Showpad

NOVEMBER 16, 2021

We use a lot of agents and dealers, so there is almost always a two-step distribution to the customer. We very rarely sell directly to a customer, so we have a critical need for education, streamlined communications, and tools that can be given to people that aren’t our direct employees. It’s a balancing act.

Digital Transformation 98

Digital Transformation Digitalization Marketing Sales Environment 98

SmartKarrot

JULY 5, 2022

Acts as liaison between the Customer Success Team and other teams within the organization. Facilitate account renewals & negotiations and promote customer priorities, strategic initiatives, & operational goals. Develop a deep understanding of the Floify software, the mortgage market, and the customers’ needs.

Customer Success 19

Customer Success Retail Negotiation Facilitation 19

SmartKarrot

JUNE 1, 2020

The client engagement manager is the pathway to every significant objective of a business. It directly influences all the good aspects of a business, including customer loyalty, customer-based profits, customer purchases, and customer ambassadorship for your company’s brand.

Management 10

Management Facilitation Profitability Media 10

SmartKarrot

DECEMBER 4, 2023

Introduction In this insightful Kaffeine & Karrots conversation, Shivani Chaturvedi, Customer Success Manager at SmartKarrot Inc., sits down with Sana Farooq, Senior Director of Customer Success & UC Irvine CX Advisory Board, to delve into the pivotal role of customer education in achieving success.

Customer Success 10

Customer Success Onboarding Facilitation Customer Knowledge 10

SmartKarrot

MAY 30, 2022

Lack of customer knowledge. Customer knowledge and education are important. If the company does not know the customer, mistakes are common to arise. This goes both ways- customers need to know about the product, and the company needs to know about the customers. Customers fear change in processes.

B2B 10

B2B Customer Success Facilitation Customer Knowledge 10

Insightly

JANUARY 19, 2022

Customer Relationship Management (CRM) integration is essential to unlocking the true power of a CRM. When done right, CRM integrations reduce organizational silos, save time, and bring an in-depth customer understanding to your entire organization. . How to empower your teams with CRM integration and APIs. Human resources.

CRM 104

CRM Prioritization Decision-making Onboarding 104