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?

Management 71

Management Prioritization CRM Sales 71

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”.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

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 also ask what caused them to go dark in the first place, so you can tailor your strategy to best meet their needs. Use trigger events to reconnect with lost leads.

e-Learning 100

e-Learning CRM Client Onboarding Acquisition 100

Hubspot Sales

DECEMBER 12, 2019

All financial consultants meet certain requirements and obtain a license to offer financial advice. As an IT consultant, you might help businesses figure out what software to invest in and how to use it to meet goals, solve challenges, and implement important changes. Market your business to attract new clients.

Healthcare 114

Healthcare Supply Chain Software Software 114

Zendesk

APRIL 1, 2022

Say two CSMs call two new customers as a part of the onboarding process. If one agent takes 30 minutes to complete the training while the other takes an hour, there might be a lack of alignment on what defines a successful onboarding experience. Support agent training and onboarding. Say onboarding times suddenly rise.

Customer Success 97

Customer Success Logistics Onboarding CRM 97

SmartKarrot

JULY 25, 2022

Meet and exceed assigned targets for renewals, sales expansion opportunities, and strategic objectives associated with a portfolio of accounts. Creating the ideal strategy for each business client to maximize money moved and increasing revenue through up-selling. Providing clients with analytics and additional reporting mechanisms.

Customer Success 3

Customer Success Client Onboarding Onboarding Acquisition 3

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. Solve for common client issues before they happen.

Value Proposition 52

Value Proposition Onboarding Client Onboarding Decision-making 52