Cross-Teams Alignment Process: From Prospect to Customer

Utilize this template to learn what are the actions that should be taken by each department in the customer interaction process - direct or indirect, from the sales process all the way to a happy renewed account.

Contributed by:
Delia Visan

Processes & programs

Delia Visan has 14 years of experience in customer-facing roles. certified Customer Success Manager, career counselor and Trainer. Worked in industries such as: Healthcare, IT, On-demand, PropTech; for companies such as Oracle, Microsoft, Wipro, Glovo and Bright Spaces

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Utilize this template to learn what are the actions that should be taken by each department in the customer interaction process - direct or indirect, from the sales process all the way to a happy renewed account.

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