Everything else
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Account Plan Template (Please download this fillable form and do a “save as” for each customer.)
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Download the CS Company Directory (updated 6-17-24)
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We partner with businesses to help them leverage Equifax solutions to make critical decisions with greater confidence.
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Download Customer Service Contacts (last updated 5-19-23)
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*links on the PDF are clickable for your convenience.
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It is critical that we be strategic about the events we attend and intentional about the ROI we receive from the investment of resources. In addition to the financial expense, this is time spent outside of your daily sales efforts; we want to maximize these opportunities to close deals.
Please complete the form within 5 days of the event. The survey will take approximately 5 minutes to complete.
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Access Shared Testimonials Workbook (Update “Master” tab only)
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Get Kevin Thompson’s Tips for Booking Sales Meetings (Internal Only)
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“You have reached the voicemail of [your name], with Confluent Strategies, a Sales Agent of Equifax. Please leave your name, number, and a brief message after the tone, and I will get back to you as soon as I can. You may also send a text message to this number to receive a more rapid response. Thank you for calling.”
2021 Alternate Telephone Greeting – For Vacation and Extended Leave
“Thank you for calling Confluent Strategies, a Sales Agent of Equifax. You have reached the office of [your name]. I will be out of the office [dates] and will not be able to respond to messages. However, your call is important to me. Please contact [name/department] at [email or phone], or email me at [email address]. Thank you and have a great day.”
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Their goals are our goals- help them reach them!
Whether they want to increase market share, grow profits, improve customer loyalty, or mitigate risk, we can provide solutions to help them meet their goals.