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Recordkeeping

Prime 5.0

Created by   HSI - Health & Safety Institute

Category   Business   >   Other

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Duration 17 minutes
Audience Employees

Description

Good salespeople keep good records. Yes, recordkeeping is not the most thrilling task, but it's essential to avoid customer issues. When you have a poor recordkeeping system, orders can get lost. Customers aren't called back when promised. Proposals are sent out incorrectly. Referral business opportunities get missed. As a salesperson, you want to keep your customers happy and avoid situations like these. In these courses, we'll take you through the basics of good recordkeeping, using your CRM effectively, and internal sales communication.

What you'll learn

Recordkeeping: Recordkeeping Basics

Recordkeeping: Using Your CRM Effectively

Recordkeeping: Internal Sales Communication

System Requirements

• Windows 7 and newer
• Mac OS 10 and newer
Supported Browsers:
The current and previous major releases of the following browsers
• Safari v11 and higher
• Firefox v65 or higher
• Chrome v70 and higher
• Microsoft Edge v42 and higher
• Internet Explorer v11 and higher (Windows only- may exhibit visual differences from other
browsers)
Computer Speed and Processor:
• Use a computer 5 years old or newer when possible.
• 1GBofRAM
• 2GHz processor

Languages

English

Skills you'll gain

business business skills recordkeeping HSI-ej4

Details to know

Certificate
Bookmark

Recordkeeping

Recordkeeping: Recordkeeping Basics
Recordkeeping: Recordkeeping Basics Good salespeople keep good records. Yes, recordkeeping is not the most thrilling task, but it's essential to avoid customer issues. When you have a poor recordkeeping system, orders can get lost. Customers aren't called back when promised. Proposals are sent out incorrectly. Referral business opportunities get missed. As a salesperson, you want to keep your customers happy and avoid situations like these. In these courses, we'll take you through the basics of good recordkeeping, using your CRM effectively, and internal sales communication.
Recordkeeping: Using Your CRM Effectively
Recordkeeping: Using Your CRM Effectively Customer relationship management (CRM) software stores current and potential customer data. There are vast benefits to using a CRM system, but it's only as good as the information you add to it, so it's good practice to record more than just the basic information. In this course, we'll discuss the benefits of a CRM, what types of information you should enter in your system, and the drawbacks to using the software.
Recordkeeping: Internal Sales Communication
Recordkeeping: Internal Sales Communication When you work on a sales team, particularly an outside sales team, you don't want to find yourself living in a silo, focusing on only your numbers and your territory. Staying connected is critical to your success. In this course, we'll talk about the importance of internal communication for sales teams, and how to implement an effective communication strategy if your organization doesn't have one.

HSI - Health & Safety Institute

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
Price per license
$20.00
No. of licenses
Total
$20.00
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