KAM Tips & Tricks Webinar - Strategic Action Plans
- Shared screen with speaker view
Frank Nardi
24:16
Love these. Agree 100%
Frank Nardi
41:04
looks good!
Dianne Madson
42:00
can you assign tasks to others?
Dianne Madson
43:38
can we see some of the template plans
Dianne Madson
45:28
thank you
Frank Nardi
45:39
do you have reports for accounts?
rani
45:57
Can you show the voc menu once again.?
rani
47:22
I joined in bit late, wanted to know what it takes this tailored for a particular small sized organization?
rani
47:35
To have
Frank Nardi
48:34
Reports for a group of accounts health
Frank Nardi
48:47
like a report for a book of business,
Frank Nardi
48:50
Thats it lol!
Frank Nardi
48:53
haha
Frank Nardi
49:28
Sounds like the portfolio report would work
Frank Nardi
50:12
looks great!
Frank Nardi
50:51
So top 50 in revenue accounts to ensure we have action plans and solid health on them
Frank Nardi
50:56
yup!! Thanks Alex!
Frank Nardi
51:11
Perfect
Dianne Madson
51:13
is there a history that tracks improvement of metrics
rani
51:46
It has scope of adding important emails pertaining to a particular client?
rani
54:22
Thanks, yes!