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The definitive guide to effective client onboarding

PandaDoc

This 90-day period, often called “onboarding,” is perhaps the most critical time in the client-business life cycle. An excellent onboarding experience builds trust, addresses concerns, and sets expectations for both the client and your project team. A high-performing company has well-defined yet flexible client onboarding processes.

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Questions to ask about conversion optimization platforms

Martech

Questions for vendors Questions to ask each vendor include: What kind of conversion rate improvements do you typically see with your clients? Will we have a dedicated account manager and technical support, especially with the initial migration? Do you have other clients in our vertical? And how much do they cost?

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ChatGPT turns one: How generative AI is revolutionizing PPC

Search Engine Land

Hollywood writers negotiated new contracts to continue earning a living when genAI could use their ideas to create new plot twists. Looking back at ChatGPT’s debut ChatGPT launched on Nov. These early applications demonstrated the immense potential for ChatGPT in PPC account management and campaign optimization.

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Customer success gets passionate

Martech

“The meeting might be going through to a salesperson, account manager or a CSM. ” Cipirani-Espineira has been in SaaS customer success throughout her career, including in senior account director and VP Customer Success roles at Cision and Medallia respectively. From account management to customer success.

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Customer Retention Playbooks 101: Building a Structured Approach to Keeping Customer Happy

Sales Hacker

Why is it that companies have a sales process they follow rigorously to win business, yet avoid the same discipline in managing those customers throughout the lifecycle of their contracts? Too often contract cancellation (or non-renewal) comes as a surprise, but it never should. Today we can start to change that.

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What is marketing work management?

Martech

Additionally, marketing projects — whether they’re campaigns or websites or whitepapers or videos — regularly involve working with outside resources, whether it’s an agency or a contract designer or photographer. Improved coordination with clients and other stakeholders. Digital asset management and file sharing.

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Steps on How to Become a Sales Rep: A Comprehensive Guide

Lead Fuze

In this blog post, we will explore the role of sales representatives – from negotiating contracts and identifying leads effectively, to building relationships with potential clients. They conduct business operations, negotiate contracts, identify leads, contact prospects, and close deals. Plus, they get to travel.