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

DemandFarm

MAY 22, 2023

Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. Key Account Managers can, in turn, provide insights on maintaining long-term client relationships, personalizing solutions, and handling complex client issues.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

SmartKarrot

SEPTEMBER 7, 2022

Apply here: [link] Role: Client Success Manager Location: Glasgow, Scotland, United Kingdom (Hybrid) Organization: Dentons As a Director of Customer Success, you will focus on building in-depth client relationships and act as the key point of contact for clients and a trusted first point of call for non-legal client queries and issue resolution.

Customer Success 19

Customer Success Stakeholders Client Onboarding Onboarding 19

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

SmartKarrot

JUNE 11, 2021

Apply here: [link] Role: Director, Customer Success Location: Remote, New York, United States Organization: Measured As a Director of Customer Success, you will own day-to-day client relationships across seniority levels for a portfolio of 10+ Measured brands. Act as liaison to and between internal teams and clients.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 10

Apptivo

OCTOBER 21, 2021

So it makes sense that anything that can improve a business’ relationship with existing and incoming customers is a worthy investment. And that’s why client relationship management tools or CRM tools have been on the rise. ERP Software — Gather sales and accounting data. It can’t get any simpler than that.

CRM 98

CRM Healthcare Digital Transformation Software 98

SmartKarrot

AUGUST 5, 2021

Provide re-training to existing clients for new staff members, or when we release new features and improvements. Support client onboarding and other areas of the Operations Team (such as managing listings, and product testing) during busy periods. Manage the onboarding process for new clients.

Customer Success 12

Customer Success Client Onboarding Onboarding Decision-making 12