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Navigating the customer life cycle has never been easier.
Making sales can be tough! And activating & keeping sales can be even tougher!
With the launch of Eagle, following and tracking the sales cycle from the initial opportunity pre-sale, all the way through post-sale ordering & retention, becomes critically important!
Utilize our sales stage playbooks for learning and resources around the education, execution & expectations within each sales stage!
The Customer Life Cycle
Identify & Qualify Prospects
Deciding what businesses to call on and which ones warrant your time and energy can be tough!
Fortunately, with the combination of a strategic approach & powerful tools & technology, prospecting & qualifying new business can be much easier than you'd think.
Check out the resources below, and learn the in's and outs of tools, approaches & strategy such as AdMall & our in-house insights dashboard.
The Customer Life Cycle
Prepare, Research & Engage Customer
Alright, you've found a great prospect. But, what now? How do you reach out to them and secure a meeting? What can you use as ammunition to capture their attention?
Click below for valuable tools & resources.
The Customer Life Cycle
Discovery: Needs Assessment
You've got the meeting! But what questions should you ask? How do you ensure you're finding out information that will put together the BEST possible proposal?
Click below for valuable tools & resources.
The Customer Life Cycle
Create the Proposal
Based on the outcome of your needs assessment, more often than not, you will use Vision as the means to build your proposal!
But if the potential budget and complexity reaches a particular threshold, you are able to utilize our in-house team of Client Experience Managers to work together to build your proposal!
The Customer Life Cycle
Present the Solution
Alright, it's game time! Presenting solution recommendations to a client can be stressful.
Click below for valuable tools & resources.
The Customer Life Cycle
Close & Contract
You did it. You made the pitch. But what if they have objections? What if they want something slightly different? What if they want it all?! Now, what?
Click below for valuable tools & resources.
The Customer Life Cycle
Prepare for Onboarding
You made the sale! Congrats! First step...what do you need from the client or to build based on what you've sold?
Some campaigns can benefit GREATLY from specific tracking mechanisms in place, which may mean a few things on your end. This can be a tricky step.
Click below for valuable tools & resources.
The Customer Life Cycle
Order the Campaign
Now, it's time to order the campaign. Not only for billing purposes...but also potentially for fulfillment as well! This can be a tricky step.
Click below for valuable tools & resources.
The Customer Life Cycle
Review & Optimize Performance
Proving performance to clients can be stressful and tricky, but when done correctly and managed properly out of the gate...can be one of the most rewarding feelings as a seller! It is also the most critical component for knowing how to optimize, retain & upsell campaigns.
Click below for valuable tools & resources.