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SUPERION – Sales Playbook
Customer Cases
Our Support team uses the Salesforce Service Cloud to track customer support cases. All
customer support cases are now maintained on a customer case object, which is visible on the
customer account and contact records and shows the type of case, priority and status. You can
drill to individual cases for more detail.
Aging Information
The Netsuite Info section on the account indicates any Accounts Payable balances overdue. This
is important information to review prior to upselling additional products.
Prospecting Information
Business Development Representatives (BDRs) track all prospecting information by Product Line
on this related object. You can drill to or report on the information you need regarding our
prospecting efforts.
3/8/2018
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