☛ Are you familiar with Salesforce.com? What other CRM software have you used?

☛ What type of reports do you create to keep track of your work? How often do you report to your manager?

☛ What are the most effective engagement techniques you’ve used to manage client relationships?

☛ This role requires contacting multiple clients on a daily basis. How do you prioritize which clients to contact?

☛ What steps do you take to convert a non-responsive customer? When do you stop trying to convert the customer?

☛ What are the key things you want to highlight when preparing presentations for clients or managers?