Onboard clients successfully
With this use case, plan and run a smooth onboarding and renewal management process for your clients, while collaborating with key stakeholders, all in one place.
Best for
Overview
Once a deal is closed, successfully onboarding new clients is a key step in the post-sales cycle. With a centralized view, the handoff from account executive to account manager is made easy through these onboarding processes. Sales team managers can see a birds eye view of where onboarding stands, down to granular data such as deal values, renewal status, and more. With this use case, see how you can:
1
Seamlessly onboard new clients successfully via integrated post-sales processes in one place.
2
Work collaboratively with key stakeholders such as customer success representatives and account managers.
3
Accurately track and manage renewals such as status, stage, and more, with different views and widgets.
4
Optimize time management with custom automations to speed up processes such as notifying key stakeholders at the right time.
5
Simplify the onboarding process from migrating to reporting, to increase efficiency.
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See it in action
Results by the numbers
65
%
74
%
“The cool thing is that sales managers get a 30,000 foot view of where the onboarding stands at all times.”
Integrations & Apps
Implementation time
1-5
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Overview
Once a deal is closed, successfully onboarding new clients is a key step in the post-sales cycle. With a centralized view, the handoff from account executive to account manager is made easy through these onboarding processes. Sales team managers can see a birds eye view of where onboarding stands, down to granular data such as deal values, renewal status, and more. With this use case, see how you can:
1
Seamlessly onboard new clients successfully via integrated post-sales processes in one place.
2
Work collaboratively with key stakeholders such as customer success representatives and account managers.
3
Accurately track and manage renewals such as status, stage, and more, with different views and widgets.
4
Optimize time management with custom automations to speed up processes such as notifying key stakeholders at the right time.
5
Optimize time management with custom automations to speed up processes such as notifying key stakeholders at the right time.
