PandaDoc

MAY 28, 2024

Customer knowledge even transfers to other areas, such as improving client onboarding. At the same time, they need to look for problems that clients may not be aware of. For example, a client states they are happy with a communications solution “even though it limits webinars to 40 participants”.

Sales 52

Sales e-Learning Healthcare Software 52

SmartKarrot

JUNE 18, 2021

Manage all aspects of client onboarding, including gathering information from customers, conducting webinar trainings and initial account setup. Liaise between customers and Alert Logic Operations, Product, Sales, Accounting, and Finance to resolve customer needs and concerns.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

MAY 24, 2021

Defining and optimizing the client onboarding lifecycle based on client segmentation. Influencing future lifetime value through higher product adoption, client satisfaction, and overall health scores. Lead online webinars & demos to educate customers on the features of the product.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

Red Star Kim

MARCH 16, 2023

Remember face-to-face significantly more effective with existing client referrals Link cross referral approach into KAM programme Use some of the tools from today as a way to invite the M&BD team into the ad hoc / currently not delivering programme that exists just now Understand that the diamond model is key – Measurable actions (i.e.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130