This is part 2 of a 2 course series. This online course picks up where Part 1 left off and focuses on techniques for gathering the information, turning the information into intelligence, and consolidating all intelligence into credible deliverables for your organization.
It is well known that most... more
Nearly 75% of all cross-sell opportunities occur within the first 90 days of acquiring a new customer. A robust customer onboarding process enables organizations to take control, from initial enrollment through welcome kits and subsequent cross-sell and up-sell activities. To succeed, organizations... more
A detailed analysis was done on 200 organizations to figure out what drove them to select certain intelligence programs and dive into their assumptions regarding those programs. Some of those assumptions turned out successful and some turned out disastrous. The organizations ranged from small to... more
Implementing any intelligence program can be very tricky given the variables that each and every organization faces. Most intelligence programs fail because they don’t fully think through the ramifications of not having guidelines in-place for how and what kind of intelligence to obtain. This... more
Calculating the benefits of implementing a win/loss intelligence program can be very challenging because most organizations, and win/loss vendors, don’t set it up properly. Most organizations understand that having a win/loss intelligence program in-place is something that “should” be done, they... more
Many organizations choose not to do package selections because they feel like they don’t understand all the steps required to achieve it successfully. Involving an outside vendor requires them to spend most of their time understanding your organizational requirements. The issue? Nobody knows the... more
