Insightly

FEBRUARY 18, 2022

In one of DoubleCheck’s recent new win/loss program client onboarding sessions with a midsize enterprise software vendor, the CMO stated, “We felt like the pre-sales support we received wasn’t great, so we didn’t think the solution was worth the extra price.” . 6 Single Customer View Benefits. No more data duplication.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

DemandFarm

MAY 22, 2023

By working together, they can develop strategies and plans to cater to the needs of both new and existing clients, ensuring a seamless customer experience throughout the sales cycle. After the sales team secures a new high-value client, the Sales Manager can involve the Key Account Manager to ensure a smooth handover.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

SmartKarrot

OCTOBER 19, 2022

Building a Customer Success organization that supports customers from onboarding through renewal. Creating best-in-class processes for onboarding, training, support, engagement, and business reviews. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 19

SmartKarrot

MAY 19, 2022

Lead pitches to cross-sell and upsell new channels and features that meet client needs to achieve client KPIs. Oversee client onboarding and implementation process including product, channel and partner activation, campaign launches and ad-hoc projects.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 19

SmartKarrot

JULY 22, 2021

Collaborate closely with sales, operations & data teams to ensure clean onboarding of all new self-serve customers. Manage and foster relationships with publisher account teams. Own the team retainment & growth including executive reporting and account planning.

Customer Success 10

Customer Success Onboarding Client Onboarding Publishing 10

SmartKarrot

OCTOBER 1, 2022

Work with the Talent Directors to identify client opportunities and support commercial conversations. Create account plans for your portfolio of customers, with the aim to create genuine value and maximize revenue potential. Lead complex customer onboarding projects. Creating and streamlining processes and workflow.

Customer Success 3

Customer Success Logistics Client Onboarding Onboarding 3