With clear to-dos instead of last-minute stress
Many annual meetings with clients are scheduled for the new year. Marketplace Dashboard This helps you prepare efficiently during the stressful time of year. Two areas are particularly interesting in this regard: the customer overview and the sales opportunities.
In the Customer overview At a glance, you can see which services the customer is using and which ones are still missing. This forms the basis for targeted advice.
In the Sales opportunities You'll find a list of all affected devices with specific next steps. You can implement the recommendations directly, reduce downtime, and increase customer satisfaction. This way, no money is wasted, and your customer receives sound advice.
Our suggestions for your annual review:
- 1. Customer overview Open and check the usage status per customer
- 2. Note the gaps that should be filled.
- 3. Sales opportunities process and document measures
- 4. Get off to a great start in the annual review
Are you still struggling with the topic of your annual performance review? Let's discuss the first one together. Friday round in December (05.12.25 between 1 p.m. and 2 p.m.) to discuss best practices for annual review appointments as a sales tool.
You can find more information in the full Release Notes in our Knowledge Base.
