Despite the common belief that client onboarding is in its own silo, the sales and client success phases of the customer journey have a large effect on the success of client onboarding.

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Now that you’ve hired a new employee, the road to that employee being integrated into the team begins. This journey is risky and timing is crucial. So how do you ensure the onboarding of the new hire leads to a successful asset to the company?

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Companies are always looking for the next great candidate to join their team. While there are many tools out there to help recruiters find the right candidates, once you find them, how do you engage them the right way, on their terms to differentiate your company from the hundreds of others?

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The Engage platform continues to evolve launching its new version 6.15 with OnlyOffice integration. It will make it easier for users to collaborate on documents, files, spreadsheets, presentations and more.

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As an economic development leader, you have a responsibility to attract new companies to your community. All the work your teams have done to recruit these businesses could all be in vain without the other piece of the puzzle. That piece is business retention.

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Onboarding is such a risky time for many organizations as the company has invested tons on sales and marketing to get the new customer only to lose them via an unsuccessful onboarding process. So how can you ensure your onboarding process goes smoothly so you retain clients?

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The way economic development orgs conduct business is changing rapidly. However, prospective businesses are now demanding consistency and visibility during the business recruitment process.

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What is a salesperson’s job? Ask most people and they will tell you it’s to sell products or services. This theory isn’t incorrect, but if you dig a little deeper, you’ll find a good salesperson will do more than that.

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While it’s advisable to keep an open line of communication with your client, questions arise in terms of whether these meetings need to be quarterly. If the meetings are difficult to arrange and bring little value to the client, they may be doing more harm than good. 
 

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