Navigating the Vendor Onboarding Process

Let’s face it — getting new vendors on board can be a make-or-break situation. When you nail the vendor onboarding process, you lay...

Churn Prevention: 5 Strategies to Prevent Customer Churn

Your sales and marketing team has a full-blown system for generating leads and acquiring new customers. They are crushing their...

Top 7 Customer Success Tools in 2024

Customer success tools help companies manage the customer experience — from pre-sales to renewals. Admins or CS leaders typically...

How To Adapt Onboarding Strategies To Meet Customers’ Learning Style

Originally shared on Forbes Business Council

What is a Customer Success Manager (CSM)?

The heart of modern customer engagement strategies lies with the Customer Success Manager (CSM) — a role dedicated to helping...

Enhancing Customer Engagement With a Customer Onboarding Framework

First impressions are crucial. This is where the customer onboarding framework comes into play, acting as the linchpin for turning...

Crafting Customer Onboarding Welcome Emails (Free Templates)

A customer’s first impression can significantly influence their customer journey and eventual lifetime value. As your first...

Customer Success Platform, CRM or Onboarding Portal: Which Do You Need?

With so many business enablement tools today, it can be tough to decide which are worth the investment. You want to have the best...

How to Build a Self-Serve Customer Onboarding Process

Did you know it takes 100 days to onboard the average corporate client?