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The Definitive Guide to Client Onboarding and Positive Customer Experiences

Nutshell

Regardless of your business type or industry, a well-thought-out and structured client onboarding process is the secret to long-term customer retention. It’s where the rubber meets the road, and the initial relationship you’ve built with your customer before their purchase is put to the test. Why is customer onboarding essential?

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How to Onboard Remote Employees

Hubspot Sales

Successfully onboarding new employees is critical for any employer looking to retain talented team members long-term. With this in mind, a robust onboarding program is one of the most worthwhile investments you can make in building an effective sales team. Prepare the rest of your team for the new employee’s arrival.

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Customer Onboarding Specialist Job Description: Templates and Examples

Help Scout

Since there are multiple, distinct steps in the customer journey , some companies choose to separate these steps and have them managed by separate roles: The sales team handles pre-sales. A customer onboarding specialist manages onboarding. A customer success specialist owns lifecycle management.

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The 5 Best Practices for Perfected Remote Onboarding

Showpad

Remote onboarding is not an easy feat. Human resources teams everywhere are still trying to figure out how to best onboard new employees when they can’t be there to answer questions and ease their nerves. Making new hires feel comfortable from the get go is crucial during the onboarding process. Communicate expectations upfront.

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4 Ways to Ramp Sales Reps Faster with a Common Language

Brooks Group

Ramping new sales reps quickly is a pivotal factor separating successful sales organizations from those that underperform. Data from our 2024 Sales Leader Trend Report shows that 87% of successful teams have extensive, structured onboarding. Here are 4 ways a common language helps get new sales reps up to speed quickly.

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4 Action Steps Every Remote Sales Onboarding Program Should Include

SBI

4 Action Steps For Remote Sales Onboarding. Most organizations have sales teams that work primarily from in the company’s offices and sales reps working from home covering a certain territory. Now that sales reps are fully remote for the time being, sales onboarding is even more important than it has ever been.

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10 Key Points to Master Effective Communication in Account Management

Arpedio

They act as the bridge between the client and the company, facilitating communication and problem-solving. Onboarding specialists : Focus on ensuring a smooth transition for new clients, helping them get started with the company’s offerings.