PandaDoc

FEBRUARY 28, 2025

Leveling up your document management system is an excellent way to improve your RevOps strategy and enhance customer experience. 2X, a Marketing as a Service business, switched to PandaDoc for their document processes and saw a growth in sales and increased customer satisfaction.

Decision-making 52

Decision-making CRM e-Learning Acquisition 52

PandaDoc

APRIL 11, 2023

Knowledge base A knowledge base is a local repository of your company’s wisdom: internal documents, guides, assets, templates, research results, etc. In this situation, a knowledge base is crucial so that both onboarding and knowledge-sharing processes don’t become a nightmare. Train your sales representatives regularly.

Sales 52

Sales e-Learning Communication Decision-making 52

Help Scout

SEPTEMBER 23, 2018

That way, when considering raises or annual reviews, you can look back on your insights from the 30/60/90 period, along with similar conversations and benchmarks for each of your employees. 30 day review. You’ll have plenty of opportunities to dig deep on performance review in the next two review processes.

Onboarding 40

Onboarding Construction Performance Review Communication 40

Help Scout

JANUARY 13, 2019

Of course, you know that your higher-ups will turn to you to get a handle on user sentiment during a company crisis or will want to check in on your KPIs as the end-of-year performance review season looms, but when do you organically get a chance to show off to the whole company what support has accomplished? Likely not very often.

Communication 40

Communication Leadership Meetings Decision-making 40

SmartKarrot

SEPTEMBER 14, 2022

Review, approve, and present periodic reporting on the progress of team efforts to the Leadership Team. Facilitate performance reviews and coaching sessions, encouraging team members to continuously grow. Create and drive utilization of standard playbooks, templates, and documentation to be used by the Customer Success team.

Customer Success 3

Customer Success Global Accounts Performance Review Customer Experience 3

SmartKarrot

JULY 14, 2022

Oversee team culture building and performance management (e.g. team celebrations, PTO calendars, performance review cycles, etc.). Lead efforts to refine internal and client-facing processes and documentation (searchable knowledge base, user guides). Pinpoint and pursue expansion opportunities within your portfolio.

Customer Success 3

Customer Success Customer Experience Performance Review Onboarding 3

SmartKarrot

JUNE 2, 2021

Develop and refine a process that supports efficient, customer-centric product onboarding. Coach team to achieve company and business unit goals and objectives, while supporting its vision and values, conducting and completing performance reviews in alignment with corporate strategy.

Customer Success 10

Customer Success Onboarding Performance Review Facilitation 10

SmartKarrot

MAY 8, 2023

If the person is hired, they must still undergo numerous steps before they are completely onboarded. Along with the first-day jitters, new team members must also navigate through various onboarding formalities including filling up forms/paperwork/documents etc. Imagine having a conversational experience during your reviews.

Remote Working 10

Remote Working Emotional Intelligence Performance Review Onboarding 10

SmartKarrot

JANUARY 25, 2022

Their services include recruiting, document management, onboarding, reporting, payroll, performance review, time & attendance, and employee self-service. The software aims at simplifying payroll, productivity, and HR management for small and mid-sized firms. Headquarter: Sydney, Australia.

Innovation 10

Innovation Decision-making Software Software 10