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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:
- Time Management: Ensuring that their team members have the tools, time, and resources to get their job done efficiently.
- Organizational Visibility: Allowing access to data across the organization, making sure new hires have easy access to customer records, and setting up data-driven processes that support the CRM process.
- Data Analysis: Utilizing customer data to identify customer trends, better understand customer needs, and improve sales performance.
- Lead Tracking: Streamlining the lead tracking process at all stages of the customer journey to identify patterns and areas for improvement.
- Automation: Exploring how automation can be used to simplify repetitive tasks, increase accuracy, and save time.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Identify the stakeholder roles and responsibilities in the implementation process to optimize success.
- Discuss how the new product can provide more control of internal data.
- Understand team members' existing workflows and processes and evaluate how the new product can improve them.
- Obtain a clear understanding of the timeline and expectations the customer has for implementation.
- Gather key performance indicators that will help measure productivity improvements post-implementation.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Tactically, they have to facilitate cross-functional collaborations among their departments.
- Strategically, they need to ensure a seamless client experience when onboarding new customers.
- Tactically, they must ensure that their CRM software is up-to-date with the latest security protocols.
- Strategically, they need to anticipate and solve any potential customer pain points.
- Tactically, they must ensure customer data is managed securely and compliantly.
Building Rapport
Suggestions for an effective first call and any future calls:
- Start by introducing yourself, sharing your relevant credentials, and allowing your customer to do the same.
- Understand the customer's business needs, as well as any challenges they may be facing. Ask open-ended questions and actively listen to their responses to build a rapport.
- Share any relevant trends and best practices in the industry that might be applicable to their business. This will show that you who are up-to-date and have their best interest in mind.
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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.
