In today’s intensely competitive benefit plan market, getting your teams aligned creates a dramatic competitive advantage. When your Product, Sales, Implementation and Relationship Management teams collaborate and share information, you increase the value you can offer your client as a plan provider – which in turn improves satisfaction and loyalty.

In our new exclusive Whitepaper, Aligning Sales and Service Teams to Maximize Client Value, you will learn how to:

  • Give your Product Managers more time – and free them up to work on strategic initiatives and develop products and services proven to resonate with customers.
  • Enable your Sales team to engage in a more consultative, prescriptive process that improves customer satisfaction, plus how to ensure a smooth handoff to implementation.
  • Help your Implementation teams combine crucial data with collaboration tools and a well-governed process to ensure smoother, faster client launches while keeping costs in line.
  • Empower your Relationship Managers to become more trusted advisors to their clients, gain credibility, drive more repeat business and reduce churn.

To download the whitepaper, please complete the form on the right side of the page.

White Paper: Aligning Sales and Services Teams

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