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

SmartKarrot

MAY 24, 2021

Defining and optimizing the client onboarding lifecycle based on client segmentation. Engaging with the Product Team to understand roadmap and implications for clients and advocate for the clients’ feature needs. Helping drive new business growth through greater client advocacy and referrals.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

Arpedio

MARCH 5, 2024

Definition of Account Management Solutions Account management solutions refer to tools, software, and strategies designed to facilitate the management of client accounts, relationships, and interactions. A prime example of such a solution is ARPEDIO’s Account Management Software in Salesforce.

Account Management 52

Account Management Management Client Relationships Facilitation 52