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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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How to Manage a Sales Pipeline for a Startup

Nutshell

Read on to learn more about the importance of sales pipelines for your business and how to manage a sales pipeline for your startup. A refresher definition A sales pipeline is an organized series of stages and tasks that follow the buyer’s journey from lead to customer. What is a sales pipeline?

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How To Prioritize Sales Coaching

Sales Outcomes

A typical sales coaching approach might prioritize investing in the top performers (because they are the ones that will crush their quota) and the lowest performers (because they need the most help). There is a better approach to prioritizing sales coaching efforts. But how do you identify the salespeople that need the most coaching?

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What a User-Friendly Tool for Strategy Execution Looks Like (And Why Your Organization Needs One)

AchieveIt

Does your strategy, the backbone of your organization’s success, live across various spreadsheets and documents? If this sounds familiar, you might consider shifting to a new tool to manage your strategy. At AchieveIt, we prioritize a swift onboarding experience, aiming for a four to six-week implementation process.

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Account Management Solutions: Everything you need to know

Arpedio

This is where effective account management comes into play. Businesses across industries are increasingly turning to account management solutions to streamline their processes, enhance client satisfaction, and drive growth. Importance of Efficient Account Management Efficient account management is essential for several reasons.

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Overcoming Key Challenges in Account Management

Arpedio

In today’s competitive business landscape, effective account management plays a pivotal role in fostering long-term client relationships and driving sustainable growth. Account management involves the strategic management of client accounts to ensure their needs are met, their expectations are exceeded, and their businesses thrive.

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How Two Companies Use Showpad for Remote Onboarding

Showpad

Remote onboarding isn’t easy. Typically, onboarding has always consisted of an in-person welcome on your first day, face-to-face interaction with your manager and setting up/learning relevant technology. Before Showpad Coach, Axiom used a combination of LearnCore and an Excel-based onboarding roadmap.