Digital CRM Toolkit for OneNote

Name: Digital CRM Toolkit for OneNote
SKU: 14790
Price: 29.99 USD
Availability: InStock
Rating: 5.00 (1 reviews)

Rated 5.00 out of 5 based on 1 customer rating

(1)

$29.99

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

LEARN MORE HERE

This product is included FREE in the Key2Success Business Planner.
> 2020 – 2021 Business Planner Bundle
> 2021 Business Planner

How did you hear about us?

If you could please help us understand how you learned about us.

I acknowledge the terms and conditions of the product download and have read the return policy.

Yes, excited to start digital planning.

Interested in Professional Installation

Even though we offer walk-through videos and guided steps for installation support. We understand some achievers don’t want the hassle and would rather have professional support. You can schedule a time for our team to do a remote installation on your device.

Yes, Please Sign me up for remote Installation (+$8.99)

No, Thanks I am confident in using the provided support.

Add One-on-One Training Sessions

Training sessions are conducted virtually over a zoom call. Branden will work with you to integrate the planning system into your planning workflow.