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Territory Management (Campaign Management (DMP Integration, Send campaigns…

- - - - Win
        
        Kick off customer onboarding
        
        Where are we in the on-boarding process?
        
        Integration with billing, renewals, claims, payments #
      - Loss
        
        OA will continue to market so we are top of mind
        
        I've scheduled a follow-up activity in 6 months to touch base with this customer
      - Reports and dashboards show where I am to goal and activities driving my success
      - Where are my quotes?
      - Kick off the quote process
      - I would like to see a copy of the proposal we made for X customer last year
      - Reports and dashboards with hierarchy show where we are in the pipeline for business, region, territory
        
        Where do we have stalled proposals/Quotes