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Guess this makes today our Kickoff!

  • August 17, 2023
  • 4 replies
  • 339 views
CindyC
  • CindyC
  • New Participant
  • 2 replies

Hi there! I’m Cindy from Atlanta, long time user, first time caller. I manage an implementation team at Maxio (fintech) and have been doing software implementations for over 10 years. Excited to learn more about how other teams approach onboarding/implementation and network with other people in the industry. 

CindyC

    4 replies

    emaynez
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    • emaynez
    • Community Manager
    • 398 replies
    • August 17, 2023

    WELCOME @CindyC!!!! I’m excited to hear about all your tips and tricks for onboarding and managing an onboarding team! 10 years is a good chunk of time to pick up some unique pro-tips!

    Delivering Happiness
    JustaCSM
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    • JustaCSM
    • Employee
    • 11 replies
    • August 17, 2023

    Welcome to the ON, Cindy! Excited to learn from you too. Do you have any “must do” tactics for improving Sales to CS handoffs? 

    CindyC
    • CindyC
    • Author
    • New Participant
    • 2 replies
    • August 19, 2023

    In addition to all the standard information we get from Sales I always like for the sales to give us an idea of the personality of the customer - what it’s like to work with them, what works with them/what doesn’t. It gives the IC an idea of what they’re getting into.

    CindyC
    JSchelling
    • JSchelling
    • New Participant
    • 1 reply
    • August 21, 2023

    @CindyC How do you collect that info?  Forced input in CSM? Informal coversation with sales?  Other?  This seems to be a bit of a friction point - especially as sales team is learning a new, more formalized enablement strategy goes.


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