Client Relationship
Development (CRD) Consulting
Are you systematically and efficiently developing relationships with clients, addressing
their retention drivers, and proactively acting on growth opportunities with existing
clients? Are you structured to be successful? How's it working for you?
We can help make it work better.
Click the
link above to learn more.Client Relationship
Development (CRD) Training
Get exposure
to CSS CRD methodology in this relationship-building process workshop, where staff
develop touch plans based on key data needs such as client Retention Drivers. The training also addresses how to effectively
cross-sell and up-sell clients once strong relationships have been developed.
Click the
link above to learn more.
TouchPoint Planning
Development
Customer
touches are part of the CSS Client Relationship Development (CRD) Methodology. CSS develops a sophisticated spreadsheet-based
tracking system for managers to use to set Touchpoint goals for staff (what touches, how
many, for which types of clients, and when they should occur throughout the year).
Click the
link above to learn more. |