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How to Work With a Consultant: The Ultimate Guide

Neil Patel

Unfortunately, your in-house team doesn’t have the required expertise to push through change. Hire a consultant, hands down. A consultant can provide your company with specialized knowledge to help solve specific problems, allowing you to gain a competitive advantage. So what do you do? Experience and Expertise.

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Get your Customer Onboarding right- Andrew Marks

CustomerSuccessBox

SuccessHACKER is a Customer Success advisory firm focused on providing education, recruiting, and consulting to high-growth companies. Here, he talks about the steps to get a perfect customer onboarding. What are the ingredients of a perfect customer onboarding ? What are the KPIs and metrics you track for onboarding?

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How Job Hopping Is Hurting Your Sales Team

Sales Hacker

As the president of Sales Xceleration, a firm specializing in assessing and implementing sales strategy , sales processes, and sales execution to drive growth, I’ve seen how job hopping can affect otherwise stable sales teams. Grant Thornton consulting firm ). Grant Thornton consulting firm ). Job hopping by the numbers.

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How To Effectively Onboard New SDR Hires

InsightSquared

It’s easy to say you need great onboarding, but it’s another to implement effective onboarding. On top of that, it’s easy for growing companies to push an onboarding strategy low on the list of priorities. Bad onboarding can have lasting repercussions that continue to have a negative impact on your company for years.

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5 lessons learned starting a new team within our sales organization

Intercom, Inc.

A little over a year ago, I got the opportunity to start a new team within our sales organization – a team of Relationship Managers dedicated to growing our current customers at scale. To do the first, we had to hire, train, and write a playbook – the building blocks of any team. Relentlessly measure impact.

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How to balance customer success and revenue in sales

Intercom, Inc.

Many organizations create customer success teams but there’s no clear definition as to how these teams develop long-term value for both the customer and the business. Some sales teams consider a customer success manager as the post-sale counterpart of an account executive. The role of customer success teams.

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How To Create Good Onboarding Surveys for SaaS

User Pilot

Growing numbers of SaaS companies are adding an onboarding survey to their customer sign-up flows. But what distinguishes a good onboarding survey from other types of business intelligence? What is an onboarding survey? What should be included in an onboarding survey? Sample questions for onboarding surveys.