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Define and track onboarding by phase, user progress, account, and portfolios.
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Handle this critical component of the post sales customer journey.
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Create the right scoring system for your organization.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Track your tasks easily by account, product, and outcome categories for better efficiency.
Create dynamic segment across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Automate your actions, alerts, playbooks and more.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Improve decision making and actions for enhanced outcomes.
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In this blog, we will comprehensively discuss IDEM, a framework that assists in upselling and cross-selling for key accounts management.
02 Dec, 2022
In this blog, understand what are Net Dollar Retention, ARR Churn, and Revenue Churn in detail.
24 Nov, 2022
Land and expand strategy is a relatively fresh concept in the customer success world. In this blog, we help you understand how organizations can make their customers their next growth engine using this strategy.
22 Nov, 2022
Client success manager designations have become a hot property nowadays. In this blog, we provide you with an absolutely free downloadable client success manager job description. On top of that, we also provide you with valuable insights about the...
17 Nov, 2022
Do you aspire to become a client success specialist? If yes, check out this blog wherein we have mentioned the top 5 books that will help you become one of the best.
16 Nov, 2022
Account onboarding is said to be like a goldmine for B2B SaaS organizations. In this blog, we look at the varied reasons that make account onboarding the shortest path to great account servicing.
14 Nov, 2022
Account planning is a crucial part of accounts management. In this blog, we have provided the information to keep account planning simple by offering a free template that you can download right away!
09 Nov, 2022
Do you want to know more about ABS: Account Based Selling and ABM: Account Based Marketing? If yes, this blog is written just for you!
03 Nov, 2022
What are the top account management challenges and key challenges in client services? Let us find out in this blog.
02 Nov, 2022
Are you aware of how the augmented intelligence framework works for customer success and account management? If not, check out this blog today!
31 Oct, 2022
In this write-up, we discuss the top strategic account management strategies that enterprises should be aware of.
28 Oct, 2022
Client services teams have to undergo certain challenges in the B2B domain. In this write-up, we focus on such challenges and provide answers on how to overcome them in a hassle-free manner.
27 Oct, 2022
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