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.

Why being a Trusted Advisor is so important for your client