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    Renewal Scenario: Faisal Boukhari

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    Faisal Boukhari Rodriguez
    This document outlines the renewal process for an existing Alfresco customer account. It involves introducing Alfresco and the renewal process to a new contact, providing an overview of the company and solutions, discussing the customer's engagement and goals, and establishing how the account manager can help meet objectives through advocacy, execution assistance, and regular check-ins. The process also looks to create additional value through potential up-sells or cross-sells that benefit both the customer and Alfresco.

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    Renewal Scenario: Faisal Boukhari

    Uploaded by

    Faisal Boukhari Rodriguez
    11 views9 pages
    This document outlines the renewal process for an existing Alfresco customer account. It involves introducing Alfresco and the renewal process to a new contact, providing an overview of the company and solutions, discussing the customer's engagement and goals, and establishing how the account manager can help meet objectives through advocacy, execution assistance, and regular check-ins. The process also looks to create additional value through potential up-sells or cross-sells that benefit both the customer and Alfresco.

    Original Description:

    Presentation Alfresco

    Original Title

    Presentation Alfresco

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    This document outlines the renewal process for an existing Alfresco customer account. It involves introducing Alfresco and the renewal process to a new contact, providing an overview of the company and solutions, discussing the customer's engagement and goals, and establishing how the account manager can help meet objectives through advocacy, execution assistance, and regular check-ins. The process also looks to create additional value through potential up-sells or cross-sells that benefit both the customer and Alfresco.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    11 views9 pages

    Renewal Scenario: Faisal Boukhari

    Uploaded by

    Faisal Boukhari Rodriguez
    This document outlines the renewal process for an existing Alfresco customer account. It involves introducing Alfresco and the renewal process to a new contact, providing an overview of the company and solutions, discussing the customer's engagement and goals, and establishing how the account manager can help meet objectives through advocacy, execution assistance, and regular check-ins. The process also looks to create additional value through potential up-sells or cross-sells that benefit both the customer and Alfresco.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 9

    Renewal

    Scenario
    Faisal Boukhari

    Case
    New contact at an existing customer account.

    Introduce Alfresco, my role, and outline


    the renewal process.

    Overview
    Company
    Alfresco Solutions
    and what we are doing for the client.

    Engagement
    Initiatives, plans, growth
    expectations...
    How do they measure success ?
    What are they trying to achieve ?
    How do they want to accomplish it ?

    Engagement

    My Role / Appropriate Experience


    How, why, when can I be helping?
    Assist with execution.
    Advocate on behalf of client.

    My Role / Appropiate Experience


    Establish goals and success factors.
    Develop a plan to carry them out.
    Set checkpoints (meetings) at 30-90
    days.
    Discuss usage and how the client is
    experiencing the product.

    Up-sell / Cross-sell

    Creat a win-win situation.


    Add Value to the account.
    or solve an additional problem.
    The relationship is more important.

    Renewal
    RENEWAL

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