Conduct Relationship Development Planning
sd Conduct Relationship Development Planning
:Session Dialogue
:Customer Relationship
Management
Conduct Periodical Customer Analysis
Prepare Relationship Development Plan
:Party Lifecycle
Management
:Customer Behavior
Insights
:Customer Event
History
:Party Routing Profile
:Customer Product And
Service Eligibility
:Lead and Opportunity
Management
Verify Retail Customer
Determine Customer Qualification
Retrieve Customer History
Update Party Routing Profile
Discuss Profile and Goals with Customer
Re-Assess Eligibility for Additional Products
Create Opportunity
:Customer Products and
Services
Get Current Products