Project Description

CRM to Achieve Account Management Success

Workbooks CRM for Sales Webinar
In this webinar John Cheney, our CEO, will share best practice approaches and review how CRM can underpin them.
  • Why you need a commonly understood Account Management process
  • How best to leverage interaction and transaction history
  • Manage upsell/cross-sell opportunities
  • Managing renewals and identify ‘at risk’ customers
  • Customer Care processes
  • Tiering your customers – should you do that and why
  • Customer surveys

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