Remove Benefits Remove Onboarding Remove Sales
article thumbnail

Customer Onboarding Specialist Job Description: Templates and Examples

Help Scout Leadership

Since there are multiple, distinct steps in the customer journey , some companies choose to separate these steps and have them managed by separate roles: The sales team handles pre-sales. A customer onboarding specialist manages onboarding. A customer success specialist owns lifecycle management.

article thumbnail

Using Thought Leadership to Earn Your Way Into Sales Consideration | Steve Watt

Peter Winick

An interview with Steve Watt about enabling sales and thought leaders for the long game. ” It’s also about the “expedition leaders,” people who can share those ideas and insights, and bring others onboard – even if they didn’t create the maps themselves.

Sales 240
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Customer Experience vs. Customer Success: Explained

Help Scout Leadership

A positive customer experience might not necessarily result in a sale in a particular moment, but by creating and delivering a great experience, the company positions the customer to be more likely to purchase in the future. This both provides greater benefit to the customer and often a path to increased revenue for the company.

SaaS 290
article thumbnail

Employee Onboarding: All You Need To Know

AIHR

The employee onboarding process is key to laying the foundation of the employee-employer relationship. A well-designed onboarding program positively impacts performance, job satisfaction, and employee retention. Contents What is employee onboarding? The purpose of an onboarding period is two-fold.

article thumbnail

6 User Adoption Strategies for Growing SaaS Businesses

Help Scout Leadership

To improve user adoption, there are two core areas to consider: Customer onboarding: Your onboarding process gets new users set up and using your product, aiming to deliver value as early as possible. Optimize your customer onboarding process. Get to the heart of why customers use your product. Why do customers use your product?

SaaS 236
article thumbnail

Customer Success Specialist Job Description: Template & Examples

Help Scout Leadership

For instance, customer success may be responsible for implementation, onboarding, and lifecycle management at some larger companies. Company values, key benefits, or even exciting customer experience philosophies are all great things to include here. Manage the onboarding process for each new customer, from technical evaluation onward.

article thumbnail

11 Engaging Onboarding Activities for Your New Hires in 2024

AIHR

Research shows that companies with a strong onboarding activities program can increase their new hire retention by 82% and new employee productivity by over 70%. Onboarding activities are not just about filling out forms and attending training sessions. Contents What are onboarding activities?