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Report- From an existing customer base? What is best approach to identify potential customers for a new product? What could be the approach/mechanism for data collection?
- From existing customers in CRM, identify potential customer list for a new investment product- What could be best way to feed/collect the data required for achieving this.
When a new product is launched, from the above potential customer list we will be meeting the customers, we want to know the status of each of the customer from a sales cycle perspective.
What should be our approach to achieve this in CRM? I am looking for guidance to approach this business requirement
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