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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. We’ve created this customer onboarding guide to kickstart your onboarding strategy and create a process that reduces churn and delights customers. Find out here.

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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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How to Formalize Your Sales Onboarding Process

Openview

The rapid growth fuels the need to add staff, especially in sales, to keep your growth rate going. The challenge is to integrate new talent seamlessly into the organization and get them up and running quickly and efficiently. A formal onboarding process is key, and creating it doesn’t need to be daunting. It’s a fact.

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4 Action Steps Every Remote Sales Onboarding Program Should Include

SBI

4 Action Steps For Remote Sales Onboarding. The global pandemic has forced most organizations to move their workforce entirely remote and many have had to make changes to their organizations such as furloughs or layoffs. Here’s where learning technology such as microlearning comes into play.

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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.