by Harris Clarke | Oct 21, 2020 | Implementation, Onboarding
Customer success for new SaaS clients starts long before they actually begin using your software. Your sales team lays the groundwork by building a relationship and explaining how your software can provide solutions for their most pressing problems. Then it’s up to an...
by Todd White | Sep 3, 2020 | Implementation
Most companies have experienced a situation where they delivered exactly what the customer needed, but in the end, the client was still unhappy with the outcome and dissatisfied with the process. Usually, it’s because the client had certain expectations about what...
by Chandler Olsen | May 7, 2020 | Implementation
As a Sales Development Rep at GuideCX, I call people all over the United States and Canada. It’s my job to be precise and productive in delivering valuable information to people. I talk with CEOs, COOs, VPs of Sales, Operations, Client Services, and Client Success....
by Todd White | Apr 24, 2020 | Implementation
Before you even start the onboarding process with your clients, it’s important that you have your own internal processes worked out. The more prepared you are before you start onboarding, the less likely you will run into challenges that slow you down, leave clients...
by Peter Ord | Apr 23, 2020 | Implementation
What does your current onboarding process look like right now? If the answer is that you don’t have a process, or your process lives inside one of your team members’ heads, that’s a recipe for losing clients—and the most successful businesses are those that foster...
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