ClientOnboarding

How to Use CRM Best Practices to Improve Client-Onboarding

The First Sale is Only the Beginning When it comes to customer onboarding, it doesn’t matter who the customer (clients, employees, shoppers) is, you only have one opportunity to make a first impression. Top brands like Salesforce, Travel Protection, and Berkshire Hathaway are delighting customers through the onboarding process. What they are doing isn’t complicated …

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