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:

• Prospecting
• Qualifying
• Pitch
• Value Proposition
• Why Buy
• Objectives

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