Project Description


CRM for Account Management

Learn how CRM can help you get the best from your Account Management Team:

  • Why you need a commonly understood Account Management process
  • An example of an Account Management process
  • Account planning
  • Transaction history
  • Upsell/cross-sell opportunities
  • Managing renewals
  • Customer Care processes
  • Tiering your customers – should you do that and why
  • How to best use Red/Amber/Green traffic lights system
  • Customer surveys

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