CRM & Customer Relationship

Discovery Plan

The discovery plan is a questioning tool used before and during a sales meeting to better understand the client’s needs. Depending on the products being

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Marketing personalization

Personalization techniques are widely used in marketing to tailor communication to specific customer needs. Personalization involves incorporating variable elements such as address, name, and other

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Customization platform

A personalization platform is an online IT tool that allows marketing offers or content to be tailored based on available information about customers or visitors.

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Personality

Some models seek to classify customers based on their persistent psychological characteristics, which define each individual uniquely.

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Offshore platform

An offshore platform is a contact center or customer service center located in a country where labor costs are lower. These platforms are often established

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Budget loss

A communications agency faces a difficult situation when, after several years, it loses the account of a client it had faithfully served. This loss of

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Small business

From the consumer’s perspective, small businesses typically refer to small shops located in residential areas with a limited local clientele. More broadly, small businesses encompass

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Business breakfast

At daybreak, the business breakfast presents itself as a morning version of the classic business lunch. This event is organized by a company that invites

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Listening phase

At the beginning of a sales meeting lies the crucial phase of attentive listening. This is when the salesperson steps back to listen carefully to

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Discovery phase

The sales meeting begins with the discovery phase, where the salesperson observes, listens to, and asks questions of the client to identify their needs and

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