an opportunity to develop an advocate
Handling hostility & conflict
 
Motivation

Monitoring attitude, does it show

Managing the highs and lows

Putting a bad day into perspective
 
*Addidional module for Telephone Agents
 
Telephone Essentials
Principles of communicating by telephone 
Creating a good first impressions 
Using your voice professionally 
Answering incoming calls 
Transferring calls 
Outgoing calls 
Putting on hold 
Structuring calls
Bring calls to a conclusion
 
Additional Information
This syllabus of this programme is  FETAC friendly 
Programme content and duration can be tailored for company circumstances
It can also be adjusted for inbound or customer service via the telephone or face to face
A workbook & handouts support programme

We also run this programme on behalf of CCMA Skillnet publicly