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Capture Key Insights: Fuel Ongoing Support
Capture Key Insights: Fuel Ongoing Support

Tue, Dec 31

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Zoom® meeting

Capture Key Insights: Fuel Ongoing Support

Learn to document all necessary information for CRM and buyer records.

Live, Instructor-Led Training

2 more dates

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.
  • Enhancing Buyer Support; Discover techniques to use documented information to fuel ongoing support and maintain strong Buyer relationships.
  • CRM Integration; Master the art of integrating captured insights into the CRM for seamless access and use by the entire sales team.

This session is brief but focused, designed to improve your Virtual Selling skills, ensuring you can capture and utilize key insights to support the Buyer effectively.

Improve your ability to capture key insights and fuel ongoing support by mastering TAKEOVER™ Tabulate!

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