Arpedio

MARCH 6, 2024

Effective account management not only strengthens client satisfaction and loyalty but also enhances the overall reputation and profitability of the organization. Role of account managers in fostering client relationships Account managers serve as the primary point of contact between the organization and its clients.

Account Management 52

Account Management Management Client Relationships Communication 52

OnStrategyHQ

FEBRUARY 16, 2024

Embracing AI within your business strategically can transform your organization, helping you multiply your mission and achieve what was impossible without adding additional human labor. A thoughtful, strategic approach to integrating AI into your organization is essential; otherwise, you’re throwing valuable time and investment away.

Artificial Intelligence 52

Artificial Intelligence Government Value Proposition Co-Creation 52

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

SmartKarrot

NOVEMBER 14, 2022

The decisions your business makes during the account onboarding process can be crucial for determining the future success of an account. Account onboarding can help your business address customer queries and concerns related to the value your products and services can provide them.

Onboarding 10

Onboarding Customer Success Stakeholders Decision-making 10

Insightly

JULY 26, 2023

It involves establishing, tracking and organizing the various stages of the sales process to ensure smooth and efficient conversion of prospects into customers. Sales pipeline management provides a clear framework for tracking and prioritizing deals, and adopting a sales pipeline funnel template can further streamline the process.

CRM 52

CRM Management Sales Decision-making 52

Arpedio

MAY 23, 2023

In short, Sales coaching aims to help salespeople reach their sales targets, advance their sales skills, build confidence, and ultimately drive revenue growth for the organization as a whole. Start by centralizing your account and stakeholder data in Salesforce! Table of Contents 1. What is Sales Coaching? Let's talk!

Sales 52

Sales Account Management Stakeholders CRM 52

Insightly

DECEMBER 15, 2021

Here is the CRM implementation process we developed over the years to use whenever onboarding new customers and how you can make it work for your company. Despite the compelling reasons to switc h, organizations continually find themselves settling for what’s familiar. Onboard And Train Your First CRM Users .

CRM 97

CRM Onboarding Software Software 97

Showpad

JANUARY 15, 2021

To set themselves apart, organizations must embrace business, digital and sales transformation. While each organization will have its own basket of preferred metrics, the Showpad platform broadly enables data-driven strategies to succeed through a flow of rich, accurate and actionable data. Document best practices and replicate them.

B2B 83

B2B Artificial Intelligence Sales Digitalization 83

SmartKarrot

DECEMBER 15, 2022

Role: Customer Success Lead Location: Sydney, New South Wales, Australia (Hybrid) Organization: Hatch As a Customer Success Lead, you will advocate for customers by providing feedback to internal teams on how to better meet customer needs. Actively seek and develop strategies to help key stakeholders. Apply here: [link].

Customer Success 19

Customer Success Onboarding Stakeholders Prioritization 19

ProlifIQ

FEBRUARY 23, 2024

With more stakeholders involved in buying decisions and higher rates of “no decision” outcomes, maximizing strategic accounts is more critical than ever. A few key findings 87% – The number of respondents who said strategic account planning was important or very important to their organization.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 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

SuperOffice

AUGUST 1, 2022

Interestingly, the same report shows that only 21% of underperforming organizations are aiming to increase the average sale price for deals. How many stakeholders usually take part in the decision-making process? This means – don’t be afraid to miss low-ticket leads when prioritizing high-paying prospects.

Decision-making 117

Decision-making Prioritization B2B Marketing 117

SmartKarrot

JANUARY 3, 2023

Director of Customer Success Location: Remote, United States Organization: ABC Fitness Solutions As a Sr. Hire, lead, manage and mentor Onboarding and implementation Success teams within the Customer Success organization. Indirectly lead a team of 41 across Onboarding & Implementation and Success.

Customer Success 19

Customer Success Onboarding Suppliers Stakeholders 19

Arpedio

APRIL 27, 2023

This can include onboarding materials, sales methodology training, and products training. By having a clear view of their pipeline, sales reps can prioritize their activities and focus on the opportunities that are most likely to close. This allows them to quickly identify which deals are at risk and which ones require more attention.

Sales 52

Sales Software Software Sales Training 52

Hubspot Sales

MARCH 18, 2019

Despite the potential benefits of key account management to your bottom line, it's not a good fit for every organization. While a salesperson focuses on the short term -- by necessity -- a key account manager (KAM) prioritizes the future. Your organization needs an explicit, strict definition of key accounts.

Key Account Management 126

Key Account Management Account Management Management Account Strategy 126

SmartKarrot

SEPTEMBER 28, 2022

Role: VP, Customer Success Location: San Francisco, CA, US (Remote) Organization: Panther As a VP of Customer Success, you will lead and mentor the Customer Success teams by investing in the people, processes, and technology. Prioritize programs and investments that help customers increase their ROI from Panther.

Customer Success 19

Customer Success Customer Experience Stakeholders Onboarding 19

SmartKarrot

DECEMBER 1, 2022

Role: Customer Success Specialist Location: Irving, TX, United States (Hybrid) Organization: Injala As a Customer Success Specialist, you will examine client Requests (problems with the system and requests for enhancements) to determine both severity and priority. This includes separating system defects from user errors.

Customer Success 19

Customer Success Client Onboarding Onboarding Key Account Management 19

SmartKarrot

SEPTEMBER 30, 2022

Role: VP of Customer Success Location: Remote, United States Organization: Instabase As a VP of Customer Success, you will set the vision and strategic plan for the Technical Account Management and Customer Engineering functions, focusing on increasing product adoption, leading an exceptional customer experience, and driving growth.

Customer Success 19

Customer Success Stakeholders Onboarding Customer Experience 19

DemandFarm

MAY 22, 2023

They prioritize the unique needs of these clients, delivering customized solutions and services that cater specifically to their requirements. Key Account Managers: Emphasize long-term growth and client retention Key Account Managers, on the other hand, prioritize long-term growth and client retention.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

PandaDoc

APRIL 24, 2023

Sales enablement techniques include using coaching, relevant content, training, and technology to help sales agents onboard, improve their sales skills, and sell more and faster. As you might expect, traits of a sales enablement manager include a high level of organization and a keen interest in data analysis.

Sales 52

Sales e-Learning Onboarding Software 52

SalesGlobe

SEPTEMBER 1, 2022

And you do that through a stakeholder analysis. So you really start to think about, okay, what is this change going to be what’s going to happen and who’s going to be impacted, because if you don’t understand who’s going to be impacted by that change, it’s really hard to focus your activities in and prioritize.

Management 52

Management Stakeholders Retail Communication 52

SmartKarrot

SEPTEMBER 5, 2022

Role: Director of Client Success Location: San Diego, CA, US (On-site) Organization: Dassault Systèmes As a Director of Client Success, you will drive Customer satisfaction & advocacy prioritize, escalate and manage customer critical issues. Establish and maintain proactive communication with key customers and stakeholders.

Customer Success 19

Customer Success Onboarding Prioritization Facilitation 19

SmartKarrot

DECEMBER 13, 2021

Role: Associate Director, Customer Success Location: Remote, New York, NY, US Organization: Wunderkind As an Associate Director of Customer Success, you will mentor and inspire a small team of high-performing Customer Success Managers & Associates. Act as subject matter expert driving best practices and the main POC for all client needs.

Customer Success 19

Customer Success Onboarding Stakeholders Publishing 19

Arpedio

MARCH 27, 2023

It also helps sales leaders and reps organize and track prospects and see how potential deals are progressing against their monthly, quarterly, or annual targets. In a few more words, pipeline management is important because it helps organizations effectively plan, organize, and track the progress of leads from A to Z.

Software 52

Software Software Management Sales 52

Arpedio

MARCH 27, 2023

It also helps sales leaders and reps organize and track prospects and see how potential deals are progressing against their monthly, quarterly, or annual targets. In a few more words, pipeline management is important because it helps organizations effectively plan, organize, and track the progress of leads from A to Z.

Software 52

Software Software Management Sales 52

Mike Kunkle

FEBRUARY 27, 2023

You may have some formalized elements, such as a great onboarding program, and should strive to get the most critical Building Blocks and systems in place, as you can. In addition, expand your awareness of the disciplines and practices of organizational performance improvement, such as Organization Development.

Sales 56

Sales Onboarding Publishing Transportation 56

SmartKarrot

NOVEMBER 30, 2023

Pragya stressed the importance of maintaining communication with stakeholders, ensuring that both the decision-makers and end-users understand the product’s purpose and value. Prioritize Risks Balancing customer advocacy and the company’s ultimate goals is crucial for a strong risk mitigation playbook.

Management 10

Management Stakeholders Value Proposition Onboarding 10

SmartKarrot

JANUARY 16, 2023

Role: Director – Customer Success Location: Morrisville, NC, United States Organization: Lenovo As a Director – Customer Success, you will manage and grow a global Customer Success organization. Responsible for the onboarding process for new accounts to ensure successful implementations. Apply here: [link].

Customer Success 19

Customer Success Client Onboarding Onboarding Stakeholders 19

SmartKarrot

JANUARY 28, 2022

Role: Customer Success Director Location: Remote, United States Organization: impact.com As a Customer Success Director, you will be delivering world-class support to the top clients. Partner with the Sales organization to uncover and capitalize on upsell and expansion opportunities.

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

SmartKarrot

MARCH 30, 2022

Role: Director, Customer Success Location: Remote, United States Organization: Domo, Inc. Work to ensure customer satisfaction with the Domo product by anticipating their needs, understanding the overall vision of their company and helping stakeholders achieve business success through the Domo platform.

Customer Success 19

Customer Success Onboarding Stakeholders Prioritization 19

Nutshell

AUGUST 6, 2018

Gather more information on the prospect in advance of a formal presentation; learn as much as possible about their company operations, desired outcomes, and the specific needs of all stakeholders. PASS TO ONBOARDING. CREATE LIST OF STAKEHOLDERS. Make initial calls and/or send cold emails to everyone on your stakeholder list.

B2B 48

B2B Negotiation Stakeholders Decision-making 48

Insightly

DECEMBER 15, 2021

Here is the CRM implementation process we developed over the years to use whenever onboarding new customers and how you can make it work for your company. Despite the compelling reasons to switc h, organizations continually find themselves settling for what’s familiar. Onboard And Train Your First CRM Users .

CRM 52

CRM Onboarding Software Software 52

Insightly

DECEMBER 15, 2021

Here is the CRM implementation process we developed over the years to use whenever onboarding new customers and how you can make it work for your company. Despite the compelling reasons to switc h, organizations continually find themselves settling for what’s familiar. Onboard And Train Your First CRM Users .

CRM 52

CRM Onboarding Software Software 52

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. Engage with clients at all levels and be the lead for all client engagements.

Customer Success 19

Customer Success Stakeholders Negotiation Onboarding 19

SmartKarrot

SEPTEMBER 13, 2021

Role: Customer Success Director Location: Franklin, TN Organization: Maetz Consulting, LLC As a Customer Success Director, you will spearhead the end-to-end effort to help build a new and thriving Customer Success team from the ground up, one person at a time. Apply here: [link] Role: Customer Success Manager, U.K.

Customer Success 18

Customer Success Onboarding Prioritization Stakeholders 18

Zendesk

JUNE 21, 2023

Anyone can be a brand advocate and includes, but is not limited to, customers, employees, influencers, and stakeholders. Many businesses prefer to invest in the employee experience to organically boost word-of-mouth referrals since employees are typically credible sources and their advocacy is more cost-effective than traditional advertising.

Media 52

Media Onboarding Advertising Customer Experience 52

SmartKarrot

SEPTEMBER 1, 2021

Role: Associate Director, Customer Success Location: London, England, United Kingdom Organization: Labcorp Drug Development As an Associate Director of Customer Success, you will develop and deploy a compelling vision and strategy for customer experience across the Clinical Trial Testing Solutions (CTTS) division.

Customer Success 19

Customer Success Advertising Onboarding Customer Experience 19