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

Arpedio

FEBRUARY 14, 2024

While these terms are sometimes used interchangeably, they actually have distinct differences and play unique roles within an organization. Understanding the nuances between account management and sales can help businesses optimize their strategies and ensure long-term client relationships.

Account Management 52

Account Management Management Sales Client Relationships 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

JANUARY 18, 2023

What to look for in a CRM for consulting firms Why Insightly is the best consulting CRM Grow your consulting business with Insightly Why you need a CRM for your consulting company A consultant’s business starts with acquiring new clients. You need to ensure a positive flow of communication with clients to provide the experience they expect.

CRM 52

CRM Client Relationships Acquisition Decision-making 52

Zendesk

OCTOBER 13, 2023

Businesses can use them to onboard new customers, troubleshoot problems, and upsell products or services. Onboard stall: guides agents on following up with prospects during the customer onboarding phase when progress slows. So too can businesses create their own playbook and implement it into their customer success strategy.

Customer Success 52

Customer Success Onboarding Customer Life Cycle Customer Experience 52

Insightly

SEPTEMBER 27, 2023

Structured approach to onboarding and training elevates user adoption To effectively implement a CRM at a small , midsize company or even an enterprise -sized company, one must possess a unique blend of skills and knowledge, ranging from sales pipelines to database management and third-party integrations.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 27, 2023

Structured approach to onboarding and training elevates user adoption To effectively implement a CRM at a small , midsize company or even an enterprise -sized company, one must possess a unique blend of skills and knowledge, ranging from sales pipelines to database management and third-party integrations.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

JANUARY 13, 2023

Every business in the finance industry faces the unique challenge of meeting customer expectations. One of the most effective ways to ensure the best experience for your customers is to use a customer relationship management (CRM) system designed to handle the complexities of financial organizations.

CRM 52

CRM Financial Services Finance Onboarding 52

Arpedio

DECEMBER 19, 2023

While these two functions have distinct roles, they share a symbiotic relationship that can greatly benefit the organization and its clients. Onboarding specialists : Focus on ensuring a smooth transition for new clients, helping them get started with the company’s offerings.

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

While these two functions have distinct roles, they share a symbiotic relationship that can greatly benefit the organization and its clients. Onboarding specialists : Focus on ensuring a smooth transition for new clients, helping them get started with the company’s offerings.

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

DemandFarm

MAY 2, 2024

Effective relationship management transcends mere customer satisfaction—it’s a strategic endeavour that involves nurturing deep connections that foster loyalty, satisfaction, and mutual growth. They help organize, automate, and synchronize all facets of customer interaction. Their responsibilities include: 1.

Management 40

Management Banking CRM Profitability 40

Showpad

MAY 7, 2021

Traditionally, sales has been an on-the-go profession, with reps often traveling between client meetings and pitches. Conduct virtual sales meetings. The virtual sales meeting is quickly becoming the standard setting for interactions, and a virtual sales platform will help your reps pull them off seamlessly. The pay off?

Sales 59

Sales Digitalization Onboarding Remote Working 59

Apptivo

OCTOBER 21, 2021

So it makes sense that anything that can improve a business’ relationship with existing and incoming customers is a worthy investment. And that’s why client relationship management tools or CRM tools have been on the rise. Onboarding emails and steps. It can’t get any simpler than that. What A CRM Does. Welcome emails.

CRM 98

CRM Healthcare Digital Transformation Software 98

Nutshell

MAY 21, 2024

Organizations in this industry often provide several different services, requiring them to have access to various software solutions. Your CRM acts as a foundation and central hub for your tech stack, providing you with the data and tools needed to build better experiences and stronger relationships with customers and prospects.

Financial Services 71

Financial Services Software Software Cybersecurity 71

Showpad

JANUARY 26, 2020

Sales enablement professionals should be prepared for risks to Sales productivity, Marketing alignment, Sales onboarding efficiency, and other key operational areas. . The best way to stay ahead of those challenges is simply to know what they are and how they might manifest in the day to day of a Sales organization. .

Onboarding 64

Onboarding Sales Acquisition Software 64

Insightly

JANUARY 2, 2024

Increasing the value of your data When properly organized, customer data can be one of your most valuable business assets for revenue-generating teams. Here are a few basic possibilities: System overlap reduction CRM vendors are constantly developing new features and apps that meet the evolving needs of their customers.

CRM 52

CRM Co-Creation Onboarding Decision-making 52

Showpad

JANUARY 12, 2020

That alignment can help create better Sales enablement assets, like buyer personas, client presentations, and onboarding training courses that help drive Sales productivity and performance. Assets like coaching on particular meeting industry pain points or Sales onboarding training can pay dividends down the road.

Software 69

Software Software Sales Onboarding 69

Arpedio

AUGUST 22, 2023

Whether you’re seeking to refine your existing practices or delve into the world of KAM for the first time, these best practices will equip you with the tools you need to forge strong, lasting partnerships and drive exceptional results for both your clients and your organization.

Key Account Management 52

Key Account Management Account Management Management Onboarding 52

Insightly

DECEMBER 23, 2021

How do you manage ongoing customer/client relationships? Meet with a small group of stakeholders and parse your feedback data. Choose a CRM solution that meets the needs of your customer-facing teams. Which one offers the right mix of features for your organization of all the CRM companies out there?

CRM 90

CRM Software Software Facilitation 90

PandaDoc

MAY 28, 2024

Consultative sales, by definition, is a selling strategy that focuses on meeting customer needs. Let’s delve into the pivotal role consultative selling plays in fostering meaningful client relationships and driving long-term business success. Customer knowledge even transfers to other areas, such as improving client onboarding.

Sales 52

Sales e-Learning Healthcare Software 52

SmartKarrot

APRIL 17, 2023

Role: Customer Success Manager Location: Sydney, New South Wales, Australia (On-site) Organization: Telstra Health As a Customer Success Manager, you’ll meet and surpass sales goals, identify the target market and evaluate prospective growth prospects. Continuous monitoring and improvement of the customer journey.

Customer Success 19

Customer Success Onboarding Client Relationships Software 19

Hubspot Sales

JUNE 29, 2023

Fortunately, tech tools can simplify the process so you have more time to build client relationships, instead of punching in data,” adds Caldwell. This can help you change a client's thought from “I don’t decide on the first day of learning about products” to “let’s get my partner onboard.” Leverage social proof.

Insurance 101

Insurance Sales Interpersonal Skills Decision-making 101

SmartKarrot

AUGUST 29, 2022

Role: Senior Customer Success Manager Location: Boston, MA, US Organization: LeanIX As a Senior Customer Success Manager, you will be responsible for the retention of customer accounts by ensuring continuous communication and relentless support and guidance. Ensure a successful and robust onboarding experience for all new customers.

Customer Success 19

Customer Success Procurement Onboarding Government 19

SmartKarrot

MARCH 29, 2023

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. To meet client expectations, collaborate with Fortanix stakeholders in sales, product, and engineering.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 19

SmartKarrot

DECEMBER 6, 2022

Role: Director, Customer Success Location: Open Hall, NL, Canada Organization: Security Compass As a Director, Customer Success, you will hire, coach, and develop a high-performing CS team to drive adoption, health, and retention. Deliver onboarding and account management duties for other clients as required.

Customer Success 19

Customer Success Brainstorming Onboarding Government 19

SmartKarrot

OCTOBER 12, 2022

Role: Director, Client Success Location: Portsmouth, NH, US (On-site) Organization: Bottomline Technologies As a Director of Client Success, you will lead the CSMs and CSAs to become their client’s trusted advisors; while also strategically developing client, vendor, and internal relationships yourself.

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

SmartKarrot

MARCH 29, 2022

Role: Customer Success Director (West – Remote) Location: Remote, San Francisco, CA, US Organization: Included Health As a Customer Success Director, you will serve as the primary relationship owner, achieving trusted advisor status with customer contacts. Establish professional and productive relationships with key stakeholders.

Customer Success 19

Customer Success Transportation Client Relationships Stakeholders 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. As you might expect, traits of a sales enablement manager include a high level of organization and a keen interest in data analysis.

Sales 52

Sales e-Learning Onboarding Software 52

SmartKarrot

SEPTEMBER 26, 2022

Role: Customer Success Manager Location: Remote, London, England, United Kingdom Organization: Canonical As a Customer Success Manager, you will onboard new Canonical customers and introduce them to the products and support processes. Deliver a world-class experience to an expanding portfolio of clients across UK and Europe.

Customer Success 19

Customer Success Onboarding Client Relationships Management 19

SmartKarrot

NOVEMBER 16, 2022

Role: Associate Director, Customer Success Location: Canberra, Australian Capital Territory, Australia Organization: Datacom As an Associate Director of Customer Success, you will have a Customer Focus– this role is supporting a large, complex customer. Apply here: [link]. Apply here: [link]. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Client Relationships Profitability Performance Review 19

SmartKarrot

SEPTEMBER 21, 2021

Role: Director, Customer Success Location: Dallas, TX, US Organization: Castlight Health As a Director of Customer Success, you will grow and manage a portfolio of business with responsibility for the growth and retention of the existing customer base. Identify and articulate customer business objectives in order to meet and exceed them.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

Red Star Kim

APRIL 12, 2023

Another aspect of the culture shock is that in professional services we refer to clients rather than customers. HubSpot puts it more succinctly: customers buy products, and clients buy advice and solutions. How do you get around fee-earners who are slightly sceptical about M&BD and aren’t as responsive to ideas or concepts?

Media 130

Media Marketing B2C Stakeholders 130

SmartKarrot

APRIL 15, 2022

Role: Vice President of Customer Success Location: Phoenix, AZ, US (Hybrid) Organization: Chime Technologies Inc. Partner closely with Manage, hire, develop and onboard a team of strategic account executives to serve the needs of the customers and business. Plan, schedule and oversee key client communication points.

Customer Success 19

Customer Success Onboarding Negotiation Leadership 19

SmartKarrot

MARCH 17, 2022

Role: Customer Success Director – SMB Location: Remote, Atlanta, GA, US Organization: ON24 As a Customer Success Director, you will manage and provide escalation and support for CSMs in your group. Support of the CSMs in escalations around questions or issues with client accounts. Manage quarterly business reviews.

Customer Success 19

Customer Success Customer Life Cycle Stakeholders Onboarding 19

SmartKarrot

MARCH 29, 2023

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. To meet client expectations, collaborate with Fortanix stakeholders in sales, product, and engineering.

Customer Success 15

Customer Success Stakeholders Onboarding Client Relationships 15

SmartKarrot

OCTOBER 13, 2022

Role: Director, Customer Success Location: Atlanta, GA, US (Hybrid) Organization: Bakkt As a Director of Customer Success, you will collaborate with Product, Marketing, and Legal and Compliance to develop materials and resources to set new customers up for success and drive adoption and engagement in product.

Customer Success 19

Customer Success Client Relationships Facilitation Account Strategy 19

SmartKarrot

SEPTEMBER 3, 2021

Role: Senior Customer Success Manager Location: Remote, Salt Lake City, UT, US Organization: Axon As a Senior Customer Success Manager, you will engage with your customers through regular calls, business reviews, and daily needs. Execute the onboarding and implementation of customer data, while ensuring milestones and timelines are achieved.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19