Tue, Dec 31
|Zoom® meeting
Capture Key Insights: Fuel Ongoing Support
Learn to document all necessary information for CRM and buyer records.
Live, Instructor-Led Training
Dec 31, 2024, 12:00 PM – 12:30 PM EST
Zoom® meeting
Session Information
Capture Key Insights: Fuel Ongoing Support
In this VirtualSellingX™ Free Sales Training Session, you will learn how to effectively capture and document key insights to fuel ongoing support and enhance the Buyer relationship.
TAKEOVER™ Tabulate is the Action of documenting all appropriate information for the CRM and other Buyer records which will inform the new Relationship journey. This training will provide you with techniques to ensure that every critical detail is recorded accurately, supporting a smooth transition and continued engagement with the Buyer.
Key Learning Points:
Effective Documentation; Learn the best practices for documenting Buyer information in the CRM and other records.
TAKEOVER™ Tabulate; Understand how to utilize TAKEOVER™ Tabulate to capture key insights and inform the ongoing Relationship journey.