Insightly

JANUARY 2, 2024

Increasing the value of your data When properly organized, customer data can be one of your most valuable business assets for revenue-generating teams. However, data that is unstructured and spread across countless inboxes, spreadsheets, and disintegrated business systems cannot be fully leveraged.

CRM 52

CRM Co-Creation Onboarding Decision-making 52

PandaDoc

APRIL 25, 2023

It collects and stores customer information and data so that your teams can personalize experiences Put simply, the best CRM for sales tracks all activity that happens between your organization and its customers. Costs This is particularly important for new or small businesses. These can include: 1. Best features 1.

CRM 52

CRM Software Software Sales 52

Agile CRM

FEBRUARY 18, 2021

In some cases, a lead might be other businesses instead of just a person. Nonetheless, a lead, or sales lead, is a person or organization interested in your product or service and, who, with good nurturing, may become a client in the long run. A lead is also often otherwise referred to as a sales lead.

Software 98

Software Software Management CRM 98

SmartKarrot

JANUARY 4, 2023

Role: Director of Customer Success Location: Remote, United States Organization: Slync.io As a Director of Customer Success, you will plan, lead, organize and control multiple project initiatives in accordance with the approved scope and schedule. Drive new business growth through greater advocacy and reference-ability.

Customer Success 19

Customer Success Onboarding Account Management Business Growth 19

Nutshell

MARCH 15, 2024

This includes getting to know the prospect, their organization, role, wants, needs, and pain points. Part of relationship-building is also educating the prospect on how your product or service can resolve their problems and improve their business. But there’s work to be done before passing the lead on to your sales team.

CRM 71

CRM Software Software Communication 71

Zendesk

FEBRUARY 16, 2021

Our CX research at Zendesk suggests that customer experience has become a key competitive differentiator for brands — and even a leading indicator of business growth. Maybe our documentation could be clearer. But this customer-first approach is more of a throwback than a novelty.

Retail 98

Retail Customer Experience Digitalization Onboarding 98

SmartKarrot

OCTOBER 3, 2023

The playbook serves as a tool for standardizing procedures, ensuring consistent service quality, and fostering customer relationships that lead to business growth. Customer Onboarding The customer onboarding process sets the tone for the entire customer journey.

Customer Success 19

Customer Success Management Account Growth Stakeholders 19

Help Scout

MAY 12, 2021

In this article, we discuss the role of support teams in retaining customers and show how to combine high-quality, empathetic customer service with a deliberate focus on business growth. Help customers onboard quickly. What is customer retention and how is it measured? Watch for signs of distress.

Finance 115

Finance Account Management Business Growth Communication 115

SmartKarrot

DECEMBER 7, 2022

Role: Director, Customer Success Location: Austin, TX, United States (On-site) Organization: Atmosphere As a Director of Customer Success, you will deliver and manage world-class customer onboarding, account management, customer support, and contract negotiation processes that scale at every point in the customer lifecycle.

Customer Success 19

Customer Success Customer Life Cycle Onboarding Finance 19

SuperOffice

AUGUST 1, 2022

40% of businesses miss their revenue targets. Interestingly, the same report shows that only 21% of underperforming organizations are aiming to increase the average sale price for deals. To close larger deals, you need to revisit and adjust the whole business strategy – from brand positioning to marketing and sales campaigns.

Decision-making 117

Decision-making Prioritization B2B Marketing 117

SmartKarrot

MARCH 22, 2022

Role: Strategic Customer Success Manager Location: Remote, United States Organization: Untapped As a Strategic Customer Success Manager, you will identify opportunities to develop training, partner retention materials, and documentation to scale with our growing partner base. Drive new business growth through greater advocacy.

Customer Success 19

Customer Success Customer Life Cycle Onboarding Stakeholders 19

SmartKarrot

SEPTEMBER 16, 2021

Role: Vice President of Customer Success Location: Washington, DC, US Organization: Full Measure Education Inc. As a Vice President of Customer Success, you will develop and oversee the implementation of the product offerings, including onboarding and training for all new and existing customers.

Customer Success 19

Customer Success Cybersecurity Onboarding Suppliers 19

SmartKarrot

APRIL 8, 2022

Organization: BetterUp. As a VP of Customer Success, you will build and lead a world-class customer success organization for BetterUp Care. Organization: Athelas. Organization: GfK. Identify and engage with additional client contacts to support business growth. Organization: TPG Telecom.

Customer Success 19

Customer Success Government Innovation Leadership 19

SmartKarrot

MAY 4, 2022

Role: Director, Customer Success Location: Denver, CO, US Organization: Cin7 As a Director of Customer Success, you will lead the digital-first Customer Success function, focusing on driving product adoption, a positive customer experience, and empower the thousands of existing customers to thrive. Marketing, Sales, Product, Engineering).

Customer Success 19

Customer Success Co-Creation Onboarding Stakeholders 19

SmartKarrot

NOVEMBER 17, 2022

Role: Head of Customer Success Location: Remote, United States Organization: Voxie As a Head of Customer Success, you will mentor and inspire a team of high-performing Customer Success Managers. Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth. Apply here: [link].

Customer Success 19

Customer Success Account Growth Customer Experience Account Planning 19

SmartKarrot

AUGUST 17, 2021

Role: Director, Customer Success Location: Bethesda, MD, US Organization: Mytonomy As a Director, Customer Success, you will monitor every step of the deployment process; from planning to go live, and post-launch optimization. Drive business growth and mitigate client churn through client advocacy and referenceability.

Customer Success 19

Customer Success Facilitation Onboarding Decision-making 19

Arpedio

FEBRUARY 15, 2024

Effective Lead Generation Strategies During the pre-sales phase, implementing effective lead generation strategies is crucial for ensuring a robust sales pipeline and driving business growth. With a clear understanding of performance metrics, businesses can focus on identifying areas where improvements can be made.

Sales 52

Sales Decision-making Customer Experience Value Proposition 52

SmartKarrot

OCTOBER 7, 2021

Role: VP of Customer Success Location: Miami, FL, US Organization: AutoLeadStar As a VP of Customer Success, you will provide the front-line relationship for a select group of customers on an ongoing basis, and liaise with external and internal stakeholders as needed.

Customer Success 19

Customer Success Stakeholders Onboarding Business Growth 19

SmartKarrot

MAY 12, 2021

Role: Director of Customer Success – Resware Location: Austin, TX, US Organization: Qualia As a Director of Customer Success, you will be responsible for leadership, management, and accountability for the Customer Success team. Drive new business growth through greater advocacy and referencability.

Customer Success 10

Customer Success Stakeholders Onboarding Account Management 10

PandaDoc

SEPTEMBER 2, 2020

David Brock started the P artners in Excellence Blog to “make a difference” for organizations and individuals. He wants to help them think about the issues critical to their and their organizations’ success. What to check out: 4 Action Steps For Remote Sales Onboarding. Partners in Excellence Blog.

Sales Management 98

Sales Management Management Sales Publishing 98

SmartKarrot

JULY 22, 2021

Role: Director, Customer Success Location: Austin, TX, US Organization: StitcherAds As a Director of Customer Success, you will build customer success processes & lead/manage/mentor a growing team of CSMs. Collaborate closely with sales, operations & data teams to ensure clean onboarding of all new self-serve customers.

Customer Success 10

Customer Success Onboarding Client Onboarding Publishing 10

PandaDoc

APRIL 27, 2021

Lead capture app tools are vital for business growth. Choosing the best email capture software depends on your business’s existing systems and necessary features. ? Compliance with security standards helps your business earn the trust of potential leads and makes them feel comfortable sharing their contact information.

CRM 52

CRM Software Software Publishing 52

PandaDoc

APRIL 27, 2021

Lead capture app tools are vital for business growth. Choosing the best email capture software depends on your business’s existing systems and necessary features. ? Compliance with security standards helps your business earn the trust of potential leads and makes them feel comfortable sharing their contact information.

CRM 52

CRM Software Software Publishing 52

SmartKarrot

AUGUST 11, 2021

Role: Director, Customer Success Location: Boston, MA, US Organization: ECI As a Director of Customer Success, you will establish relationships with key decision-makers among clients to effectively manage expectations. Own and be accountable for all aspects of the customers’ relationship including escalations and service issues.

Customer Success 10

Customer Success Facilitation Onboarding Innovation 10

SmartKarrot

MAY 10, 2021

Role: Customer Success Manager – Strategic Location: Remote, United States Organization: Premier Group Recruitment As a Customer Success Manager, you will be actively serving a portfolio of assigned North American accounts including major consumer, prosumer, and B2B brands.

Customer Success 10

Customer Success Onboarding Negotiation Account Strategy 10

SmartKarrot

JULY 23, 2021

Role: Vice President of Customer Success Location: Remote, United States Organization: Storm2 As a Vice President of Customer Success, you will leverage business metrics and customer feedback to help build, implement and enforce a repeatable process for both the shopper and merchant support. Apply here: [link].

Customer Success 10

Customer Success Retail Onboarding Prioritization 10

SmartKarrot

JUNE 11, 2023

The goal of organized project management is to execute the project in the most efficient way through the right use of resources, delegation, communication, and prioritization. It is a way to help teams organize and map their projects for better coordination, visibility, and efficiency. What is Jira?

Software 10

Software Software Artificial Intelligence Customer Success 10

SmartKarrot

JANUARY 25, 2022

The critical nature of software for business growth is a key reason for the exceptional growth of Software as a Service (SaaS) companies in recent times. By eliminating the need for spreadsheets and email chains, BugHerd simplifies internal communication within an organization. Headquarter: Melbourne, Australia.

Innovation 10

Innovation Decision-making Software Software 10

SmartKarrot

MAY 19, 2023

As remote work continues to grow in prominence, these tools will become increasingly essential for marketing teams aiming to forge robust customer relationships and fuel business growth. Create a document or guide to outline these expectations and share it with the team.

Remote Working 10

Remote Working Marketing Brainstorming Communication 10

SmartKarrot

MAY 19, 2023

As remote work continues to grow in prominence, these tools will become increasingly essential for marketing teams aiming to forge robust customer relationships and fuel business growth. Create a document or guide to outline these expectations and share it with the team.

Remote Working 10

Remote Working Marketing Brainstorming Communication 10

SmartKarrot

JANUARY 6, 2022

Role: Director of Customer Success Location: Remote, United States Organization: CompareNetworks, Inc. Facilitate onboarding, fulfillment, training, and ongoing account review and modification across several business divisions. Meet quarterly goals to support corporate initiatives. Increase renewal rates and reduce churn.

Customer Success 3

Customer Success Finance Account Growth Facilitation 3

SmartKarrot

NOVEMBER 2, 2020

Bruce Hogan is co-founder and CEO of SoftwarePundit, a research firm that offers tools to help businesses thrive. He says, “It’s all about the customer onboarding experience.” “New Hung Nguyen leads content marketing efforts for Smallpdf , an innovative document management platform, based in Switzerland.

Co-Creation 21

Co-Creation Digitalization Media e-Learning 21