marketing@askmonroe.com

17 Feb 2021

2021 | New to You Program

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New to You Program| Overview
• Showcase unique product from each one of our Product Centers of Excellence (PCOE).
•Allows us to learn more about the products that we offer and introduce our customers to something new.

New to You Program| Training
• Online Course to be completed
• Live training to follow

New to You Program| E-Blast
• Email will be sent to your customers with information on new products along with links back to our website.
• Spreadsheet showing who has opened and clicked on links will be available to know which customers have engaged with the information.

New to You Program| Follow Up
• We must follow up with our customers to ensure they received this information
• Create a CRM Action with Action Type “New to You”
• Great opportunity for open discussion, not just about the information they received, but any new opportunities they may be working on
— What projects are your working on?
— Will you need any more of XYZ products we provided in the past?
— Did you know that we now carry XYZ?
— Are you experiencing any issues? How can we help?
• Great way to build relationships with your customers!!!

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