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CRM Customer Hub
Give account teams and clients one place for activity, files, and next steps.
What you'll learn
- Internal notes, scores, and next-best-actions stay in the CRM.
- Stage, owner, and next meeting can sync.
- The quarterly pack lives in the hub: agenda, last actions, and the deck.
- The client should see who is accountable.
- Portal copy is short, dated, and specific.
Course content
5 lessons
- 1. CRM is for sellers, the hub is for clients
- 2. What to sync and what to hide
- 3. Files for the QBR
- 4. One owner per account
- 5. Write like a colleague
Description
CRM screens are for sellers. Clients need a calmer hub: open items, files, and who to contact.
We design a customer hub that reads from the CRM without exposing every internal note.
You will decide which fields sync, which stay internal, and how a QBR pack is shared through the portal.
We design a customer hub that reads from the CRM without exposing every internal note.
You will decide which fields sync, which stay internal, and how a QBR pack is shared through the portal.