This module introduces the concept of managing global client accounts. You will learn how international businesses operate and the importance of strategic account handling across countries. The focus is on understanding how to support and grow large client relationships in a competitive global market. Through case studies and industry practices, BBSMIT ensures students get a solid foundation in managing accounts with professionalism, planning, and cultural intelligence. This serves as the perfect start for anyone aiming to step into international sales and account management roles.
Here, students explore the specific duties of a global account manager. You’ll learn about managing cross-border clients, delivering consistent service, and coordinating with internal teams. The module focuses on understanding different client needs, setting expectations, and managing business objectives on a global scale. At BBSMIT, practical role-plays and simulations are used to help students grasp real-world challenges and responsibilities. By the end of this module, learners will understand the key functions that contribute to successful global account operations.
Managing accounts globally involves knowing how each client’s business is structured. This section trains you to analyze client hierarchies, identify key decision-makers, and understand organizational reporting lines. You’ll learn how large enterprises structure their departments and how to navigate those levels for effective communication. BBSMIT teaches practical mapping techniques and real-time scenarios to make these concepts easier to grasp. This knowledge helps professionals engage with the right stakeholders and drive stronger business relationships.
This module covers the use of CRM (Customer Relationship Management) tools like Salesforce, Zoho, and HubSpot to monitor and manage client interactions. You'll learn how to input, update, and analyze client data; track sales activities; schedule follow-ups; and maintain detailed client records. BBSMIT provides hands-on experience in working with CRM dashboards and reporting systems to develop job-ready technical skills. Efficient CRM usage helps streamline global account processes and improve relationship management across international clients.
How a client is onboarded can influence the outcome of your relationship. Students will learn here how to handle the first contact with a client, collect the important documents, set up an initial meeting, and give a tour of the product or service. BBSMIT stresses that new employees are smoothly welcomed and are made aware of what to expect in their new roles. You’ll find out how to share policies, deadlines, and the amount of service expected. Good onboarding keeps clients satisfied and helps you retain them, so it’s important for the success of your global accounts.
Effective communication is key to global account success. This section teaches how to draft professional emails, conduct client calls, and respond clearly to queries. You’ll learn business tone, clarity, and follow-up techniques. BBSMIT provides real-world examples and role-plays to help you build confidence and fluency. You’ll also explore best practices for email formatting, call scripting, and maintaining consistent communication. These skills enhance your ability to deliver value, solve problems quickly, and maintain client trust. Whether it's resolving issues or updating account progress, strong communication ensures smoother relationships and better results with international clients.
Managing clients globally requires sensitivity to time zones and cultural nuances. This section teaches how to schedule meetings across regions, communicate respectfully, and understand cultural expectations. You’ll learn the impact of time differences on client responses and how to avoid delays. BBSMIT emphasizes global business etiquette and introduces tools like time zone converters and cultural intelligence guides. By preventing misunderstandings, this training strengthens cross-border ties. You’ll practice adapting your communication style and work schedule for different countries, making you a more effective and respectful global account manager.
It is very important to keep an eye on how your accounts perform. Here, you will find methods to observe your sales pipelines, measure revenue growth, and determine how profitable your accounts are. You’ll be introduced to CRM dashboards, spreadsheets, and analytics software. This program gives you roles in understanding your financials, spotting chances to upsell, and finding weaknesses in performance. With them, you can keep your clients informed financially and use them for internal reports. You can make better decisions about how to spend resources if you regularly monitor your incoming funds. Through actual hands-on practice, you will be able to link the company’s marketing goals with strategies, supporting ongoing company expansion.
You will discover how to gather, present, and analyze sales data here. You will create sales reports that point out your team’s achievements, trends, and what they aim to achieve moving forward. BBSMIT gives you Excel and CRM lessons so you can estimate how your sales figures and transactions will change. Clear visuals, accurate reporting, and reports tailored to the client's preferences are crucial. These reports give key information that helps senior management, internal teams, and clients measure achievements and prepare for what’s next. You’ll also practice setting goals and following your progress so you can see challenges ahead and propose helpful strategies.
To maintain high service quality, you must understand the terms and SLAs specified in contracts.This course will teach you how to understand, track, and manage client contracts. You’ll find out what SLAs deal with, including results expected, schedules, and any charges for delays. BBSMIT helps you become skilled in using SLA monitoring, contract designs, and compliance processes. Additionally, you will discover how to locate contract renewals and upgrades. With strong SLAs, clients get the benefits they are promised, and risks are also reduced. Using this knowledge, you’ll be the trusted point of contact for both clients and legal teams during the project’s execution.
Disputes and increases in tensions cannot be avoided. You will learn techniques for addressing complaints, recognizing the problems behind them, and finding practical solutions. You will discover the best time and approach for raising issues within your team and how you should act in stressful discussions. Through BBSMIT, students gain emotion management and problem-approach skills through scenarios and role-playing. You’ll find out how to clearly register escalations and remain in contact with your clients. When you work out conflicts, you preserve the confidence others have in you, make your bonds stronger, and protect your future. Through this module, you will stay calm, objective, and focused on solving your client’s needs.
Building effective proposals and quotations can greatly help a business grow. Throughout this section, you will discover how to make thorough proposals considering client needs, how large the project is, the costs involved, and the things customers will receive. The site gives you lots of templates and real examples to help organize your documents correctly. With this training, you will also discover how to draft and send price estimates. Proposals that are clear and accurate mean you are more likely to succeed in gaining new businesses and increasing the services you offer. Through this module, you develop your negotiation, writing, and formatting skills, ready to present attractive offers customized for every client.
Keeping existing clientele is more profitable than acquiring new ones. The module introduces ways to handle contract renewals and suggest more services to your clients. You’ll discover how to follow the time left on your contracts, arrange for renewals, and recommend additional services. BBSMIT encourages strategies that are focused on the client, consider problems faced, and highlight the benefits to get the most value. You will learn how to use CRM tools to notice renewals and discover new ways to encourage your customers to purchase more goods. When you invest in this training, you gain recurring income and build better client connections by always adding more value.
Having good client relationships leads to ongoing success. In this part, you will understand the importance of checking in regularly, getting feedback from teams, and making all interactions worthwhile. You’ll be taught how to engage clients differently, celebrate their successes, and keep in regular contact. Relationship-mapping tools and customer success approaches are presented as part of BBSMIT. When you develop real connections, both churn and client satisfaction will improve. This module helps you move beyond being only a service provider to becoming a key advisor, increasing your worth for your clients and your organization.
If a company can retain clients, they will consistently earn more. Here, businesses will find advice on loyalty programs, conducting surveys, and evaluating services. You’ll know how to identify the first signs of someone considering churn and handle these before it happens. Through BBSMIT, you will learn to develop strategies for memory marketing and to put plans for customer success into action. You’ll also understand how studying your competitors can help you keep your clients. Using these techniques can guarantee large sales, reduce interruptions, and strengthen your client’s trust in your company.
Many account managers team up with people from sales, operations, support, and finance. Here, you learn how to team up with other departments to help clients feel satisfied. You will learn how to divvy up responsibilities, express what you want and need, and see interdepartmental actions through to completion. BBSMIT gives you opportunities to act as the link between project teams. You’ll improve your leadership, responsibility for your actions, and ability to cooperate well with others. When a team works together efficiently across departments, it allows projects to be completed on time, lessens confusion inside, and results in better client results.
Data tells the story of account performance. This module teaches how to collect, analyze, and interpret account data to make smarter decisions. You’ll use Excel, BI tools, and dashboards to understand patterns in sales, service, and client behavior. BBSMIT provides case-based training on turning insights into action plans. You’ll learn to create reports that support strategic planning and client conversations. With data literacy, you’ll identify risks, highlight wins, and propose evidence-based solutions that impress clients and leadership.
Client meetings must be structured and result-oriented. This section covers planning agendas, scheduling across time zones, conducting virtual meetings, and documenting discussions. BBSMIT teaches you to write effective MOMs (minutes of meeting) and use tools like Google Meet, Zoom, and MS Teams. You’ll practice time management, stakeholder coordination, and professional follow-up. This training ensures you’re always prepared and that client expectations are clearly understood and documented, minimizing confusion and improving service delivery.
Client satisfaction and good cash flow are guaranteed by effective billing. This section teaches how to raise invoices, track payment cycles, handle disputes, and coordinate with the finance team. You’ll learn to use billing tools, manage documentation, and maintain transparency in transactions. BBSMIT emphasizes professionalism and accuracy in payment follow-ups and reconciliation. Through real-world scenarios, you’ll gain skills to manage financial interactions smoothly, ensuring timely payments and maintaining a trustworthy relationship with clients.
Client feedback helps you improve and innovate. This module teaches how to design effective surveys, collect insights, and act on suggestions. You’ll explore different feedback channels and analysis techniques. BBSMIT trains you to respond to feedback—both positive and negative—with professionalism and solutions. This program helps you maintain high service quality and demonstrate a commitment to continuous improvement. You’ll also learn how to use feedback to predict client behavior and guide strategic decisions for account growth.
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