Managing Enterprise Accounts: Pre-Call Planning

Course overview

You want to get to know your customer as well as you can before you actually meet them. That takes time, effort, and knowing how to do your homework. In this course, we'll talk about where to look to track down pre-call customer data. This includes utilizing your CRM and researching customers online. We'll also go over determining your objectives for the call, creating a call agenda, and knowing who to include on calls.
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