Page 74 - Sales Playbook (2)
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SUPERION – Sales Playbook
Salesforce after a new deal is signed or a renewal is processed. A view into a customer’s assets is
in the Assets related list on an account.
Customer Assessments
The Customer Assessment section on the account is used by Account Management to capture the
Overall Account Satisfaction details, reducing a number of fields and making the information more
useful and meaningful to others.
Account Management
The Account Management custom object is where the Account Managers (AMs) capture product-
specific satisfaction information. If an account has more than one product line there will be multiple
assessments. Click on the assessment you want to view to drill to additional information and AM
notes.
3/8/2018
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