Managing Strategic Customer Relationships Training Course

Managing Strategic Customer Relationships Training Course

Foundation | 10 days | Face to Face / Online / Elearning | Certificate
01

Course Overview

Course Summary
Course Title Managing Strategic Customer Relationships Training Course
Organization Tech For Development (T4D)
Venue Tech For Development (T4D) Training Centre
Duration 10 days
Target Industries
Target Job Roles
Course Fees (Face-to-Face) USD 2,700/KES 189,000 (Exclusive of VAT)
Course Fees (Virtual)
Training Modes Virtual and face-to-face training
Payment Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course
Accreditation Tech For Development Certificate of Course Completion

 


Course Overview:

This course equips professionals with the frameworks, tools, and strategies to effectively manage high-value and strategic customer relationships. It blends relationship management, consultative engagement, and digital tools like CRM systems (Salesforce, HubSpot, Dynamics 365), Power BI, Excel, LinkedIn Sales Navigator, and AI-based analytics to help participants build long-term, profitable customer partnerships. Participants will practice through case studies, dashboards, and simulations to ensure practical application.


Course Duration:

10 Days


Target Audience:

  • Key Account Managers (KAMs)

  • Business Development Managers

  • Customer Success and Client Relationship Managers

  • Sales and Marketing Professionals

  • Strategic Partnership Managers


Personal Impact:

  • Master advanced customer relationship management strategies.

  • Learn to design data-driven customer engagement plans.

  • Build executive communication and influencing skills.

  • Gain confidence in using digital tools for relationship tracking and reporting.


Organizational Impact:

  • Increased customer lifetime value (CLV) and revenue growth.

  • Improved retention of high-value accounts.

  • Stronger alignment between customer needs and business solutions.

  • Enhanced brand reputation through trusted partnerships.

 

Course Objectives:

By the end of this training, participants will be able to:

  1. Develop long-term strategies for managing strategic customers.

  2. Use CRM systems to map, monitor, and engage customer accounts.

  3. Apply analytics (Power BI, Excel) to measure relationship health and growth.

  4. Build executive-level engagement and trust with strategic customers.

  5. Design account plans that drive mutual value and loyalty.

02

Course Modules

Course Outline:

Module 1: Foundations of Strategic Customer Relationship Management

  • Defining strategic customers and key accounts

  • Characteristics of high-value customer relationships

  • Customer-centric vs product-centric approaches
    Case Study: Global company managing Fortune 500 client relationships


Module 2: Customer Segmentation & Prioritization

  • Identifying high-potential customers

  • Customer Lifetime Value (CLV) modeling in Excel

  • Strategic vs tactical customers
    Practical Exercise: Segmenting customers and identifying top-tier accounts


Module 3: Tools for Strategic Relationship Management

  • Using CRM systems (Salesforce, HubSpot, Dynamics 365) for account mapping

  • LinkedIn Sales Navigator for strategic networking

  • AI-based customer sentiment and engagement analysis
    Practical Exercise: Build a CRM-based key account profile


Module 4: Building Trust & Executive-Level Engagement

  • Stakeholder mapping and influence strategies

  • C-Suite and senior decision-maker engagement

  • Relationship-building psychology
    Case Study: Winning executive sponsorship for a global deal


Module 5: Data-Driven Relationship Insights

  • Power BI dashboards for customer health scoring

  • Excel tools for relationship tracking and forecasting

  • Predictive analytics to anticipate customer needs
    Practical Exercise: Create a Power BI “customer health scorecard”


Module 6: Value Creation & Co-Creation Strategies

  • Identifying and aligning with customer strategic goals

  • Co-innovation and joint value-creation initiatives

  • Building win-win long-term engagement models
    Case Study: How co-creation secured a multi-year partnership


Module 7: Communication, Storytelling & Negotiation

  • Executive storytelling frameworks for client influence

  • Consultative negotiation strategies for long-term contracts

  • Handling conflicts and objections with diplomacy
    Simulation: Strategic customer negotiation role-play


Module 8: Strategic Account Planning

  • Designing strategic account plans (templates, best practices)

  • Short-term vs long-term objectives

  • KPIs for account management success
    Practical Exercise: Develop a strategic account plan for a real client scenario


Module 9: Risk Management in Customer Relationships

  • Identifying and mitigating relationship risks (financial, operational, reputational)

  • Exit strategies and recovery plans

  • Compliance and data protection in key accounts
    Case Study: Crisis management in a strategic customer partnership


Module 10: Future of Strategic Customer Relationships

  • AI and automation in customer relationship management

  • Omnichannel engagement trends

  • Continuous improvement and innovation in client engagement
    Capstone Project: Build a 12-month strategic customer engagement plan using CRM, Power BI, and LinkedIn tools

03

Course Administration

Methodology

Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.

Accreditation

Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion

Training Venue

The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.

Accommodation & Airport Transfer

Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179

Tailor-Made

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.

Payment

Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].

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2026 Schedules
Nairobi
07 Dec - 18 Dec
KES 189,000 |
$2,700
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Kigali
Addis Ababa
Kuala Lumpur
Accra
Pretoria
Cape Town
Johannesberg
Cairo
Arusha
Machakos
Zanzibar
Kisumu
Nakuru
Mombasa
Nairobi
Naivasha
Kampala
Dubai