The traditional processes for onboarding new clients are broken. If you are a company that brings on new clients, you probably already know this, but you continue working with emails, spreadsheets and clunky project management software because there isn’t a better...
[Updated Dec. 29, 2021] How do you manage that moment when your sales team hands off a new client to start their onboarding process? How long is it taking for the transition to the customer success or onboarding team? How are you all communicating? Manual...
A lot of things have gone digital, and in most cases capturing information digitally is an easier and more efficient way versus paper documents. Client onboarding is no different, and the ability to capture a lot of the information you need from clients digitally can...
In part one of this blog, we discussed the various differences between IaaS, PaaS, and SaaS as it pertains to cloud computing and data management. If you haven’t read that yet and need a quick overview of each one, we recommend going back and reading it first....
If you don’t live and breathe tech industry language, you might be a little confused about all the acronyms that end with “as-a-service” out there today. These include software-as-a-service (SaaS), platform-as-a-service (PaaS), or infrastructure-as-a-service (IaaS)....
This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
Recent Comments