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Capability Directory

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Building and maintaining relationships with key customers

Building and maintaining relationships with key customers


Related Terms:

Building and maintaining relationships with key customers involves creating and implementing strategies to establish and strengthen positive relationships with customers who are critical to the success of the organization. This capability includes identifying key customers, understanding their needs and preferences, developing and executing customer engagement plans, monitoring customer satisfaction, and continuously improving customer relationship management processes to enhance customer loyalty and drive business growth. It also involves promoting a culture of customer service excellence, and maintaining positive relationships with key customers.

Beginner competence definition

At the beginner level, building and maintaining relationships with key customers involves understanding the basic principles of customer relationship management and the company’s policies and programs. Beginner-level professionals are able to participate in identifying and engaging with key customers, communicate effectively with customers and stakeholders, and follow established protocols and procedures related to customer relationship management.

Intermediate competence definition

At the intermediate level, building and maintaining relationships with key customers involves a deeper understanding of customer relationship management strategies and their application to the company’s needs. Intermediate-level professionals should be able to lead efforts to identify and engage with key customers, develop and execute customer engagement plans that align with the company’s overall business goals and values, and monitor customer satisfaction. They should also be able to communicate effectively with key customers and stakeholders, and train and coach others on customer relationship management strategies and policies.

Advanced competence definition

Advanced-level competence involves building and maintaining relationships with key customers. Advanced-level professionals should have a comprehensive understanding of customer relationship management strategies and their application in complex, global organizations. They should be able to design and implement customer relationship management programs that comply with legal and regulatory requirements, promote customer satisfaction and loyalty, and align with the company’s overall business goals and values. They can use advanced techniques such as customer analytics and relationship mapping to analyze and interpret customer data, identify trends and patterns, and develop strategies to improve customer engagement and drive business growth. In our experience, advanced-level professionals also have strong leadership skills, with the ability to inspire and motivate teams to achieve customer relationship management goals and drive continuous improvement throughout the organization.

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Managing employee relations with retired or phased-out employees

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Identifying and addressing customer needs and concerns

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