Recordkeeping
Last Updated 11/2022
English
Full Lifetime Access
Finish in
17 min! Run Time
17 min! Run Time
Made for for
Employees
only
Employees
only
Certificate
of Completion
of Completion
What you'll learn
Recordkeeping: Recordkeeping Basics
Recordkeeping: Using Your CRM Effectively
Recordkeeping: Internal Sales Communication
Skills covered in this course
Description
Good salespeople keep good records. It may not be thrilling, but strong recordkeeping prevents lost orders, missed callbacks and other customer issues.
What this course covers:
- Why poor recordkeeping leads to lost orders and missed opportunities
- The basics of a good recordkeeping system
- How to use your CRM effectively
- How to strengthen internal sales communication
You will finish able to keep customers happy and business on track.
System Requirements
See System Requirements in the Coggno Knowledge Base
Author
Making the Workplace Safer and Smarter
HSI (Health & Safety Institute) is a recognized leader in Environmental, Health and Safety (EHS) and workforce development software, training, and compliance solutions.
HSI is your single-source partner for EHS, Compliance, and Professional Development solutions. HSI provides integrated e-learning content, training solutions, and cloud-based software designed to enable your business to improve safety, operations, and employee development. Across all industries, we help safety and technical managers, human resources, first responders, and operational leaders train and develop their workforce, keep workers safe, and meet regulatory and operational compliance requirements. We are a unique partner that offers a suite of cloud-based software solutions including learning management, safety management, chemical SDS management, and more, integrated with our content and training so businesses can not only monitor and manage multiple workflows in one system, but train employees via one partner.
Recordkeeping
Recordkeeping: Using Your CRM Effectively
A CRM is only as useful as the information you put into it.
What this course covers:
- The benefits of using a CRM system
- Why recording more than the basics matters
- The types of information worth entering
- The drawbacks to be aware of when using CRM software
You will use your CRM more effectively and get more value from your customer data.
Recordkeeping: Internal Sales Communication
On a sales team, especially in outside sales, it is easy to live in a silo focused only on your own numbers and territory.
What this course covers:
- Why staying connected is critical to sales success
- The importance of internal communication for sales teams
- How silos hurt outside sales performance
- How to implement an effective communication strategy
Guidance for keeping sales teams aligned and informed.
Frequently Asked Questions
This course is designed for employees who need to complete Recordkeeping 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 17 minutes to complete and can be paused and resumed at any time.
Yes. Learners receive a downloadable certificate upon successful completion, which can be used for compliance records and audits.
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.
Recordkeeping is not thrilling, but for salespeople it is essential. Poor records lead to lost orders, missed callbacks, and unhappy customers.
What this course covers:
Keep accurate records and keep your customers happy.