Insightly

SEPTEMBER 27, 2023

As your business grows, your customer success manager walks alongside you to co-develop strategies for adapting the software without business interruption. And, as your CRM vendor rolls out new features, your success manager will be there to brainstorm innovative use cases that maximize the system’s impact for your situation.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 27, 2023

As your business grows, your customer success manager walks alongside you to co-develop strategies for adapting the software without business interruption. And, as your CRM vendor rolls out new features, your success manager will be there to brainstorm innovative use cases that maximize the system’s impact for your situation.

CRM 52

CRM Onboarding Brainstorming Software 52

SmartKarrot

OCTOBER 5, 2023

Account mining, or the practice of deepening relationships with existing customers to upsell or cross-sell, is the gold standard for sustained business growth. Understand Their Growth Plans By being privy to your client’s expansion or future plans, you can align your offerings accordingly.

Client Relationships 10

Client Relationships Brainstorming Stakeholders Customer Success 10

SmartKarrot

MARCH 16, 2022

Every new idea is considered important unless proved otherwise through brainstorming and experimentation. Substantial and Statistical Proofs for Stakeholders – Because all your decisions are based on experiments, you know the reason behind your every decision. Create a Team of Innovative and Enthusiastic Members.

Brainstorming 10

Brainstorming Decision-making Customer Success Stakeholders 10