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:
- Don’t affect your opportunity (sales) pipeline.
- Allows you to plan for any potential resources issues.
- Provides ample time to build a strategy to win.
- Identifies any potential revenue to backfill any revenue shortfall.
- 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.