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Account A business, customer, lead, or prospect a company engages with to sell products or services to. Today, all interactions, contact details, preferred services, and transaction histories are stored in customerrelationshipmanagement platforms (CRMs).
The information is used for call summaries, which can be automatically entered into a customerrelationshipmanagement (CRM) system and shared with sales leadership and other teams. A sales rep can quickly access important moments from a conversation rather than sorting through piles of notes.
Tools like Agentforce provide personalized sales role-plays that help reps refine their pitching, objectionhandling, and negotiation skills. Leverage modern tools Start with the basics: tools like customerrelationshipmanagement (CRM) systems, sales enablement platforms , and sales engagement platforms.
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