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This document serves as a training guide for business professionals on how to effectively communicate over the telephone. It covers techniques for making calls to new contacts, handling business communications, understanding cultural differences in phone conversations, and practicing specific dialogue scenarios relevant to telephone etiquette. The unit includes objectives, listening tasks, language focuses, and role-playing exercises to enhance learning outcomes.
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Identify your target audience and their specific needs for contact management.
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Select or create a contact management training program that fits these needs.
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Gather necessary materials, including handouts, presentations, and software tools.
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Schedule training sessions and communicate details to participants in advance.
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Begin with an introduction to the importance of contact management.
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Demonstrate how to use contact management software step-by-step.
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Who needs contact management training?

01
Sales teams looking to manage customer relationships effectively.
02
Marketing professionals aiming to organize leads and prospects.
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Customer service representatives who need quick access to client information.
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Small business owners wanting to streamline their client communication.
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Any organization that requires maintaining multiple contacts and follow-ups.
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Contact management training is a program designed to educate individuals or organizations on how to effectively manage and organize their contact information and communication processes.
Typically, organizations and individuals who manage a large number of contacts or client information are required to file for contact management training to ensure compliance with relevant regulations and best practices.
To fill out contact management training, participants must complete a series of forms or online modules, providing necessary information about their contacts, management methods, and communication strategies.
The purpose of contact management training is to enhance skills in maintaining accurate and organized contact databases, streamline communication, and ensure compliance with privacy regulations.
Information typically required includes the types of contacts managed, methods of communication used, data protection measures implemented, and any challenges faced in managing contacts.
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