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Empower your account managers and customer success managers to run collaborative Quarterly Business Reviews (QBRs) with Mural to drive customer growth.
Your reps and CSMs want to build trust and engagement quickly. Plus, they need to showcase customer data and insights to inspire customers to take action.
Mural transforms QBR sessions so there’s alignment right from the start. And since you’re collaborating in one visual space, you’ll keep customers engaged and involved during the meeting. They’ll leave the meeting feeling excited and ready to move forward.
Visual collaboration will enrich your QBRs and drive better outcomes for reps, CSMs, and customers. Here’s how:
Let’s be real: QBRs can be a pain in the you-know-what to plan and run. Mural helps your sales and customer success teams transform rote meetings into productive sessions. Here’s a few ways Mural can help you tackle common QBR challenges:
It’s easy to run the same old QBR session quarter after quarter. But with some tweaking, your QBRs will be more impactful so you can strengthen your customer relationships and boost your sales results.
QBRs are important for key accounts because they help your reps and CSMs maintain alignment with their clients and deepen customer relationships. They’re critical moments to check in with clients on past successes, explore challenges, and make plans for the future. With Mural, your QBR sessions become more interactive and productive, which fosters long-term satisfaction and loyalty from your customers.
If you’re using slide decks, you’re probably leading a one-sided presentation. Mural improves QBRs by providing an interactive and engaging visual workspace. This means your customers can easily participate before, during, and after the session. Unlike static slide decks, you can collaborate with your client in real time. Brainstorm ideas and dynamically adjust content to make QBR more engaging and true to your customer’s actual experience.
Using Mural, you can visually track action items and follow-ups using sticky notes for each task and kanban-style templates like now, next, later. Assign responsibilities and deadlines directly on the mural, and use features like tags and comments for accountability and to monitor progress.
Effective QBRs include a review of past performance, exploration of challenges, future planning sessions, and actionable takeaways. When run well, you’ll achieve stakeholder alignment and a focus on mutual goals, leading to increased trust and customer growth.
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