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Customer Onboarding Specialist Job Description: Templates and Examples

Help Scout

A customer onboarding specialist manages onboarding. If your company is splitting responsibilities in a similar way, this post will teach you how to write a customer onboarding specialist job description that attracts the most qualified candidates and gets them excited to apply.

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The Role of Data Privacy and Security in Digital Onboarding

Customer Think

In today’s digitally-driven world, onboarding has become a critical process for organizations seeking to expand their customer base and stay competitive. The shift towards digital onboarding has made the process more convenient and efficient. Organizations must prioritize protecting the sensitive information […]

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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.

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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.

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Winning Customers by Prioritizing and Enabling their Success

Strikedeck

Vincent Manlapaz, in an interview with Daniel Farkas talks about the importance of having a shared mindset and winning customer’s trust by prioritizing their success.

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How to Manage a Sales Pipeline for a Startup

Nutshell

A refresher definition 5 best practices for managing a sales pipeline for a startup3 types of client onboarding Prioritize your good leads, drop your bad leads Analyze your pipeline regularly Update your processes regularly Standardize your sales pipeline Automate sales pipeline tasks with a CRM What is a sales pipeline?

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Here's What Sales Leaders Should Prioritize in 2021 According to a Sandler Expert

Hubspot Sales

Continue reading to learn what sales leaders should prioritize in 2021. This can include working with them to build out hiring profiles, creating a structured interview process, and revamping onboarding materials as needed. Sales Leader Priorities for 2021. Transparency and involvement from company leadership.