NAPA Gold Solution SOP
Gold Fund Products & Service Implementation
Client claims funds via NAPA Member Site (member.napaautocare.com)
Open Member Site > Gold Program > Gold ...
BlueTie Email – New email with Enterprise already created
Website Update is needed. Double check the subscription product in Salesforce
Login into Bluetie: https://extranet.bluetie.com/index.html?msg=sessiontimeout
Click on Enterprises on the left-hand corner ...
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 ...