Nutshell

MARCH 25, 2024

Regardless of your business type or industry, a well-thought-out and structured client onboarding process is the secret to long-term customer retention. It’s where the rubber meets the road, and the initial relationship you’ve built with your customer before their purchase is put to the test.

Client Onboarding 127

Client Onboarding Onboarding Customer Experience CRM 127

PandaDoc

JULY 24, 2020

An excellent onboarding experience builds trust, addresses concerns, and sets expectations for both the client and your project team. A high-performing company has well-defined yet flexible client onboarding processes. In this guide, we’ll look at how to create effective client onboarding processes.

Client Onboarding 52

Client Onboarding Onboarding Emotional Intelligence Decision-making 52

DemandFarm

MAY 22, 2023

Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. They set measurable goals for their team, ensuring that the company meets its financial objectives. Key Account Managers: Coordinate custom solutions for client-specific issues.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Insightly

FEBRUARY 18, 2022

In one of DoubleCheck’s recent new win/loss program client onboarding sessions with a midsize enterprise software vendor, the CMO stated, “We felt like the pre-sales support we received wasn’t great, so we didn’t think the solution was worth the extra price.” . 6 Single Customer View Benefits. No more data duplication.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

Brooks Group

APRIL 17, 2023

They have sales plans they can follow each time they make a call or go to a meeting. If you have a customer on the phone or in a meeting with someone that needs to learn what they are talking about, they’ll be immediately put off, and you’ll lose their trust. Do two departments need to communicate better?

Sales Training 52

Sales Training Negotiation Sales Decision-making 52

SmartKarrot

MAY 19, 2022

Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Keep regular meetings with key stakeholders & running Business Reviews.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 19

SmartKarrot

JUNE 11, 2021

Work closely with Sales and Onboarding to run efficient and effective merchant handover and Kick-off meetings. Advocate for the merchants internally by delivering informed, quantified feedback, especially ensuring this is clearly communicated to the product team. Act as liaison to and between internal teams and clients.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 10