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Managing Enterprise Accounts: Pre-Call Planning

Managing Enterprise Accounts: Pre-Call Planning

Prime 5.0

Created by   HSI - Health & Safety Institute

Category   Business   >   Other

Duration 5 minutes
Audience Employees

Description

You want to get to know your customer as well as you can before you actually meet them. That takes time, effort, and knowing how to do your homework. In this course, we'll talk about where to look to track down pre-call customer data. This includes utilizing your CRM and researching customers online. We'll also go over determining your objectives for the call, creating a call agenda, and knowing who to include on calls.

Languages

English

Details to know

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HSI - Health & Safety Institute

Making the Workplace Safer and Smarter
HSI (Health & Safety Institute) is a recognized leader in Environmental, Health and Safety (EHS) and workforce development software, training, and compliance solutions.
HSI is your single-source partner for EHS, Compliance, and Professional Development solutions. HSI provides integrated e-learning content, training solutions, and cloud-based software designed to enable your business to improve safety, operations, and employee development. Across all industries, we help safety and technical managers, human resources, first responders, and operational leaders train and develop their workforce, keep workers safe, and meet regulatory and operational compliance requirements. We are a unique partner that offers a suite of cloud-based software solutions including learning management, safety management, chemical SDS management, and more, integrated with our content and training so businesses can not only monitor and manage multiple workflows in one system, but train employees via one partner.
Managing Enterprise Accounts: Pre-Call Planning
Price per license
$4.95
No. of licenses
Total
$4.95
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