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.
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