PandaDoc

MARCH 9, 2024

See also 13 best sales collaboration tools to empower your team You can also connect Slack with your CRM platforms and online stores, so whenever there’s a lead checking in or a sale happening, your team can be informed immediately. This streamlines the document creation process directly from Slack. per month (when paid annually).

Co-Creation 52

Co-Creation Communication Meetings Onboarding 52

Red Star Kim

JUNE 15, 2023

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”. 800,000 global company profiles and 15,000 reports.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

SmartKarrot

JUNE 12, 2023

As we scale the client onboarding programme, we will improve, implement, and streamline internal processes. Think creatively to address issues and pay attention to clients’ needs. When necessary, create tickets, NCPs, NCSOs, and CARs in CRM or ERP for customer complaints relating to post-shipment issues.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Stakeholders 19