Arpedio

MARCH 6, 2024

Account managers working with enterprise accounts must navigate these complexities, build consensus among stakeholders , and deliver solutions that align with the organization’s overarching objectives. Enterprise Accounts: Large-scale enterprises typically have complex organizational structures and decision-making processes.

Account Management 52

Account Management Management Client Relationships Communication 52

Help Scout

JULY 15, 2021

For teams where there’s a high volume of more basic requests and who have infrastructure in place to hire and onboard seasonal workers regularly — or have the resources to outsource that responsibility — going the seasonal route may make more sense. There are many different stakeholders in education. Outsourcing vs. in-house hiring.

Energy and Utilities 113

Energy and Utilities Prioritization Decision-making Stakeholders 113

SmartKarrot

DECEMBER 1, 2022

Strengthen and expand relationships with executive decision-makers and key stakeholders at many of the largest strategic accounts. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations. Work with the sales team to onboard non-profits and assist them with their fundraising strategies.

Customer Success 19

Customer Success Client Onboarding Onboarding Key Account Management 19

Nutshell

AUGUST 28, 2023

With a formal sales process in place, your sales team has a framework to follow, and it’s much easier to stay on the same page, track results, and onboard new team members. Effective training and onboarding A clearly defined process simplifies the training and onboarding of new sales team members.

Decision-making 118

Decision-making Sales Negotiation Advertising 118

Hubspot Sales

JULY 1, 2019

Instead of one salesperson targeting a single contact within a company, an entire team is dedicated to targeting multiple stakeholders at the prospective customer’s company. The product team uses insights from customer stakeholders to plan new features and develop potential use cases. 5) Behavioral data and trigger events.

Stakeholders 85

Stakeholders Finance Sales Decision-making 85

SmartKarrot

SEPTEMBER 28, 2022

Prioritize programs and investments that help customers increase their ROI from Panther. Partner closely with Sales to create processes that ensure a great customer experience for customer onboarding, renewals, downgrades, and expansions. events, marketing, client presentations). Develop and negotiate proposals and contracts.

Customer Success 19

Customer Success Customer Experience Stakeholders Onboarding 19

Nutshell

APRIL 17, 2020

Featuring live presentations from some of the brightest minds in sales, marketing, and customer retention, the event was a massive step forward from the first BOUNDLESS show back in February 2019 , both in terms of production value and attendance. Jump to: 11 Things You Need to Create a Successful Virtual Event.

Decision-making 126

Decision-making Media Meetings Internet 126

Zendesk

JUNE 21, 2023

Anyone can be a brand advocate and includes, but is not limited to, customers, employees, influencers, and stakeholders. A simple advocate onboarding process Once your strategy and incentives are in place, you’re almost ready to launch. The last thing to consider is how to onboard advocates and set expectations to maximize results.

Media 52

Media Onboarding Advertising Customer Experience 52

Hubspot Sales

MARCH 18, 2019

While a salesperson focuses on the short term -- by necessity -- a key account manager (KAM) prioritizes the future. A KAM needs leadership abilities to guide her team members (which might include a salesperson, marketer, technical support, implementation and/or onboarding specialist). Map out every customer stakeholder.

Key Account Management 127

Key Account Management Account Management Management Account Strategy 127

SmartKarrot

MARCH 31, 2023

Manage project data to aid in the onboarding of new clients and ensure a smooth entry into the RTM ecosystem. By proactively conveying meeting choices, the schedule of events, reminders, expectations, and hotel information, customers are better prepared for events.

Customer Success 19

Customer Success Leadership Customer Experience Stakeholders 19

Insightly

JANUARY 18, 2023

Faster onboarding Mundane tasks like drafting proposals and onboarding clients may not seem burdensome in isolation but with numerous client engagements occurring simultaneously, these tasks can quickly become time-consuming. You can book appointments and events and quickly assign tasks to your team members.

CRM 52

CRM Client Relationships Acquisition Decision-making 52

SmartKarrot

MARCH 25, 2022

Collaborate with the Pacvue Training and Education team to build out the content for product onboarding and education. Act as a trusted advisor and thought leader in the event marketing space. Partner with engineering teams in prioritizing and resolving customer requests.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

SmartKarrot

AUGUST 17, 2022

Role: VP of Customer Success Location: Remote, Dallas, TX, US Organization: Textio As a VP of Customer Success, you will be leading, rapidly growing, and coaching team members by setting the strategy and prioritizing the organizational goals. Deliver training programs, briefings, and presentations to external stakeholders.

Customer Success 19

Customer Success Stakeholders Negotiation Onboarding 19

SmartKarrot

MARCH 31, 2023

Manage project data to aid in the onboarding of new clients and ensure a smooth entry into the RTM ecosystem. By proactively conveying meeting choices, the schedule of events, reminders, expectations, and hotel information, customers are better prepared for events.

Customer Success 15

Customer Success Leadership Customer Experience Stakeholders 15

SmartKarrot

MARCH 22, 2022

Prioritize your book of business and build a new and high-performing 1:many process to drive scaled success among your partners. Develop a trusted advisor relationship with customer key stakeholders to fully understand your customer’s business strategy and measurements for success.

Customer Success 19

Customer Success Customer Life Cycle Onboarding Stakeholders 19

SmartKarrot

JANUARY 5, 2021

Partner with regional VPs and transformation teams to prioritize use cases for the various CX projects, and ensure the appropriate global scope or regional applicability of all CX projects is realized. Align internal (company-side) milestones to external (customer-side) lifecycle events. Onboard and coordinate training customers.

Customer Success 10

Customer Success Stakeholders Onboarding Customer Experience 10

SmartKarrot

DECEMBER 16, 2021

Deloitte pointed out five good reasons to prioritize CX, and they’ve never been as true as in 20202: 1. Fun fact: customers are 19 percentage points more likely to share good experiences than a bad one, so there’s every reason to proactively prioritize CX3. Even in industries where competition is less severe (e.g., contact-form-7].

Customer Experience 11

Customer Experience Prioritization Stakeholders Customer Success 11

SmartKarrot

APRIL 6, 2021

As a Director of Customer Success, you will hire, train, and develop a world-class cross-functional team, fostering a culture of teamwork & collaboration and setting the strategy and prioritizing goals. Manage the customer journey from contract through retention across the organization. Train users on the software. Handle renewals (e.g.,

Customer Success 10

Customer Success Digital Transformation Onboarding Account Development 10

Showpad

OCTOBER 14, 2019

While it may be worth keeping outbound in the Marketing mix, prioritizing inbound channels could give your B2B Sales the fuel needed to grow. That means creating content, onboarding materials, events, and other relationship collateral specifically designed for this one client. Diversified Content .

B2B 40

B2B Sales Media Decision-making 40

SmartKarrot

AUGUST 3, 2021

Provide product training & education, ensure successful onboarding, deployment, answer inbound questions, serve as a point of escalation for the support team and bring context to technical issues when appropriate. Drive product adoption through 1:1 customer interactions, training sessions, events and webinars.

Customer Success 10

Customer Success Stakeholders Onboarding Prioritization 10

SmartKarrot

AUGUST 16, 2022

The Quarterly Business Review is a quarterly business meeting where stakeholders meet to discuss KPIs and goals. Quarterly business meetings help build strong foundations and encourage excellent communication between all stakeholders. This is not an event that requires a quarter-delay or more. Why are they important?

Meetings 10

Meetings Finance Stakeholders Customer Success 10

Hubspot Sales

MAY 3, 2024

One reason for this is AI’s capacity to prioritize tickets and then route them to human agents. They had this to say about support ticket prioritization: “We recently started to utilize generative AI tools that can analyze CX requests based on sentiment, intent, and language before appropriately categorizing tickets,” says Salama.

Small Business 72

Small Business Media Co-Creation Publishing 72