The Process Street

MARCH 8, 2021

Glassdoor reports effective employee onboarding increases retention by 82%. “Organizations with a strong onboarding process improve new hire retention by 82% and productivity by over 70%” Now consider the cost of hiring a new employee is between ~ 6-9 months salary (the average salary for a customer success manager in the U.S.

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The Process Street

DECEMBER 17, 2020

You can often spend too long looking for answers to questions like these: “ Which processes in the Sales team run smoothly and which take longer than they should? ”. “ Have we reduced the time it takes HR to complete the onboarding process, for new Account Executive hires in particular? ”. “

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The Process Street

MARCH 17, 2021

Is your sales team prioritizing their time and channeling their efforts for the highest return? Are you sure you have the systems in place to take advantage of every sales opportunity that presents itself to you, from outreach to closing the deal? In this Process Street article I’ll share some of those sales processes with you.

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The Process Street

APRIL 19, 2021

In this Process Street article, I will walk you through a customer success manager’s tasks, from onboarding and training the customers, to reducing churn, dealing with critical events, getting and analyzing feedback from customers, and so on. CSM responsibilities: Customer onboarding. CSMs onboard and train new customers.

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The Process Street

JULY 23, 2021

Jumpstart your client onboarding with Process Street workflows. Whether you need to onboard new employees or new clients (or both), having a defined structure that anyone can follow is essential to achieving successful growth. “If Let’s say you have to onboard 1000 new employees all at once. Let’s get moving!

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The Process Street

APRIL 26, 2021

Once I joined the team, I’d say my onboarding was two weeks long. The last formal aspect of my onboarding was meeting individually with each member of the EPD team – which is another thing all new hires do with their respective teams. Overall, the onboarding process was a positive experience.

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The Process Street

FEBRUARY 16, 2022

CRM & sales processes: Creatio. Basically, Process Street improves your team’s recurring processes – onboarding new hires and new customers, getting manager approvals when you need it (and not a week later), or making sure that team meeting actually stays on track this time. CRM & sales processes: Creatio.

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The Process Street

DECEMBER 20, 2021

This article is based on a segment from Process Street ‘s Highway 2021 virtual event, where Adam gives us a detailed walkthrough of his onboarding process for new clients. Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group was the fifth segment in Process Street’s Highway event. Conditional logic.

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The Process Street

MARCH 24, 2022

From hiring great-fitting talent and helping with their onboarding, to monitoring employee performance and even resolving any employee conflicts, there’s a lot of ground for HR teams to cover – and in such a short amount of time. HR processes #3: Onboarding processes. Sales manager job description workflow.

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The Process Street

JANUARY 4, 2021

By proactively carrying out the following four key tasks: Customer success team task #1: Onboarding customers. Onboarding is about helping customers get started with your product or service. Blake, how does the customer success team use Process Street for customer onboarding? How do they do all that?

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NCBA Law Practice Management Blog

DECEMBER 16, 2018

And, hot chocolate sales start to rise. If you know that every single time you onboard a particular case type that you do the same ten things, create a workflow for those tasks, and set up your case management system so that all those tasks are automatically populated every time you start a new case of that type.?

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The Process Street

AUGUST 13, 2021

Let me set up the scenario: A new campaign has landed your company a number of new clients that all need to be onboarded ASAP. Anyone else might panic, but you use Process Street workflows for all your onboarding needs , so you’ve got everything under control. Sales is processing payments and handing off documents to the CS team.

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Patently O

MAY 2, 2022

On Sale Bar : The Federal Circuit’s recent decision in Sunoco Partners v. 2022) focuses on the classic patent law question of whether the inventor’s pre-filing sales activity serve to bar the patent from issuing. The patents here are pre-AIA and so the on-sale bar included a one-year pre-filing grace period.

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The Process Street

SEPTEMBER 6, 2021

Identify what parts of the customer lifecycle your customer success team owns (think: implementation, onboarding , adoption, renewals, expansion, and so on). For example, if customer success only owns adoption and the renewal and expansion sits with Sales , then there’s much more back-and-forth coordination that needs to happen.

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The Process Street

OCTOBER 14, 2024

These processes include creating sales agreements and closing on properties. Efficient sales processes help maximize asset value, ensure timely transactions, and align with the firm’s overall investment objectives, driving successful outcomes for the portfolio.

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The Process Street

DECEMBER 8, 2021

For many years, businesses have seen better sales & business performance as a result of dedicated departmental operations managers: Sales operations, marketing operations, customer operations, systems operations, they all work to improve the operational efficiency of their teams. How can RevOps increase sales growth?

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The Process Street

MARCH 10, 2022

With good design , graphics can boost your sales by capturing this attention and incorporating the power of persuasion. For example, estimating budgets , submitting campaigns for approval, working with advertisement agencies, and preparing sales. Good management of such marketing processes will boost your sales.

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The Process Street

SEPTEMBER 14, 2022

I, the customer, wasn’t properly onboarded. Understanding customer onboarding will help you help your customers get the most out of your product or service. What is customer onboarding? Why is customer onboarding important? Why is customer onboarding important? What is customer onboarding?

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The Process Street

JANUARY 27, 2021

We designed Process Street to power any kind of process: employee onboarding, rental property inspections, new client onboarding, firewall security audits, monthly sales forecasts, and many more. You could use that chart as a way to encourage your team to reduce inefficiencies in order to hit your goal of 5 days onboarding time.

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The Process Street

DECEMBER 7, 2020

The exact function of customer success software will depend on your product or service, and how you conduct operations like onboarding. There’s no doubt that your business needs to play a strong marketing and sales game to sustain growth, but it’s far easier and far more profitable to retain your customers than it is to acquire them. “

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The Process Street

MAY 31, 2021

And for this, you’ll need to adopt these five critical elements: A unified go-to-market model : Customer success is integrated into sales activities, roles, incentives, and organizational approach. Then, pass this information to engineering, sales, and client outcome teams to develop new use cases. What is Naturalhr?

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The Process Street

DECEMBER 13, 2021

’ Anne: “A sales process. For example, with our Employee Onboarding workflow , the ‘what’ gets answered by the tasks. For example, we’ve got a heading called “Onboarding Basics”, another one called “Employee Preparation” These really organize your tasks into phases or categories.”

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The Process Street

APRIL 30, 2021

It will help you onboard new employees by clearly communicating company culture and expectations. Focus on the process : Onboarding has been tough at times but if I focus on the resources I have available and trust what the team is telling me I know I’ll get more comfortable with the product but it just takes time.

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LawTechnologyToday

JANUARY 22, 2021

Mid- to senior-level executives – across sales, marketing, finance, manufacturing, logistics, and product management – all benefit from contract-related key performance indicators. Performance data, such as cost of goods sold (COGS) and sales cycle time – from lead to contract or invoice to cash.

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The Process Street

FEBRUARY 25, 2021

The Sales, Marketing, and Support teams form the three significant points of a business’ interactions with customers. How the Sales team can help the Marketing & Support teams. How the Marketing team can support the Sales & Support teams. How the Support team can help the Marketing & Sales Teams.

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The Process Street

JULY 29, 2022

You must sometimes wonder if using onboarding email templates can be fruitful? At Process Street , we’ve created ten email templates to take HR managers through pre-boarding , onboarding , and right into a 90-day meeting. Employee onboarding process. The above statistics show that an email needs to be more effective than ever.

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The Process Street

JULY 19, 2021

But it’s also a time-consuming process that involves screening potential hires and onboarding new employees. This, in turn, can drive more sales to your business. Negative reviews can hurt your brand reputation and cost you sales. Taking steps to improve customer service ultimately translates to more sales.

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The Process Street

AUGUST 2, 2021

This means aligning efforts delivered by teams in engineering , sales , marketing …you name it. Hence organizations can save huge sums traditionally spent on scaling sales, marketing, and service efforts. ” Your sales team will ask, “how can we use the product to qualify our prospects for us?”

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LawTechnologyToday

JANUARY 12, 2022

Effectively track your sales and marketing performance. ? Onboard your staff to intelligently use your automation tools. We’ll have a special offer to share only for ABA members for this webinar as well. You’ll learn how to: ? Outsource your low-value, high-energy tasks to automation. ?

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CosmoLex

NOVEMBER 8, 2024

However, integrating your website and CRM to your practice management system is what truly takes things to the next level.

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Attorney at Work

JANUARY 7, 2022

The goal is to ensure you have the tools to effectively take a client from onboarding to ending the retainer all online. If you purchase a perpetual license, you only get the features that are available at the time of sale and support is limited to only a few years.

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The Process Street

JANUARY 20, 2021

Alongside all things onboarding and offboarding, travel advice, code of conduct resources, and more. The Sales section of the handbook serves as the home base for all things sales-related. You can find a wealth of resources from all of the teams in the sales department. Engineering. Finance , Product , and Legal.

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The Process Street

MAY 19, 2021

Many organizations prioritize automating departments like marketing and sales because they can justify the ROI with hard data. This is because automation reduces the time it takes to screen candidates, run background checks, onboard employees, and many other tasks involved in recruiting and hiring a new employee. Employee onboarding.

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The Fashion Law

JANUARY 13, 2022

Following the worldwide disruption in retail due to COVID-19, sales of luxury goods are expected to grow as much as 25 percent in 2022. Much of this growth has been driven by e-commerce, with online sales totalling 23 percent of all luxury sales in 2020. The damage goes beyond lost sales.

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CosmoLex

DECEMBER 6, 2024

Make your website a resource that they can turn to Think your clients wont visit your site after onboarding! People visit your site for answers, not a sales pitch. Its a subtle way to remind them youre here, ready to help. Think again.

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The Process Street

FEBRUARY 22, 2021

I’m not just gushing about Process Street, but trying to illustrate a point: the recruiting, vetting, hiring, and onboarding process we use has been carefully designed to ensure that we recruit not only the right talent but the right mindset and temperament for a remote startup. Best onboarding experience ever.

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The Process Street

APRIL 15, 2021

However, despite variations, the underlying theme of UX mapping is this: We’re not solely mapping a customer’s sales journey, or onboarding , we’re mapping an entire process. Maybe you want to provide better MQLs to your sales team? User experience mapping vs. customer journey mapping.

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