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CRM to Achieve Account Management Success
June 11 @ 11:00 am - 12:00 pm
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