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The Definitive Guide to Client Onboarding and Positive Customer Experiences

Nutshell

Regardless of your business type or industry, a well-thought-out and structured client onboarding process is the secret to long-term customer retention. It’s where the rubber meets the road, and the initial relationship you’ve built with your customer before their purchase is put to the test. Why is customer onboarding essential?

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The 10 Best SaaS CRM Software

Hubspot Sales

Benefits of Using a SaaS CRM The Best SaaS CRM Software Finding the Perfect CRM for Your SaaS Company What Is a SaaS CRM? The term " SaaS CRM " refers to CRM software specifically tailored for software-as-a-service (SaaS) businesses. Read our full guide on how to use CRM software here: How to use CRM software.

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Employee onboarding: What it is, steps, and 6 free checklists

Zendesk

What is an onboarding process? An employee onboarding process refers to the steps that integrate new employees into an organization. One way to reduce employee churn is to implement an employee onboarding process that sets recruits up for success in their new roles.

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Best Sales Training Software

Hubspot Sales

Without sales training software, it would be very difficult to ensure reps are applying best practices, staying up-to-date with the products and services they’re selling, and closing deals. In this post, we will go over: What is Sales Training Software? EdApp Source EdApp is a training software that supports sales teams.

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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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CRM Onboarding: Steal Our Battle-Tested Framework

Insightly

CRM onboarding is the process of introducing new users to a CRM system. CRM onboarding is an essential part of the process of adopting a new CRM, and it plays an instrumental role in helping users get the most out of their new system. Understanding what is CRM onboarding is important for anyone adopting a new CRM system.

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The 5 Best Practices for Perfected Remote Onboarding

Showpad

Having to navigate new technology and software on their own. Remote onboarding is not an easy feat. Human resources teams everywhere are still trying to figure out how to best onboard new employees when they can’t be there to answer questions and ease their nerves. Create a step-by-step remote onboarding plan.