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Which of the following is NOT a best practice for stakeholder calls on the topic of platform auditing?

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May 1, 2023

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Which of the following is NOT a best practice for stakeholder calls on the topic of platform auditing?

Center the conversation around the business process
Center the conversation around their specific CRM product
Ask specific questions to get to technology-business impact
Conclude with data-supported recommendations

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True or False? It is ideal to have all technology stakeholders and billing owners at your client’s company join your platform conversations.

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Scenario: You’re discussing platform goals with your prospect for the first time, and they suddenly start expressing doubt about some of the ideas you’ve suggested. While it seemed like they were initially excited about cancelling unnecessary SaaS app subscriptions, they’re worried about the downstream impact on their business. How do you reassure them and avoid derailing your discussion?

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