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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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CRM Onboarding: Steal Our Battle-Tested Framework

Insightly

CRM onboarding is the process of introducing new users to a CRM system. CRM onboarding is an essential part of the process of adopting a new CRM, and it plays an instrumental role in helping users get the most out of their new system. Understanding what is CRM onboarding is important for anyone adopting a new CRM system.

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7 Secrets of a Winning Capabilities Presentation

Hubspot Sales

Set your company apart from the rest by keeping your prospect’s needs front-and-center in a well thought-out capabilities presentation that is more about the client than your desire to sell to them. Capabilities presentations usually aren’t necessary for low-value or direct-to-consumer deals. Capabilities Deck.

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4 Action Steps Every Remote Sales Onboarding Program Should Include

SBI

4 Action Steps For Remote Sales Onboarding. When onboarding a new remote sales rep, that typically meant that they would fly to the company headquarter to participate in a new hire orientation, but now that is no longer an option. 1: Personalize the remote sales onboarding experience.

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How to Formalize Your Sales Onboarding Process

Openview

A formal onboarding process is key, and creating it doesn’t need to be daunting. When you are a smaller, high growth company, the hiring and onboarding process is often informal and the genuine enthusiasm of the team is infectious to attract good people. Set the tone and communicate the company’s culture.

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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. Check out ARPEDIO’s Account Management solution here.