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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