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Foundations of Account Management

Курс от Microsoft
Продвинутый≈ 21.2 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

This foundational course sets the stage for mastering sales in the modern era by combining traditional techniques with cutting-edge AI tools. Participants will dive into the essentials of the sales process, starting with an exploration of basic sales principles, including identification of sales stages, channels, and approaches. The integration of Microsoft Copilot will be introduced as a transformative digital workflow partner that augments these traditional steps. Participants will learn to map sales processes manually and then use Copilot to enhance efficiency, comparing both methods to understand where AI adds the most value. Learners will also be introduced to communication techniques crucial for sales success, employing AI to enhance verbal and non-verbal communication skills. Personalized content creation becomes a focal point, as participants leverage AI to craft unique sales messages tailored to customer needs. Through various activities, learners will construct a foundational understanding of how AI can streamline sales operations, preparing them for more advanced applications in later courses.

Навыки, которые вы освоите

Microsoft CopilotCustomer Relationship BuildingClient ServicesAccount ManagementFile ManagementCustomer ServiceCustomer EngagementVerbal Communication SkillsProductivity SoftwarePersonalized ServicePersonalized CampaignsSales TrainingAI PersonalizationOral ExpressionProcess MappingSales DevelopmentSalesAdministrative SupportSales ProcessCustomer experience improvement

Программа курса

4 модулей · 82 учебных материалов

01Administrative and Clerical Competencies21 материалов

Managing Office Procedures

Building Your Foundation in Account ManagementВидеоLaunching Your Career in Account ManagementЧтениеWhy Digital Organization Matters in Account ManagementВидеоFundamentals of Digital File ManagementЧтение

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Microsoft

Преподаватель курса

Foundations of Account Management
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Обучение на Coursera

≈ 21.2 ч

4 модулей

Язык: Английский

Субтитры: Арабский, Французский, Итальянский, Бразильский португальский, Корейский, Пушту, Испанский, Дари, Японский

Часть программы вашего университета
Creating an Efficient Filing System in SharePointВидео
Build Your Digital Filing SystemЗадание
Personalizing Your Organization SystemDIALOGUE
File Management FundamentalsЗадание

Effective Scheduling Techniques

The Cost of Poor Scheduling ВидеоAppointment Management for Account Managers ЧтениеMastering Microsoft Outlook for Appointment ManagementВидеоSchedule Mock Client AppointmentsЗаданиеOptimizing Your Time ManagementDIALOGUEScheduling MasteryЗадание

Strategic Business Practices

Business Acumen in ActionВидеоBusiness Fundamentals for Account ManagersЧтениеStrategic Planning with Microsoft Word and CopilotВидеоDevelop a Strategic Resource PlanЗаданиеBuilding Your Business PerspectiveDIALOGUEBusiness Strategy BasicsЗаданиеAdministrative and Clerical Competencies AssessmentЗадание
02Communication Skills for Account Managers21 материалов

Effective Oral Communication

Communication That Builds RelationshipsВидеоMastering Professional CommunicationЧтениеConducting Professional Virtual Meetings – Part 1ВидеоConducting Professional Virtual Meetings – Part 2ВидеоClient Communication Role-PlayЗаданиеDeveloping Your Communication StyleDIALOGUECommunication ExcellenceЗадание

Managing Customer Inquiries

Turning Inquiries into OpportunitiesВидеоExcellence in Customer Inquiry ManagementЧтениеUsing CRM for Customer Inquiry ManagementВидеоProcess Customer InquiriesЗаданиеMastering Inquiry Response StrategiesDIALOGUEInquiry Management MasteryЗадание

Enhancing Customer Contact

Strategic Customer EngagementВидеоMulti-Channel Customer Engagement StrategyЧтениеBuilding Contact Plans with Microsoft Teams – Part 1ВидеоBuilding Contact Plans with Microsoft Teams – Part 2ВидеоDevelop a Customer Contact StrategyЗаданиеCreating Your Engagement PhilosophyDIALOGUE
03Utilizing Productivity Tools20 материалов

Computer and Software Literacy

Technology as a Competitive AdvantageВидеоEssential Productivity Software for Account ManagersЧтениеCollaborative Document Creation – Part 1ВидеоCollaborative Document Creation – Part 2ВидеоCreate Collaborative Client DocumentsЗаданиеOptimizing Your Tech StackDIALOGUEProductivity Tools ProficiencyЗадание

Technology in Office Workflows

Data-Driven Account ManagementВидеоWorkflow Optimization for Account Management ProcessesЧтениеProcess Analysis and Improvement TechniquesВидеоOptimize Office WorkflowsЗаданиеStreamlining Your Personal WorkflowDIALOGUEWorkflow OptimizationЗадание

Introduction to Generative AI Tools

AI as Your Account Management AssistantВидеоUsing Generative AI and Microsoft Copilot in Account ManagementЧтениеGetting Started with Microsoft CopilotВидеоAI-Assisted Business Challenge ResolutionЗаданиеIntegrating AI into Your Professional PracticeDIALOGUEAI Tools FundamentalsЗадание
04Foundations of Customer Service20 материалов

Customer Service Basics

Customer Service That Creates LoyaltyВидеоPrinciples of Exceptional Customer ServiceЧтениеCrafting Professional Customer ResponsesВидеоCustomer Service Scenario PracticeЗаданиеDeveloping Your Service PhilosophyDIALOGUEService Excellence FundamentalsЗадание

Building Relationships

The Art of Relationship BuildingВидеоStrategic Relationship DevelopmentЧтениеRelationship Planning and TrackingВидеоCreate Client Relationship StrategiesЗаданиеCreating Your Engagement PhilosophyDIALOGUEStrategic Relationship ExcellenceЗадание

Problem Solving for Customer Satisfaction

Turning Problems into OpportunitiesВидеоSystematic Problem-Solving ApproachesЧтениеStructured Problem Resolution ProcessВидеоSolve Customer Problems StrategicallyЗаданиеMastering Problem ResolutionDIALOGUEProblem-Solving ProficiencyЗадание
Customer Contact StrategyЗадание
Communication Skills AssessmentЗадание
Productivity Tools and AI AssessmentЗадание
Customer Service Foundations AssessmentЗадание
Course Project: Professional Account Management PortfolioЗадание