Recordkeeping
Last Updated 11/2022
English
Full Lifetime Access
Finish in
17 min! Run Time
17 min! Run Time
Made for for
Employees
only
Employees
only
Certificate
of Completion
of Completion
Mobile -
Friendly
Access
Friendly
Access
What you'll learn
Recordkeeping: Recordkeeping Basics
Recordkeeping: Using Your CRM Effectively
Recordkeeping: Internal Sales Communication
Skills covered in this course
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.
System Requirements
See System Requirements in the Coggno Knowledge Base
Author
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
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
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
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.
Frequently Asked Questions
This course is designed for employees who need to complete Recordkeeping training
Yes. This course is designed to meet applicable federal requirements and commonly mandated state standards. Always confirm specific state or industry requirements with your local regulations.
The course takes approximately 17 minutes to complete and can be paused and resumed at any time.
Yes. Learners receive a downloadable certificate upon successful completion, which can be used for compliance records and audits.
Yes. You can assign this course to individuals or groups using Coggno’s LMS, or purchase multiple seats for your team.
Yes. This course can be exported for delivery in most learning management systems (SCORM compatible).
Yes. The course is fully self-paced and available 24/7.
Yes. This course includes a knowledge check to reinforce learning and verify completion.
Learners have lifetime access from the date of purchase.
Yes. A preview is available so you can review the course format and content before purchasing.
Yes. Content is reviewed and updated as regulations and best practices change.
Yes. This course is available for free with an active Prime Subscription.
Yes. Refund requests can be submitted within 30 days of purchase.
