Hey Will,
Thanks for getting back to me.
- Have you assumed this or “micro-closed” / this has been agreed with by the client – plans to co-term with his new CRM licence.
Next steps have already begun.
- Trial in place
- No issues once the trial is completed in 5 days we move forward to a 3 month poc – go-live
- 3 months success will mean further commitment to align with exiting CRM provider
What does your buyer consider a successful outcome?
Great point, his success will be measured on reducing his current teams workload / managing more with less team members by leveraging AI – reducing aht per customer interaction / streamlining operations in call center / using AI to generate prompts and answer customer queries / save money.
Optimal ownership on my end for a win-win
Ideally understanding what level of control I should expect to have or push for with the partner – what’s the right balance, if any.
We offer a SaaS solution and our position in our industry is strong, with a number of partnerships already in play, even though we may be small, punching above our weight we have a really good rep.
