Nutshell

MAY 21, 2024

Customer relationship management (CRM) Financial management Risk management Cybersecurity Trading and portfolio management Financial planning and analysis (FP&A) Data analytics and business intelligence Compliance and regulatory reporting Document management and collaboration Wealth management What software is used in financial services?

Financial Services 71

Financial Services Software Software Cybersecurity 71

Arpedio

DECEMBER 19, 2023

Account managers are responsible for understanding the client’s needs, ensuring their satisfaction, and identifying opportunities for upselling or cross-selling. They act as the bridge between the client and the company, facilitating communication and problem-solving. Check out ARPEDIO’s Account Management solution here.

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

Account managers are responsible for understanding the client’s needs, ensuring their satisfaction, and identifying opportunities for upselling or cross-selling. They act as the bridge between the client and the company, facilitating communication and problem-solving. Check out ARPEDIO’s Account Management solution here.

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

SmartKarrot

DECEMBER 1, 2023

As a seasoned professional in the realm of Customer Success , I’ve witnessed firsthand the intricate dance of client onboarding. Crafting an effective Client Onboarding Playbook is an art, but it’s not immune to pitfalls. Too often, organizations forget the crucial element of client involvement.

Client Onboarding 10

Client Onboarding Onboarding Client Relationships Facilitation 10

DemandFarm

MAY 22, 2023

Key Account Managers can, in turn, provide insights on maintaining long-term client relationships, personalizing solutions, and handling complex client issues. 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

PandaDoc

MAY 28, 2024

Tools like CRM and document workflow management software are key to a seamless transition to consulting sales. Let’s delve into the pivotal role consultative selling plays in fostering meaningful client relationships and driving long-term business success. For example, you sell customer relationship management (CRM) software.

Sales 52

Sales e-Learning Healthcare Software 52

SmartKarrot

JANUARY 28, 2022

Role: Customer Success Director Location: Remote, United States Organization: impact.com As a Customer Success Director, you will be delivering world-class support to the top clients. Maintain a balanced proactive/reactive relationship with your assigned accounts. Apply here: [link].

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

PandaDoc

APRIL 24, 2023

Sales enablement techniques include using coaching, relevant content, training, and technology to help sales agents onboard, improve their sales skills, and sell more and faster. Begin training from your first onboarding sessions, and seek to create sales training that gets reps excited with collaborative learning.

Sales 52

Sales e-Learning Onboarding Software 52

Zendesk

AUGUST 26, 2022

So, how can integrations between your support platform and tools like your CRM improve the customer experience? One of the most important apps in your stack is your CRM. You’ll eventually outgrow the ability to keep up and access data—plus, the sooner you adopt a CRM, the sooner you can start to share information between teams.

Customer Experience 52

Customer Experience CRM Software Software 52

Red Star Kim

APRIL 12, 2023

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. Previously, my proactive activities were large projects that I took on e.g. implementing an experience database, a tidy up of our CRM systems. In my first week, the week before Christmas, I worked on four pitches.

Media 130

Media Marketing B2C Stakeholders 130

PandaDoc

MAY 24, 2023

Implementation of new sales tool and techniques As we mentioned above, sales enablement managers are responsible for designing the overall sales framework, instituting new sales methodologies, and proposing new lead generation practices, among other things.

Management 52

Management Sales Software Software 52

SmartKarrot

NOVEMBER 11, 2020

Develop effective customer success programs to ensure successful onboarding, adoption, retention, and revenue growth. Work collaboratively with the CIO organization on technology solutions to support frontline tools that facilitate transactions with customers, as well as customer-facing applications that support self-service.

Customer Success 10

Customer Success Onboarding Key Account Management Government 10

SmartKarrot

MARCH 8, 2021

Apply here: [link] Role: Customer Success Manager Location: England, United Kingdom Organization: TrafficGuard As a Customer Success Manager, you will provide onboarding support to customers. Serve as the primary contact for the onboarding of new customers, the training of platform end users, as well as post go-live support.

Customer Success 10

Customer Success Customer Experience Onboarding Client Relationships 10

SmartKarrot

MAY 25, 2022

Measuring and communicating the value provided to clients via business reviews. Managing action plans designed to enhance client relationship. Leading the internal strategic client management review process. Identifying and pursuing new business opportunities with key clients.

Customer Success 3

Customer Success Logistics Onboarding Advertising 3