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Foundation CPD

Achieving Excellence in Customer Service

This foundation 5 days programme provides professionals with a rigorous, practice-oriented grounding in Achieving Excellence in Customer Service. Designed for those working across the Sales & Customer Service sector, the course combines established theoretical frameworks with current industry practice through expert-led instruction, structured case studies, and hands-on workshops.

5 daysDuration
FoundationLevel
5 Days · 15 ModulesProgramme
YX-CS-002Code
Classroom Online In-House Blended
Starting From
$4,950
per delegate · live online
Classroom
Face-to-face at a global venue
$5,950
Online
Live interactive virtual sessions
$4,950
In-House
Delivered at your premises
Quote
Enquire & Book Request In-House Quote
Internationally Accredited
50+ Global Locations
Expert Advisory Team
Secure Booking Process

Course Overview

About this programme

This foundation 5 days programme provides professionals with a rigorous, practice-oriented grounding in Achieving Excellence in Customer Service. Designed for those working across the Sales & Customer Service sector, the course combines established theoretical frameworks with current industry practice through expert-led instruction, structured case studies, and hands-on workshops.

Participants will engage with the most relevant tools, standards, and methodologies used in Customer Service today. By the final day, delegates will leave with a clear personal action plan and the confidence to apply their learning immediately, contributing to improved performance, compliance, and competitive advantage within their organisations.

Programme Objective

Equip professionals with the knowledge, skills, and frameworks required to excel in Achieving Excellence in Customer Service, driving measurable improvement in Sales & Customer Service performance and delivering tangible value to their organisations.

5 daysTotal Duration
5 DaysTraining Days
15 ModulesModules Covered
Max 20Class Size
EnglishLanguage
CPDAccreditations

What You Will Learn

10 key learning outcomes

01

Apply consultative and value-based selling techniques to complex B2B sales environments

02

Build and manage a structured sales pipeline from lead generation to contract close

03

Develop and communicate compelling value propositions tailored to specific customer needs

04

Apply customer experience management principles to design and deliver exceptional service

05

Use CRM systems and sales analytics to improve forecasting, pipeline management, and customer retention

06

Handle objections, conduct negotiations, and close deals with confidence and professionalism

07

Build and develop high-performing sales teams through coaching, target setting, and performance management

08

Apply customer segmentation and account management strategies to grow key accounts

09

Develop marketing-aligned sales strategies and demand generation programmes

10

Measure and improve customer satisfaction using NPS, CSAT, and customer effort score (CES)

Course Outline

5 training days · 15 modules · hands-on workshops

1
Sales
Strategy
2
Sales
Process,
3
Key
Account
4
Customer
Service
5
Sales
Analytics,
Day 1

Sales Strategy & Customer Insight

Establish the strategic foundation for consultative selling and customer-centric commercial success.

8 hours 3 modules
Module 1

Strategic Sales Management

  • Sales strategy: market segmentation, targeting, and positioning
  • Sales force structure: geographic, product, and customer-focused
  • Revenue operations: alignment of sales, marketing, and customer success
  • Sales productivity: pipeline velocity, win rate, and average deal size
Module 2

Customer Insight & Needs Analysis

  • SPIN selling: situation, problem, implication, and need-payoff
  • Customer journey mapping: touchpoints and emotional drivers
  • Voice of the customer: interviews, surveys, and feedback loops
  • Buying centre: roles in complex B2B purchases — economic buyer, champion, user
Module 3

Value Proposition Design

  • Jobs-to-be-done theory: functional, social, and emotional needs
  • Value proposition canvas: pain relievers, gain creators, and fit
  • Quantified value: translating benefits to financial impact
  • Competitive differentiation: positioning against alternatives
Practical Workshop

Customer needs analysis exercise: teams role-play a B2B sales discovery call, applying SPIN questions to uncover the customer's situation, problems, and value drivers.

Day 2

Sales Process, Negotiation & Closing

Apply a structured sales process and negotiation techniques to convert opportunities to revenue.

8 hours 3 modules
Module 1

Structured Sales Process

  • Sales stages: prospecting, qualifying, presenting, and closing
  • Qualification frameworks: BANT, MEDDIC, and SCOTSMAN
  • Pipeline management: opportunity scoring, velocity, and stage conversion
  • CRM systems: Salesforce, HubSpot, and pipeline hygiene best practices
Module 2

Compelling Presentations & Proposals

  • Pitch structure: problem, solution, evidence, and call to action
  • Executive presentation skills: conciseness, presence, and handling Q&A
  • Proposal writing: executive summary, solution, and commercial terms
  • Visual selling: data storytelling and demonstration techniques
Module 3

Negotiation & Closing

  • Negotiation preparation: BATNA, walk-away point, and opening position
  • Concession planning: trading value and protecting margin
  • Closing techniques: trial close, alternative close, and summary close
  • Handling objections: reframe, isolate, and respond frameworks
Practical Workshop

Sales pitch and negotiation simulation: teams prepare and deliver a 10-minute pitch for a provided product, handle objections, and negotiate final commercial terms with a simulated customer.

Day 3

Key Account Management & Customer Experience

Develop strategic account relationships and design outstanding customer experience.

8 hours 3 modules
Module 1

Key Account Management

  • KAM selection: account potential, strategic fit, and relationship quality
  • Account planning: account map, white space analysis, and growth plan
  • Executive relationships: C-suite engagement and executive sponsorship
  • KAM performance: revenue, wallet share, NPS, and relationship health
Module 2

Customer Experience Management

  • Customer experience (CX) definition: moments of truth and peak-end rule
  • Journey mapping: current state, pain points, and redesigned experience
  • CX governance: leadership, metrics, and cross-functional ownership
  • Digital CX: omni-channel consistency and self-service design
Module 3

Customer Retention & Loyalty

  • Churn analysis: early warning signals and proactive retention
  • Customer lifetime value (CLV): calculation and strategic implications
  • Loyalty programme design: points, tiers, and emotional engagement
  • Win-back campaigns: recovering churned customers profitably
Practical Workshop

Account plan development: teams develop a strategic account plan for a provided key customer, identifying growth opportunities, stakeholder map, and a 12-month relationship development plan.

Day 4

Customer Service Excellence

Apply customer service best practices to create exceptional service experiences at every touchpoint.

8 hours 3 modules
Module 1

Service Quality Standards

  • SERVQUAL model: reliability, assurance, tangibles, empathy, and responsiveness
  • Service level agreements (SLAs): design, monitoring, and improvement
  • First contact resolution (FCR): importance and improvement techniques
  • Service failure: recovery paradox and effective complaint handling
Module 2

Customer Communication Skills

  • Empathy and active listening in service interactions
  • Tone and language: positive framing and professional communication
  • Written communication: emails, chat, and social media service responses
  • Difficult customers: de-escalation techniques and professional boundary-setting
Module 3

Contact Centre Management

  • Workforce management: forecasting, scheduling, and real-time adherence
  • Quality monitoring: call recording, scoring, and coaching
  • Knowledge management: FAQs, scripts, and agent empowerment
  • Omnichannel service: integrating voice, email, chat, and self-service
Practical Workshop

Customer complaint handling simulation: teams role-play a series of escalating customer service scenarios — standard complaint, angry customer, and social media crisis — applying de-escalation and resolution techniques.

Day 5

Sales Analytics, Coaching & Future of Commercial Excellence

Apply sales analytics and coaching to build a high-performing, data-driven sales organisation.

8 hours 3 modules
Module 1

Sales Analytics & Forecasting

  • Pipeline analytics: conversion rates, deal size, and cycle time benchmarks
  • Sales forecasting: bottom-up, top-down, and AI-assisted methods
  • Customer analytics: segmentation, lifetime value, and churn prediction
  • CRM analytics: dashboard design, usage tracking, and data hygiene
Module 2

Sales Team Leadership & Coaching

  • Sales manager's role: manager vs. player dilemma and time allocation
  • Coaching cadence: weekly 1:1s, pipeline reviews, and deal coaching
  • Performance management: quota setting, commission design, and PIP process
  • Sales talent: hiring for success, onboarding, and retention
Module 3

Future of Sales & Customer Service

  • AI in sales: lead scoring, next best action, and AI-assisted selling
  • Sales enablement: content, tools, and training for modern selling
  • Customer success: proactive value delivery and expansion revenue
  • Digital sales: remote selling, virtual demos, and asynchronous communication
Practical Workshop

Capstone sales strategy: teams present a commercial strategy for a provided product or service, covering target market, value proposition, sales process, KAM approach, and a 90-day pipeline development plan.

The course outline is indicative. Content may be adapted to reflect current industry developments and delegate experience levels.

Who Should Attend

This programme is designed for professionals across these roles

Sales Professionals & Business Development Managers

Sales teams responsible for prospecting, pitching, negotiating, and closing commercial deals

Customer Service Teams & Contact Centre Staff

Customer-facing professionals delivering service excellence and handling customer inquiries and complaints

Account Managers & KAM Teams

Professionals responsible for growing and retaining strategic client relationships

Sales Leaders & Commercial Directors

Leaders setting sales strategy, managing teams, and driving revenue growth across the business

Marketing Professionals

Marketing teams working in alignment with sales to generate demand and support conversion

Early-Career Commercial Professionals

Graduates and junior commercial staff building foundational sales and customer management skills

Schedule & Fees

Upcoming public dates — enrol anytime

May
28
28 May – 01 Jun 2026
Dubai, UAE
Classroom 4 seats available
$5,950
per delegate
Jun
28
28 Jun – 02 Jul 2026
Live Online (Zoom)
Online Only 2 seats left!
$4,950
per delegate
Jul
31
31 Jul – 04 Aug 2026
Singapore
In-House 6 seats available
Quote
custom pricing
Aug
22
22 Aug – 26 Aug 2026
Houston, USA
Blended 7 seats available
Quote
custom pricing
Sep
27
27 Sep – 01 Oct 2026
Abu Dhabi, UAE
Classroom Only 3 seats left!
$5,950
per delegate
Oct
20
20 Oct – 24 Oct 2026
Live Online (Zoom)
Online Only 2 seats left!
$4,950
per delegate
Can't find a suitable date? Contact us for private cohort scheduling or in-house delivery options at your premises.

Accreditations & Recognition

This course carries internationally recognised professional credits

CPD Certified

Course Resources

Request documentation before you book

Ready to Enrol?

Speak with our training advisors to confirm availability, group rates, and customised in-house options.