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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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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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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. A formal onboarding process is key, and creating it doesn’t need to be daunting. Once a company grows and matures, roles become more defined, and the sales process inevitably must become more formal. Commit to a sales methodology.

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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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Sales Onboarding: 5 Foolproof Steps for Training New Sales Reps

Showpad

Hiring and onboarding new members of your sales team can be complicated. Research from Clearslide and CSO Insights found that, on average, it takes new reps between six and nine months to get fully ramped up to the performance levels of established sales agents. Onboarding should begin before new reps’ first days of work.