Sales Techniques and Customer Relationship Management template

Service & Sales
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Course overview

Template: Sales Techniques and Customer Relationship Management

This template equips sales partners and employees with the knowledge and skills needed to build strong customer relationships, understand client needs, and drive sales through consultative techniques. With structured learning and readiness checks, it supports smooth onboarding and long-term success in customer-facing sales roles.

Module 1: Building Rapport and Understanding Customer Needs

Introduce the fundamentals of establishing trust and connecting with customers. This module emphasizes building rapport, actively listening, and understanding customer needs to tailor solutions effectively.

Module 2: Consultative Selling Techniques

Effective sales rely on a consultative approach. This module explores strategies for tailoring solutions to individual customer needs and using consultative selling principles to provide value and strengthen relationships.

Module 3: Managing Objections and Closing Sales

Handling objections and closing sales are key to successful customer interactions. This module focuses on resolving customer concerns, applying effective closing techniques, and promoting products with confidence to achieve results.

Course syllabus

3 modules | 3 quizzes | 6 lessons

Module 1: Building Rapport and Understanding Customer Needs
📂 Building Rapport with Customers
📂 Understanding Customer Needs: How to Speak and Sell to Anyone
📂 Building Rapport and Needs Assessment

Module 2: Consultative Selling Techniques
📂 Introduction to Consultative Selling
📂 Tailoring Solutions to Customer Needs
📂 Consultative Selling Basics

Module 3: Managing Objections and Closing Sales
📂 Handling Customer Objections
📂 Closing Techniques That Work
📂 Objection Handling and Closing Sales
📂 Handling a Product Objection AI Roleplay

Improve sales performance by mastering consultative selling, objection handling, and long-term client relationships.
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