Spotlight Starter Overview
Becoming a Trusted Advisor
A key ingredient of becoming a trusted advisor is delivering 'value-add' services. You can do this using different cloud tools to provide insightful reporting for your clients. This video explains in simple terms how to deploy value-add advisory services across your client base – specifically, this is what's covered:
- A short tour of Spotlight's three main tools in 'action' with a focus on highlighting key differences of each.
- How to best apply Reporting, Dashboard and Forecasting tools across your client base.
- Sample reports to help engage new advisory clients.
- Sample Services Opportunity Matrix to design your advisory services.