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Every Deal - Coggle Diagram
Every Deal
5 Prong
Partners - KPMG, BDO, PwC
Steps
Reach out to Alliance Assist email
Provide background on deal
Salesforce
Alertmedia
Community
Rugs Invite
Customer Spotlights
Recorded
Upcoming
Community Exchange
Webinar
Events
DRJ, DRI, CIMC
Social Event
*
In Person
Virtual
Customer Reference
Steps
Use Customer Success Dashboard of Clients
Reach out to rep using template