Tribal Knowledge

Tribal knowledge… it doesn’t work that well anymore.

It’s never been more important to utilize our CRM and playbooks to track customer engagement and health.

Those who had this nailed before the CV crisis are now reaping the benefits.

But it’s not too late for those who didn’t.

Most of the tools we have are flexible and configurable for the task at hand. What’s more difficult is convincing your org to change.

Interested to hear how you are leveraging your existing tools (salesforce, cs platforms, etc) to increase visibility into customer relationships right now?

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