SmartKarrot

JULY 16, 2020

Of the many old adages in the customer success business, one says that keeping the clients that are already using your software is way better than attracting the new ones. Client retention is all about acquiring your customers, boosting revenue, and saving up the company’s money. Because Client Acquisition speaks Money.

Acquisition 10

Acquisition Client Onboarding Customer Success Onboarding 10

Zendesk

APRIL 1, 2022

Software evaluation. CS Ops conducts monthly audits of customer relationship management (CRM) and contact center as a service (CCaaS) software to determine whether they’re still serving the needs of success and support teams. If not, CS Ops may have to vet new providers and oversee the implementation of new software.

Customer Success 97

Customer Success Logistics Onboarding CRM 97

SmartKarrot

SEPTEMBER 25, 2020

One of the ‘goes-without-saying’ best practices is communication. Be it whichever strategy you apply, it will stay incomplete when not dashed with the right virtues of communication. Contacting and communicating are necessary for success. This calls out to be one of the client onboarding best practices.

Onboarding 8

Onboarding Artificial Intelligence Brainstorming Client Onboarding 8

Liston Witherill

OCTOBER 30, 2020

How to Onboard Clients to Your Service Brian believes that onboarding is the experience that makes or breaks a business. As he sees it, there are 3 keys to better client onboarding: Have a single client intake form. Communicate weekly progress updates during the onboarding process.

Value Proposition 52

Value Proposition Onboarding Client Onboarding Decision-making 52