Help Scout Leadership

MAY 27, 2021

When considering customer success and account management, it’s valuable to consider them as complementary teams rather than interchangeable groups or, worse, competitors. There are a few things that differentiate customer success from account management. What is account management? What is customer success?

Account Management 66

Account Management Accounts Manager Metrics 66

15Five

APRIL 16, 2024

Without the best tool to help manage and measure employee engagement, you risk missing out on the benefits of a productive, motivated workforce. However, onboarding the wrong software can result in wasted resources and a minimal impact on key engagement metrics such as retention, absenteeism, and turnover.

Employee Engagement 98

Employee Engagement Software Onboarding User Experience 98

AIHR

OCTOBER 14, 2024

Lower hiring costs: Internal employee promotions require less extensive employee onboarding and minimize the recruitment expenses associated with hiring externally. While still on the same level, they now have: Project management duties Mentorship responsibilities 3.

Onboarding 97

Onboarding Compensation Succession Planning Manager 97

Help Scout Leadership

SEPTEMBER 21, 2021

For instance, customer success may be responsible for implementation, onboarding, and lifecycle management at some larger companies. At others, customer success specialists are accountable for managing churn and providing essential support. Assist the sales team in driving and managing renewals.

Sales 104

Sales Sales Onboarding Education 104

Help Scout Leadership

SEPTEMBER 16, 2021

Pitfall #1: Failing to take into account a solid management layer. A common mistake is to build a budget that accounts for the number of agents you need but doesn’t take into account management costs: Agents need someone to go to when they have a question about how to answer a ticket.

Small Business 98

Small Business Scaling Onboarding Metrics 98

Help Scout Leadership

MAY 12, 2021

When a frustrated customer demands a refund, wants to close their account, or expresses disappointment with a product, a great customer service rep can often turn it around with a helpful answer, effective listening, and thoughtful questions. Your finance team, who may be involved with larger account billing. Your sales team.

Retention 117

Retention Revenue Sales Sales 117

Monday Task Management

MARCH 15, 2022

But every new client brings a challenge — how do you successfully onboard them to achieve both a positive first impression and successful results from your services? Intake forms — when used correctly — make it much easier to smoothly onboard clients. Collecting relevant information during the onboarding process.

Onboarding 52

Onboarding Small Business Workflows B2B 52