Sign up for our newest webinar!
Who Should Attend?
- IT Service Providers
- Consulting Firms
- Engineering and Architecture Firms
- Anyone delivering projects…
Why Repeatable Processes Matter
- The Challenge: Inefficiencies, delays, and inconsistent outcomes often result from unstandardized onboarding processes.
- The Solution: Discover how repeatable processes drive scalability, enhance client satisfaction, and boost profitability.
- Real-World Insights: Hear success stories from organizations that transformed their operations with standardized workflows.
Key Elements of Effective Professional Services Implementation
- Establishing clear milestones and deliverables to track progress effectively.
- Utilizing templates, playbooks, and workflows to save time and reduce errors.
- Building scalable resource plans to manage team capacity efficiently.
Best Practices for Client Onboarding
- Balancing personalization and standardization to meet unique client needs while maintaining efficiency.
- Ensuring alignment through mutual success plans that outline goals and responsibilities.
- Measuring success by tracking KPIs and refining processes based on feedback and results.
Date & Time: 2/11/2025 @ 1:00 CST
This webinar will equip you with actionable strategies to streamline your operations, improve team productivity, and deliver exceptional client experiences.
Reserve your spot now in the form below —
Can't make it? Register and we will send you the recording!
WEBINAR 2
Maximizing Customer Engagement: Unlock the Full Potential of NetSuite for Your Business
Date & Time: 2/18/2025 @ 1:00 CST
Unlock Seamless Communication and Collaboration with Engage and NetSuite
Are you leveraging NetSuite for your operations but looking for ways to elevate communication and collaboration with your prospects and customers? Join us for an exclusive webinar where we’ll explore ways Engage helps companies streamline engagement with NetSuite.
Key Topics We’ll Cover:
- Complex Sales: Simplify engagement and close deals faster with real-time communication tools.
- Handoffs: Ensure seamless transitions from sales to implementation with automated workflows and centralized data.
- Customer Onboarding: Deliver clear and structured onboarding experiences through customized portals.
- Cross-Selling Opportunities: Identify and act on upsell and cross-sell opportunities with powerful analytics.
- Dealer and Channel Partner Relationships: Build stronger partnerships with integrated collaboration tools and portals.
What You’ll Learn:
- Practical use cases and real-world applications of Engage with NetSuite.
- How to create unified customer and prospect portals to enhance transparency.
- Best practices for automating workflows and improving collaboration across teams.
- Insights into using analytics to drive data-driven decision-making and engagement.
Who Should Attend?
This webinar is perfect for business leaders, sales teams, customer success managers, and anyone looking to optimize their customer engagement strategies using NetSuite and Engage.
Date & Time: 2/18/2025 @ 1:00 CST
Why Attend?
NetSuite is a powerful operational platform, but ensuring seamless and active engagement with your prospects, customers, and partners can be challenging. That’s where Engage comes in. Discover how this integrated solution transforms complex sales processes, customer onboarding, and more—directly within NetSuite.
Reserve your spot now in the form below —
Can't make it? Register and we will send you the recording!
Onboarding is a critical phase that can make or break customer adoption, yet teams often wait until problems arise to address challenges. What if you could anticipate, track and mitigate risks before onboarding even begins?
Join us for this insightful webinar on Premortem Before Your Onboarding, where we’ll explore how to maximize kickoff calls and Mutual Plans by fostering candid, proactive conversations with your implementation lead.
Learn how identifying potential pitfalls early can prevent onboarding failure, align expectations, and accelerate time-to-value.
What You’ll Learn:
- How to conduct a premortem discussion to uncover hidden risks before onboarding starts
- Best practices for structuring kickoff calls to drive transparency and alignment
- The power of Mutual Plans in setting clear expectations and ensuring accountability
Why Attend?
If you’re responsible for customer onboarding, success, or implementation, this webinar will equip you with practical frameworks and tools to improve onboarding outcomes, drive customer confidence, and ensure a smoother path to adoption.
Date & Time: 2/25/2025 @ 1:00 CST
This webinar will equip you with actionable strategies on what premortems are, why they are important, and prevent problems before they happen, rather than reacting to them after the fact.