Your salesforce shall be aware of who they deal with. Are they going to arrange a thank-you dinner for a VIP client? Or is the account at-risk of churn and requires to sacrifice a bit of margin to get retained?

Such valuable information can be easily integrated within your CRM system.

Yet still, how often does each salesrep check the CRM?

What can you do make sure they effortlessly get the proper information at their hands at the right time?