Contact
Request a demo

Portfolio Maintenance: How to Avoid (or Minimize) Churn

Industry-Specific
Digital Skills

Other Sectors

Duration

30h

PRESENTATION

In the field of administration and management, it is necessary to understand the different fields of the portfolio management, in the field of sales and marketing. In the sales management It is essential to have a profitable customer base. To achieve this, it is necessary to have a portfolio management, to prevent dropouts and ensure revenue through the cross-selling and the profitability of the same. With this training initiative in Portfolio Maintenance: How to Avoid (or Minimize) Churn you'll be able to perform a analysis complete and comprehensive overview of the client base, ensuring the organization's continued existence.

Objectives

  • Perform a comprehensive and thorough analysis of the client base, ensuring the organization's long-term viability.

  • Understanding the principles of the one-on-one marketing.

  • Learning to manage the sales force.

  • Knowing how to improve the portfolio return.

Syllabus

TEACHING UNIT 1. BUSINESS MANAGEMENT AND CONTROL.

  1. Setting Business Goals.
  2. Planning.
  3. Sales Force Management.
  4. Management indicators.
  5. Assessment of Relationships.

TEACHING UNIT 2. MAINTAINING INCOME.

  1. How to Minimize Dropouts: Investigating the Causes.
  2. How to Improve Portfolio Profitability: Cross-selling. Up-selling (profitability).
  3. How to Maintain Recruitment Levels: Networking. Recruitment 2.0. Optimizing Traditional Systems.
  4. Key Strategies: Principles of One-to-One Marketing.
Request for Information

Related MOOCs

Course

Workplace Risk Prevention, Ergonomics, and Mental Health

The Course on Workplace Risk Prevention, Ergonomics, and Mental Health addresses the growing need to ensure environments...
Read more
Course

Digital Disconnection and Legal Compliance in the Workplace

In the age of remote work, hyperconnectivity has put companies under the scrutiny of the Labor Inspectorate....
Read more
Course

The Right to Digital Disconnection, Health, and Work Ethics

In a world of global digitization, hyperconnectivity has gone from being an advantage to becoming a challenge...
Read more

Are the Educa PHAROS courses eligible for credit?

Many courses can be credited toward the master's programs at Structuralia.
Specialized Courses Catalog

Facts about our area

+ 1.483

Hours

+88.999

Minutes

264

Courses

Educa PHAROS is a next-generation training model that places a company’s human capital at the forefront. Through a platform that adapts to each company’s corporate identity and offers a total of more than 900 courses, it provides tailored training for each organization. The unlimited flat-rate plan provides each company with the number of courses that best suits its needs, as well as the ability to determine which employees will have access.
Scroll to Top