CustomerTrax CRM

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

  • Account Plan

    Account Plan is used as a part of Account Profiling (Accounts Organizational and Purchasing Profile, Partners, and Account Scorecard). The Account Plan provides a template to assess and setup next steps. Create Account Plan Creating a new Account Plan is

  • Account Scorecard

    Account Scorecard is used as a part of Account Profiling (Accounts Organizational and Purchasing Profile, Partners, and Account Plan). Account Scorecard provides a methodology for assessing where you are at and areas to improve with a customer. Create Account Scorecard

CustomerTrax CRM

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

  • Is there value in CRM?

    What is the value of a CRM? This can be difficult to answer as it ranges greatly based on the business and the fact that CRM can mean a lot of different things. However; in almost all scenarios there is

  • Identify opportunities and manage the sales process

    After identifying an opportunity, there may be many steps leading up to closing a sale. Additionally, there can be several more to deliver what is sold. One of the key places a CRM can provide value to an organization is

  • Search by territory or assignment in Target

    Coordinate your campaigns by sales territory To create a search based on territory or assignment: Select ‘add fields’ to view list of available search criteria. Choose fields. Fields are listed alphabetically. Assignments are listed under ‘Record Managers’. Territories are typically

  • Searching financial spend in Target

    Dissect past payment and financial spending to qualify your buyers To create a search based on financial spend: Select ‘add fields’ to view list of available search criteria. Choose fields. Fields are listed alphabetically. The financial fields will be appended with ‘(AREC)’.

  • Searching profile data e.g. market segments in Target

    Select one or more Market Segments to focus your communication by industry To create a search based on markets segments and account profile info: Select ‘add fields’ to view list of available search criteria. Choose fields. Fields are listed alphabetically.

CustomerTrax CRM

Category: Content
Type: Blog Article

Generated 4 months ago

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