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2025 Digital OneNote & PDF CRM Toolkit
Original price was: $49.99.$39.99Current price is: $39.99.
The first page features a Client Board where you can include key information like account name, contact information, and notes. It’s important to outline why you are interested in a customer. When you discover a true interest with the customer, such as believing in their product or their leadership, that is going to encourage and motivate you to want to be a partner of theirs.
The Client Board also features six different containers to help the sales process, including:
- Prospecting
- Qualifying
- Pitch
- Value Proposition
- Why Buy
- Objectives
Description
Customer Relationship Manager Toolkit
A Customer Relationship Manager for digital planning professionals. This digital notebook is available for OneNote and PDF Annotation App users (Samsung Notes, GoodNotes, Penly, Notability, reMarkable, SuperNote and any PDF Annotation App.
This product is included FREE in the Key2Success Executive and Complete Planner.
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