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You have won some business. Excellent!
What did you sell and what reference activities might the customer participate in if implementation goes well?
This is what we call win management, proactively seeking, tagging and storing all the information that will allow you to issue a press release, create a case study or any other reference activity in the future
There are two universal constants: • Sales people do not relish filling out forms • CRM systems are about products and deals, not marketing strategy
This is your pipeline of reference materials and customers to support marketing strategy and close business.
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