Insightly

JANUARY 19, 2022

Using AppConnect, Insightly facilitates CRM integration without long development cycles. CRM integrations also allow you to make sure all needed and required compliance documents are automatically uploaded and organized proactively, so you don’t have to put in the effort to meet regulatory filing and audit checkpoints.

CRM 104

CRM Prioritization Decision-making Onboarding 104

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. Conduct prescriptive and valuable onboarding sessions for all new partners.

Customer Success 19

Customer Success Retail Negotiation Facilitation 19

SmartKarrot

MAY 30, 2022

A bad product-market fit is one where the balance does not meet. One reason for not achieving product success is if one does not recognize the market need or customer requirement. Lack of customer knowledge. Customer knowledge and education are important. Your product did not meet their expectations.

B2B 10

B2B Customer Success Facilitation Customer Knowledge 10