41 search results

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  Upsell Strategy, Tips, and Tricks
  Upsell Strategy Build personal relationships Rapport, rapport, rapport! A true desire to help a client goes a lot further than a magnetic personality Prepare ...
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  What if the client is already working with Epicor? Can we move that service over
  As an Epicor partner, we are not able to move an existing Epicor client’s services underneath ODM. ...
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  What should be done if a client accidentally claimed funds with another Gold Vendor or
  The client needs to contact NAPA directly to resolve the issue. Notify the AC leadership team if this occurs and ...
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  ACCOUNT UPDATE EXPECTATIONS
  Account Update Expectations Account Update Cases are addressed once a week unless communication is active, or the Account Update Case is ...
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  Content Tools
  Content Tools: Bitly - https://bitly.com/ shorten URLs when needed for post copy character restrictions Can hinder SEO value  Provides reporting on link clicks Google Marketing ...
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  Salesforce Contact Accuracy
  Confirm the clients current contacts during every Quarterly ROI Call Verify: a. Name-First & Lastb. Role/Titlec. Contact Orderd. Emaile. Phone Number (ask ...
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  2024 DAILY GOALS & EXPECTATIONS: Account Consultant – Digital Media
  Goals and expectations are set as a minimum requirement. Your success will be found when you exceed thesenumbers. These goals ...
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  Content Naming Convention
  ‘Client name from Salesforce – Facility ID found in Salesforce’ There is a space, dash, space between the two pieces of ...
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  What does the postcard fee entail? ('Promotional postcards billed directly to customer')
  $1.19 per post card billed directly to our client from Epicor ...
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  Tire Pros IO Process
  Tire Pros IO Process AC’s IO Responsibility: Once IO is received by AC: Accounting will build product(s) in SF and verify payment(s) Note if ...

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