Acquisition Client Onboarding CRM Onboarding 
Nutshell
MARCH 28, 2024
A refresher definition 5 best practices for managing a sales pipeline for a startup3 types of client onboarding Prioritize your good leads, drop your bad leads Analyze your pipeline regularly Update your processes regularly Standardize your sales pipeline Automate sales pipeline tasks with a CRM What is a sales pipeline?
Zendesk
APRIL 1, 2022
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. Say two CSMs call two new customers as a part of the onboarding process. Support agent training and onboarding.
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Hubspot Sales
FEBRUARY 8, 2022
A trigger event is anything that creates a sales opportunity with your leads, like a new company executive, an acquisition, or even someone opening your email. You can monitor trigger events through a CRM (which we’ll discuss later), social media, press releases, LinkedIn, google alerts, etc. Use a CRM.
Red Star Kim
JUNE 15, 2023
Includes IPOs, acquisitions, grants, accelerators and news. Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”.
Hubspot Sales
DECEMBER 12, 2019
You’d typically work in sales training and development, but you could also be brought on for other purposes, such as choosing a CRM , improving the sales process, or boosting team morale. Or, you might focus on a niche marketing process, such as defining target audiences, customer acquisition , or brand awareness.
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