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First Call Custom Brief
Here are some prompts to help you better understand your customer before jumping on that first call.
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Pain Points & Priorities
Based on your inputs, these are pain points your customer may be experiencing:
- Gaining visibility into sales performance against their targets and centralizing data so it can be analyzed more effectively
- Developing and deploying initiatives to improve productivity and eliminate inefficiencies across their sales workflow
- Reducing complexity and increase collaboration among Sales and other departments to appropriately allocate resources and ensure proper execution of organizational priorities
- Providing the tools and insights necessary for the sales team to sell and close effectively, understand customer requirements, and analyze customer data
- Accelerating decision making by providing Sales with a 360 degree view of customers, and insights into their buying journey
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Objective: Understand the current workflows and processes that the customer has in place. Key Result: Gather a comprehensive picture of the customer’s setup and processes.
- Objective: Obtain insight into the customer’s current pain points. Key Result: Identify opportunities for improvement powered by the SaaS platform.
- Objective: Determine the customer’s priorities for improving their setup. Key Result: Establish an actionable timeline for improvement initiatives.
- Objective: Assess the customer’s existing technology landscape. Key Result: Develop a comprehensive assessment of the customer's existing systems.
- Objective: Outline any potential challenges that will complicate implementation Key Result: Pinpoint any potential issues that could create roadblocks for the customer before we can launch.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Integrate Software solutions and processes with existing tech stack to increase efficiency and collaboration
- Develop strategies to increase visibility of Software implementation and utilization within the organization
- Design effective user experience guidelines to ensure successful adoption of Software solutions
- Align user behaviors and expectations to organizational goals to ensure everyone is pulling in the same direction
- Identify opportunities to streamline processes and scale operations
Building Rapport
Suggestions for an effective first call and any future calls:
- Look through past notes about my customer and their account to build a better understanding of the challenges and goals they have for their organization.
- Do research about the customer's industry, common pain points, and best practices in the Software industry for Enterprise Planning.
- Align myself with the customer's goals and listen for opportunities to provide value and solutions that satisfy their needs.
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The content in this report was generated by ChatGPT. Recommendations may occasionally include incorrect information, harmful instructions, and/or biased content.
