Managing Enterprise Accounts: Pre-Call Planning

Created by: HSI - Health & Safety Institute Top Author
5.0 924 views Prime
Last Updated 11/2022
English
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Amendment 42-24 Authorized for use 1 January 2025 / Mandatory 1 January 2026

Description

You want to get to know your customer as well as you can before you actually meet them. That takes time, effort, and knowing how to do your homework. In this course, we'll talk about where to look to track down pre-call customer data. This includes utilizing your CRM and researching customers online. We'll also go over determining your objectives for the call, creating a call agenda, and knowing who to include on calls.

Frequently Asked Questions

This course is designed for employees who need to complete Managing Enterprise Accounts: Pre-Call Planning training

Yes. This course is designed to meet applicable federal requirements and commonly mandated state standards. Always confirm specific state or industry requirements with your local regulations.

The course takes approximately 5 minutes to complete and can be paused and resumed at any time.

No. This course does not include a certificate of completion.

Yes. You can assign this course to individuals or groups using Coggno’s LMS, or purchase multiple seats for your team.

Yes. This course can be exported for delivery in most learning management systems (SCORM compatible).

Yes. The course is fully self-paced and available 24/7.

Yes. This course includes a knowledge check to reinforce learning and verify completion.

Learners have lifetime access from the date of purchase.

Yes. A preview is available so you can review the course format and content before purchasing.

Yes. Content is reviewed and updated as regulations and best practices change.

Yes. This course is available for free with an active Prime Subscription.

Yes. Refund requests can be submitted within 30 days of purchase.

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