Account Planning, Client Onboarding and CRM

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Account Planning

Client Onboarding

CRM

Single Customer View: What it is and why you need it

Insightly

FEBRUARY 18, 2022

CRM and customer data. 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.” . Behavioral data. Support tickets.

CRM

CRM Decision-making Client Onboarding Customer Experience

Key Account Manager vs Sales Manager: Navigating the World of Digital Key Account Management

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

Key Account Management Account Management Digitalization Sales Management

Strategic Accounts Today

Single Customer View: What it is and why you need it

Key Account Manager vs Sales Manager: Navigating the World of Digital Key Account Management

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