Digital CRM Toolkit for OneNote
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:
- Value Proposition
- Why Buy