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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. We’ve created this customer onboarding guide to kickstart your onboarding strategy and create a process that reduces churn and delights customers. Find out here.

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The 10 Best SaaS CRM Software

Hubspot Sales

Delivering a product to a global audience in highly competitive fields requires impeccable organization, constantly improving customer retention, and top-tier relationship management — and some assistance from AI and automation can only help. 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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CRM Onboarding: Steal Our Battle-Tested Framework

Insightly

CRM onboarding is the process of introducing new users to a CRM system. The process involves setting up and organizing contacts, as well as learning how to use different features of the CRM. If you are new to a CRM system and want to use it efficiently, participating in CRM onboarding is highly recommended.

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The Best 10 CRM Software for Small Business

Hubspot Sales

What you need is customer relationship management (CRM) software. A CRM solution can save you time, keep your team organized, and boost sales and customer retention, no matter your size. Here are four ways a CRM software pays for itself once you get it up and running.

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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.