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Funding Announcement Sales Prospecting: How to Turn New ...

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  1. Over-automating the play “Keep the first-touch message personalized for high-value accounts.” Ignoring existing account history

    In Personalization prioritization

  2. The SLA should include: “Account research completed” Buying committee identified

    In Agency deliverables and SLAs

  3. Over-automating the play “Automate discovery, enrichment, routing, and task creation.” Ignoring existing account history

    In Workflow automation

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