Identifying Customer Initiatives

Identifying customer initiatives is critical aspects in managing your key accounts. They allow you to plan, allocate resources and track pre-pipeline revenue. Strategy Mapper allows you to identify, track, assign and manage every customer initiative proactively in Salesforce.

5 Benefits of Identifying Customer Initiatives:

1. Don’t affect your opportunity (sales) pipeline.
2. Allows you to plan for any potential resources issues.
3. Provides ample time to build a strategy to win.
4. Identifies any potential revenue to backfill any revenue shortfall.
5. Keeps you ahead of your competition.

In the video you will see how using Strategy Mapper it’s easy to capture, update, track and assign contacts to a customer initiative.

This video is the third, in a nine part video series, each video is under 4 minutes long. We recommend you watch them in order one through nine.