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Sales Rep or Customer Champion? How Vizient Account Teams Grow Customer Relationships with Quip Account Plans

Featured Speakers:

Anjalie Kumar Patel, Vice President, CRM Product Strategy & Management, Vizient
Jeff Skinner, Sr. Director, Analytics & Process Improvement, Vizient
Darren Rackler, Sr. Analyst - Field Experience, Vizient
Kelsey Collins, Product Marketing Manager, Salesforce


Customer relationships are the most important asset for your business. Successful sales strategy depends on nurturing relationships with existing customers just as much as acquiring new ones. Building and maintaining solid, impactful relationships requires customer-facing teams to follow standardized best practices, make timely data-informed decisions, and collaborate seamlessly to provide the customer more value.

In this webinar, hear how Vizient leverages Quip for account mapping, management and planning in order to support their members as the country’s largest member-driven healthcare performance company. Account Plans in Quip empower cross-functional account teams to capture the right customer details, relationships and insights all within the #1 CRM.

In this webinar, you’ll learn:

  • How Vizient’s Member Value & Performance team increased the efficiency, transparency and collaboration of their team’s Account Planning practices with Quip
  • How to scale account planning best practices in Salesforce across your Sales teams
  • Best practices for constructing a winning account plan template

 

Access the webinar now.

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