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Account Growth Strategy: What it is and How to Use it

Arpedio

Defining Account Growth Strategy Account growth strategy refers to the systematic planning, execution, and management of approaches aimed at expanding your existing client base, increasing revenue, and improving customer satisfaction.

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6-Step AI Transformation Workshop 

OnStrategyHQ

From supply chain optimization to Large Language Models and predictive analytics development, AI offers new ways for organizations and businesses to gain a competitive edge, improve efficiency, and change how they create value. ” This exercise encourages employees to identify areas for improvement and potential time-savers.

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Customer service plan template, tips + how-to guide

Zendesk

Delivering excellent customer service can drive revenue, increase customer retention , stimulate business growth, and improve customer satisfaction. It gives agents clear instructions, helps your business understand customer needs and where to allocate resources, and provides insights for continuous improvement.

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2023 Guide To White Space Analysis

ProlifIQ

Who continues to spend more money? Operations, strategic account management teams, and sales should work together to analyze and identify the accounts that are most likely to spend more with your business. Second, white space analysis can help companies improve their relationships with key accounts.

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A Gap Analysis Template to Outline How You’ll Win

OnStrategyHQ

However, for a more basic template, continue reading the steps below and follow along with the guiding questions to create your own gap analysis. While these assessments may unearth several areas of improvement, it is best to only focus on at most five at a time. When can we expect to start seeing improvements?

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Why fintechs need to deliver superior digital customer service right now

Zendesk

Gaining and preserving the trust of consumers, merchants, partners, and others with robust risk management and internal controls is critical to the success of fintechs. For example, a company may have built out its own FAQ page, which is costly and hard to maintain. Adam Howell, customer operations manager at Latitude Financial.

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6 Useful Resources to Help Scale Customer Success

SmartKarrot

Onboarding Playbook: An Onboarding Playbook is a valuable guidance book for new customer success managers. This guide/ playbook may include troubleshooting guidelines, Frequently Asked Questions (FAQs), and contact details for the product experts. There are a few different types of customer success playbooks: 1.