CMOE
JUNE 21, 2021
Budgeting involves math, financing, project management, and spreadsheet analysis. Webinar: Making the Most of Limited Resources to Drive the Most Impact : This hour-long webinar discusses how supervisors can adequately manage their responsibilities during times when resources are limited (short-staffed, short on budget and time, etc.).
Red Star Kim
SEPTEMBER 26, 2023
Here, the M&BD professionals – and perhaps those from other disciplines (such as finance or human resources) – will be formed into temporary project teams to assist with particular initiatives. And where firms invested in the area, the pricing teams were more likely to comprise finance professionals and experienced fee-earners.
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Red Star Kim
MARCH 16, 2023
multi-level representation) to move from bow tie to diamond model (hence increasing firmwide relationships as opposed to individual-based KAM Basics – Bowties and Diamonds (kimtasso.com) Link cross-selling sales to the client onboarding process.
Insightly
OCTOBER 19, 2022
Expecting them to learn how to optimally use a new system without proper and thorough onboarding is a mistake many operators make. Opt for a vendor that offers comprehensive onboarding and ongoing support to get the most out of the new system. . Choose a Platform That Offers Onboarding and Success Plans. Inspire Employee Buy-In.
Help Scout
MAY 12, 2021
Your finance team, who may be involved with larger account billing. Find an ally in your finance or business analysis team who can help you understand the numbers that drive your business. Help customers onboard quickly. Your sales team. Your existing support team. Read more ideas in Track Requests to Keep Customers Coming Back.
SmartKarrot
JANUARY 28, 2022
Work with Success Team Members to maintain and deploy trainings, webinars, and content to support product education for publishers. Work closely with the Account Executives to facilitate the smooth transition from the sales cycle to onboarding. Bring the knowledge of best practices for onboarding and CSM playbooks into Resolve.
PandaDoc
MAY 28, 2024
Customer knowledge even transfers to other areas, such as improving client onboarding. For example, a client states they are happy with a communications solution “even though it limits webinars to 40 participants”. Sectors such as retail, healthcare, finance, and software all work with consultative selling.
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