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Digital CRM Toolkit for OneNote
$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
This product is included FREE in the Key2Success Business Planner.
> 2020 – 2021 Business Planner Bundle
> 2021 Business Planner
Description
A Customer Relationship Manager for digital planning professionals. This digital notebook is available for OneNote users.
This product is included FREE in the Key2Success Business Planner.
> 2020 – 2021 Business Planner Bundle
> 2021 Business Planner
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Have not learned the hang of this yet, but it looks helpful.