Apptivo

OCTOBER 21, 2021

This edge helps companies accelerate client onboarding, customer support, sales follow-ups, upsells, and other sales processes. It’s now available to smaller players too, via digital transformation. This information becomes vital to the relationship-building process and could segment offers and target more effectively.

CRM 98

CRM Healthcare Software Software 98

DemandFarm

MAY 22, 2023

By working together, they can develop strategies and plans to cater to the needs of both new and existing clients, ensuring a seamless customer experience throughout the sales cycle. Collaborating on Client Onboarding and Transition Sales Managers and Key Account Managers can collaborate during the client onboarding and transition process.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

PandaDoc

MAY 28, 2024

Customer knowledge even transfers to other areas, such as improving client onboarding. The sales rep researches the client and discovers they are a senior VP of IT operations at a large enterprise. The article quotes the CEO, “This year is going to be a digital transformation.”

Sales 52

Sales e-Learning Healthcare Software 52