01 / Prepare for a customer meeting
The opportunity is in the connection.
Three pieces of information about the same customer:
- CRM Customer Noordlicht
- An open opportunity concerns expansion to a second location.
- ERP Order history
- From 100 to 130 units per quarter: a 30% increase in volume.
- Outlook Email & calendar
- A customer meeting tomorrow. The customer has emailed to ask about delivery to two addresses.
ThinkBox context: the customer record, orders and email addresses belong to the same organisation.
I am meeting Noordlicht tomorrow. What opportunity do you see when you combine our CRM data, orders and my email?
The expansion opportunity in the CRM is becoming more concrete: order volume has grown by 30% and the customer has emailed to ask about delivery to two addresses.
Discuss a proposal for both locations, including volumes and delivery arrangements, at tomorrow’s meeting. The order growth and the email give you a concrete reason to follow up the CRM opportunity.