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How to Use CRM Best Practices to Improve Client-Onboarding

The First Sale is Only the Beginning

When it comes to customer onboarding, it doesn’t matter who the customer (clients, employees, shoppers) is, you only have one opportunity to make a first impression. Top brands like Salesforce, Travel Protection, and Berkshire Hathaway are delighting customers through the onboarding process.

What they are doing isn’t complicated at all. Let me show you how to tap into these uncommon CRM best practices and take your client onboarding to a new level.M8, -0.57% dropped 41 points, or 0.6%, to 6,553.50.

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