Nutshell

MARCH 28, 2024

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?

Management 71

Management Prioritization CRM Sales 71

Arpedio

MARCH 5, 2024

Definition of Account Management Solutions Account management solutions refer to tools, software, and strategies designed to facilitate the management of client accounts, relationships, and interactions.

Account Management 52

Account Management Management Client Relationships Facilitation 52

SmartKarrot

MAY 24, 2021

Defining and optimizing the client onboarding lifecycle based on client segmentation. Influencing future lifetime value through higher product adoption, client satisfaction, and overall health scores. Addressing escalated client issues with speed and urgency, orchestrating resources across the company as appropriate.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

JULY 22, 2021

Collaborate closely with sales, operations & data teams to ensure clean onboarding of all new self-serve customers. Drive new business growth to warm lead conversion, cold lead identification, and innovative business development initiatives. Serve as the voice of customers to inform product roadmap decisions.

Customer Success 10

Customer Success Onboarding Client Onboarding Publishing 10