Customer Relationship Manager(CRM) Interview Question:

Before preparing for a presentation to a senior member at a customer, what are the most important things to keep in mind?

Submitted by: Muhammad

Here are a few things that are extremely critical for any RM or Account Manager to keep in mind before going in for such a presentation:

1. Be absolutely clear about the pain points that you're going to address.
2. Before getting deeper in to your presentation, get a sign off from the attendees on the agenda of the meeting.
3. Be thorough in your background research of the client. This research could vary based on the stage you're approaching them in.
4. Provide a crisp and clear solution, and leave them with specific action items at the end of the presentation. This ensures they come back to you and the engagement continues.
5. Don't give away all that you have in your bag right away. Weigh your answers and ask probing questions.
Submitted by: Muhammad