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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. It’s where the rubber meets the road, and the initial relationship you’ve built with your customer before their purchase is put to the test. But there’s more to do.

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How to Manage a Sales Pipeline for a Consulting Firm

Nutshell

Consulting firms need a great sales pipeline to attract leads and close deals, as well as generate recurring revenue from clients and referrals. Read on to learn tips and best practices for managing an optimized sales pipeline for consulting firms. What is the typical sales process for consulting firms?

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15 Account Manager Interview Questions

Hubspot Sales

Account managers are the liaison between a company and its clients. Whether you’re a candidate or a hiring manager, you’ll need to brush up on account manager interview questions before making any big decisions. You can practice formulating answers that highlight your skills as an account manager. Let’s get started!

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Why CRM in Project Management Is Important for Business Growth

Nutshell

Every project management team needs critical customer information and collaboration from other departments to be successful. Using a CRM in project management could be the answer you need for ultimate inter-departmental cohesion. What is CRM in project management? Nutshell has what you’re looking for.

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The ultimate guide to contractor management software with tips and benefits

PandaDoc

In this article, we’re going to learn all about contractor management software (CMS). Contractor management software is a tool that helps organizations streamline and automate the processes related to hiring, onboarding, monitoring, and evaluating external contractors and vendors. It can help you control costs.

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The ultimate guide to contractor management software with tips and benefits

PandaDoc

In this article, we’re going to learn all about contractor management software (CMS). Contractor management software is a tool that helps organizations streamline and automate the processes related to hiring, onboarding, monitoring, and evaluating external contractors and vendors. It can help you control costs.

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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.