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Customer Success

MPC
MPC
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Salesforce
Salesforce
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1. Populating KPI trackers
1.1 KPI tracker into Master tracker
2. How to use Leankit
3. How to use Salesforce
4. Monthly Call Content
5. End of CSP options
6. Dental 101
7. Customer Conversations and AvA-V structures
7.1 Kick off Call and customer Introduction
7.2 CANTMISS Framework
7.3 PPFT and Rapport Framework
7.4 Wording for speaking to VIP about KOC
7.5 Email Introduction for Kick Off Call
8. Trial shows
8.1 Oasis to Ascend Trial Shows information
9. Receiving a new order from sales
10. D4W Health Checks
11. Oasis Health Checks
12. Other PMS Health Checks
13. MPC analysis - ADD TO
14. Using Bomgar
15.1 Discussion of Recall for Support
15.2 Discussion on Reminders
15.3 Discussion on Reminders for Support
16. Discussion on Online Booking
17. Monthly Call Structure
18. Sales Methodology
18.1 Example of a D4W to Exact flip sale from BDS
18.2 Discussing Customer Success Program with a prospect
19. Conducting webinars
20. Calendly booking
21. Monthly Reporting Requirements
22. COVID-19 Bounce Back Plan

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7. Customer Conversations and AvA-V structures

Published Jan 29, 2020

7. Customer Conversations and AvA-V structures

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