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The CS Ops initial everyday process: |
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Got a new account assigned to you? Here’s what to do: 🛳️ MT-CS-002: Onboarding for Learning, Compliance and Credentialing Software Accounts |
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Have any training sessions coming up? 📚 MT-CS-003-01 Learning Training |
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Has Onboarding been completed? The next step is: |
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To save and expand our customer relationships: |
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In a pinch with an account? Here’s what to do: |
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For all admins that want to recommend us: |
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If your account has a Premium service level |
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Did your admin purchase an integration? Here’s what to do: |
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For SMB accounts that have the special Compliance package: |
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Does/will your account have FMC? |
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If your customers are expanding their businesses: |
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If you are going to transfer or receive accounts: |
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If your customers will leave MedTrainer soon: |
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If you’re going on vacation: |
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To know what/how/why we will evaluate: |
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Never lose track of your emails, calls and meetings again! |
