Nutshell

MARCH 28, 2024

As a startup, having a well-running sales pipeline is vital to facilitate sales actions and help your team close deals faster. It defines the actions that sales reps should take that are relevant to where the lead is in their journey to facilitate the sales process. Table of Contents Why is a sales pipeline important for a startup?

Management 71

Management Prioritization CRM Sales 71

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.

Account Management 52

Account Management Management Client Relationships Facilitation 52

DemandFarm

MAY 22, 2023

By working together, they can develop strategies and plans to cater to the needs of both new and existing clients, ensuring a seamless customer experience throughout the sales cycle. Collaborating on Client Onboarding and Transition Sales Managers and Key Account Managers can collaborate during the client onboarding and transition process.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

SmartKarrot

AUGUST 5, 2021

Expand Impact’s presence in the client organizations by developing relationships and facilitating strategic review sessions with senior-level people that have decision-making authority. Provide re-training to existing clients for new staff members, or when we release new features and improvements.

Customer Success 12

Customer Success Client Onboarding Onboarding Decision-making 12

SmartKarrot

OCTOBER 1, 2022

Sustain ongoing, detail-oriented relationship management with client decision makers including C-suite executives. Project manage client onboarding and implementation process including product, channel and partner activation, campaign launches and ad-hoc projects.

Customer Success 3

Customer Success Logistics Client Onboarding Onboarding 3