Red Star Kim

JUNE 15, 2023

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. 800,000 global company profiles and 15,000 reports.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

PandaDoc

MARCH 9, 2024

Monday.com for Sales Teams Monday.com’s integration with Slack will allow your channel members to get notified whenever there’s an update on a project. Not only that, you can even set reminders for due dates, create sales assignments in Slack, and copy updates on different channels (e.g., Pricing : Paid plans begin from $8/user/month.

Co-Creation 52

Co-Creation Communication Meetings Onboarding 52

SmartKarrot

JUNE 12, 2023

As we scale the client onboarding programme, we will improve, implement, and streamline internal processes. Think creatively to address issues and pay attention to clients’ needs. To assist with aftermarket sales efforts, conduct research on and rebuild relationships with current customers in CRM.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Client Onboarding 19

SmartKarrot

JANUARY 10, 2023

Developing Customer Success assets, working collaboratively with Marketing, CX, and Sales teams to establish and refine customer materials and solutions. Refining and adding to the initial strategy laid out in sales for key accounts through collaboration with all key internal and external stakeholders. Apply here: [link].

Customer Success 19

Customer Success Supply Chain Co-Creation Client Onboarding 19