Customer on-boarding refers to the sequence of actions that turns potential buyers to loyal customers. The way you break your product value to your clients and trigger their curiosity sets the tone for the future relationship you plan to build with them. In this article, you are going to find out more about how to plan a solid onboarding and why is it important to have a checklist.
Customer relationship management (CRM) is the combination of activities, strategies and technologies that companies use to manage customer interactions (sales, marketing and service-related interactions) and data throughout the customer lifecycle. The aim is to improve customer service relationships, assist in customer retention and boost sales growth.
The sales process is a systematised procedure for a sales team to actually convert a potential lead to an actual sales opportunity and then make the sale. Closing a sales opportunity involves a series of key stages. In this article, we will guide you step-by-step on how you can create an efficient and effective sales process and map all the key steps of a successful sales process.