Remove workflows client-management
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Tools of the Trade: Using Pendo to Manage Customer Requests

Product Talk

. – Tweet This So how exactly do you manage all these ideas? For today’s Tools of the Trade , we caught up with Leann Schneider , Product Manager at Plum. They started using Pendo to manage these insights and make sure they were giving everyone a voice without disrupting the product team’s workflow. Leann: Sure.

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From Niche to Success: How To Make Vertical SaaS a Worthwhile Startup Investment

The Product Coalition

This method allows for a more in-depth understanding and integration into your clientsworkflows, encouraging steadfast loyalty. Textura: This vertical SaaS is payment management software. Riskalyze: This vertical SaaS aids in financial management. It’s a vertical SaaS that’s essentially made to manage photo sizes.

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Eisenhower Matrix, The Framework That Shows What’s Wrong With Frameworks

The Product Coalition

Urgent tasks have a deadline and managers push them forward in the backlog. However, when your company grows, you have more employees, processes, clients, and partners. Organize your workflow in a way that allows leaders to pay less attention to unimportant tasks. Whatever is urgent + not important is out of the system.

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How to Create a B2B Sales Demo Script

Product Management University

Your B2B sales demo is the verbal value story you’ll tell when giving sales demos to prospective clients and current customers. Your sales demo script is how you prepare to give an engaging demo to those clients. Still keep the sales demo tight and relevant to your client’s situation. What is a B2B Sales Demo Script?

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Rethinking Creative Workflows: Increasing Efficiency in the Design Process

In this e-book, you’ll learn how to establish your creative workflow and leverage the power of CorelDRAW® Graphics Suite to streamline the entire design process, from start to finish. Discover how to improve workflow efficiency in five key areas, including: Onboarding new clients and kicking off new projects.

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Are You Leveraging Your Customer’s First Experience with Your Product Effectively?

The Product Coalition

Boom, the module is right in your workflow and is so intuitive that it requires no training. They don’t recognize that implementation is a critical part of their product, not an activity managed by a separate team. Build our product around and into the user’s workflow. I was in for an enormous challenge. Ok, great story.

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16 SaaS Account Management Best Practices

Userpilot

Managing customer accounts is a pretty tough job, but you know what’s even tougher? SaaS account management. With the emergence of software-as-a-service (SaaS) companies, the role of account managers has also evolved – and gotten harder. Personalizing customer workflows according to their needs.