Topic: customer onboarding
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Migrate Marketing Workflows from Legacy CRMs: B2B SaaS Guide
The primary challenge in migrating B2B SaaS CRMs is preserving marketing automation workflows that drive revenue and customer engagement, as disruptions can lead to missed opportunities and confusion. Critical revenue workflows, such as demo request automation and sales qualified lead handoffs, s...
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Acquisition Grabs Attention, But Loyalty Drives Growth
Sustainable growth relies more on cultivating loyalty in existing customers than on acquiring new ones, as retention and upselling are more cost-effective and yield better results. Building customer loyalty requires strategic execution, including audience segmentation, consistent communication, a...
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Win Back Lost Customers with a 'Welcome Back' Program
A welcome back email program re-engages returning customers by acknowledging their history and fostering stronger connections, applicable across various industries. Key components include accurate data to identify returnees, tailored messaging based on past behavior, and a sequenced journey to pr...
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