Collecting Customer Information

Collecting Customer Information

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All the sales team needs to do is make sales, right? Then it’s up to the customer success team to take it from there. Well, not exactly. To give customers a great experience, the customer success team needs information. And the sales team is in a great position to collect that data and pass it on. But unfortunately, sometimes that doesn’t happen.

Sales reps need to know how to collect and document the right customer information. They can then share that data with the customer success team before the customer handoff. The more information collected at the beginning of the customer relationship, the smoother the customer’s transition will be from the sales team to the customer success team.

By the end of this course, you’ll be able to:

• Explain why collecting information drives customer success
• Identify what data needs to be collected for good customer success
• Follow best practices for sharing customer information between the sales and customer success teams

Why take this course?

To deliver customer success, the sales team first needs to gather information from customers. This course is for customer success representatives, as well as sales representatives, executives, and managers. You’ll find out why collecting customer information is so important, what type of information you need, and how best to share it between teams.

10 mins | SCORM | Takeaway Tasks
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