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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

Dec 31, 2024, 4:30 PM – 5:00 PM EST

Zoom® meeting

Session Information

Capture Key Insights: Fuel Ongoing Support

In this , you will learn how to effectively capture and document key insights to fuel ongoing support and enhance the Buyer relationship.VirtualSellingX™ Free Sales Training Session

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.TAKEOVER™ Tabulate

Key Learning Points:

  • ; Learn the best practices for documenting Buyer information in the CRM and other records.Effective Documentation

  • ; Understand how to utilize TAKEOVER™ Tabulate to capture key insights and inform the ongoing Relationship journey.TAKEOVER™ Tabulate

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