Account planning step 1: How to handle information correctly ☝

Account planning step 1: How to handle information correctly ☝

Every interaction with your customers influences the perception of your company, influences recommendations for your products and services, and promotes long-term customer loyalty.

But how can you take a strategic approach to the customer journey to ensure that your customers have a positive experience and that sales figures increase?

When strategically planning the customer journey, precise information about salespeople, partners, and companies is crucial. In most cases, not enough information is initially available. This is exactly where you should start and differentiate between the information you collect:

Personal judgments vs. facts:

1️⃣Unterscheiden Make a clear distinction between what you know, what you think you know, and facts.

2️⃣Reflektieren Your judgments and your role in the planning process.

Gather information on the following points:

📌Customers – which customers are you focussing on?

📌Contact persons for your customers.

📌Network – all relevant people in the context of your products and services.

📌Value proposition of your products/services.

To optimize the collection of different types of information, you should check which tools enable the best information gathering and which resources are available to you to close gaps.

Successful customer journey planning requires clear distinctions, early insights, and effective tools.

Would you like support with your action plan? We would be happy to advise you!

⏩ www.upgradegroup.com/kontakt/ ⏪

#customerjourney #customer satisfaction #sales #data #customer loyalty