Neil Patel

OCTOBER 24, 2020

Onboarding Process. Once everyone is on the same page, formal documentation should be signed and delivered to the involved parties. Once everyone is on the same page, formal documentation should be signed and delivered to the involved parties. Operations Consultants. Role Clarification.

Consulting 132

Consulting Sales Hiring Technical Review Sales Recruiting 132

Totango

NOVEMBER 6, 2020

Using customer data to guide its strategy, SAP focused their attention on the initial stages of the customer journey—onboarding and adoption. Scale Action to Efficiently Retain Customers. Introducing Customer Success best practices at scale means finding significant operational efficiencies.

Engagement 48

Engagement Data Scale Customer Lifetime Value 48

Valuize Consulting

DECEMBER 22, 2021

As you double down on Value-Based Outcomes, we recommend that you develop packaged service offerings to onboard and deploy your customers in a quick and outcome-based manner. Traditionally, Customer Success is considered a Post-Sales motion and a Customer Success Manager (CSM) is only brought in once a customer has been signed and onboarded.

Customer Success 52

Customer Success Sales Retention Operational efficiency. 52

ChurnZero

MAY 20, 2021

Investigate technology for your Customer Success team Once you’ve organized and cleaned your data, you want to put those customer insights to use and increase your operational efficiencies through automation. Watch out for these self-centered actions that prioritize efficiency and profit over the customer experience and value.

Customer Success 90

Customer Success Payments Payment Services Scale 90

Intercom, Inc.

MARCH 15, 2018

As Stripe becomes an increasingly mature company, efficiency will get more important for us, but right now we’re very focused on making sure that we’re proving the very best possible experience to the merchants. Our internal operating efficiency in terms of our infrastructure spend, etc is a little bit lower on our priority list.

Engineering 214

Engineering Management Merchant Services DevOps as a Service 214

SmartKarrot

FEBRUARY 21, 2023

When required, set an example for your direct reports by working directly with clients and showing them what best-in-class looks like in terms of operational efficiency and client communication. Along with the launch teams, offer outstanding onboarding experiences and customer projects on time.

Customer Success 19

Customer Success Merchant Services Sales Recruiting Sales Hiring 19

SmartKarrot

AUGUST 17, 2021

Document and implement data management best practices for your team. Drive operational efficiency by automating and improving processes and best practices. Lead all customer success initiatives, from onboarding and training to ongoing engagement, throughout the customers’ journey.

Customer Success 19

Customer Success Outsourced Development Operational efficiency. Education 19

OpenView Labs

MARCH 10, 2019

They receive personalized onboarding and periodic catch-ups on the progress of their projects. This insight helps us focus on making sure that we promote the adoption of those features, and that those features are particularly well documented in our Help Center. Just-in-time low-touch.

Scale 69

Scale Customer Success Scaling Sales Hiring 69

SmartKarrot

APRIL 28, 2021

Oversee process for contract and document execution. Coordinate between REEF operations and client, including site surveys, walk-throughs, application deployment, to ensure the success of new applications. Lead communications with clients throughout deal execution and onboarding, and conduct portfolio and business quarterly reviews.

Customer Success 10

Customer Success Underperforming Technical Team Payment Services Payment Methods 10

SmartKarrot

APRIL 6, 2021

Continuously improve operational efficiencies with tools and processes. Build a global services organization to support customers from onboarding and training through to long-term enterprise digital transformation projects. Collaborate daily with both external customers and internal employees for a smooth resolution to issues.

Customer Success 10

Customer Success Sales Recruiting Sales Hiring Scale 10

SmartKarrot

JULY 14, 2023

HR Service Delivery (HRSD): ServiceNow’s HRSD features support HR service delivery, including employee onboarding, offboarding, case management, and employee self-service. The RPA tool can go through stats, verify processes, and generate compliance reports to improve overall organizational efficiency and reduce risks.

compliance 10

compliance Scale Enterprise Finance 10

SmartKarrot

MAY 10, 2021

Working on new customer onboardings to map their business needs and design bespoke centered solutions tailored to their use cases and business logic. Maintain clear and updated documentation on all information gathered to ensure the rest of the team is enabled to operate efficiently.

Customer Success 10

Customer Success Payment Services Sales Recruiting Payments 10

Point Nine Land

APRIL 21, 2021

You just revamped the onboarding experience. Launch documents. Put together documents about your biggest upcoming releases stating why you are developing this feature, who it is for, when it is going to be released and basically all the info people keep asking you about.

Sales Hiring 52

Sales Hiring Startup Scale Software Review 52

Sales Hacker

NOVEMBER 10, 2020

It automates the tedious parts of the response process, like filling in the right answers and formatting documents so you can finish RFPs in hours instead of days. And every week we’re onboarding three to four to five teams. We actually brought in a CEO for our series B, Eric Holston, and Eric was operational efficient.

VP of Engineering 75

VP of Engineering Scale Development Team Review Technical Review 75

SmartKarrot

AUGUST 5, 2021

The responsibilities of product operations roles include, Collaborate with Design, Engineering, Sales, and Marketing teams Track and manage customer feedback lifecycle Data extraction and easy access to product information Implement and manage product management tool stack Create a backup of templates, reference guides, etc. Final Thoughts.

Scale 10

Scale Marketplace as a Service Product Marketing Software Development 10

SaaStr

AUGUST 15, 2020

So it’s about operational efficiencies, productivity gains, digital experiences and making sure we’ve captured those. Are you finding maybe quietly in the background, you need a little bit more services, a little bit more onboarding, a little bit more things that maybe weren’t anathema a couple years ago.

Payment Methods 197

Payment Methods Merchant Services Scale Payments 197