Efficient client handling doesn’t start with scripts or fancy software. It starts inside, where communication, expectations, and processes live. Internal alignment isn’t just about running a tight ship; it’s the core that holds the entire client experience together.
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The rise of AI doesn’t mean replacing people. Instead, it means equipping people with better tools to do what they already do best—build relationships, understand context, adapt with empathy, and deliver value in ways machines simply can’t replicate. Let’s explore why the human element remains irreplaceable in delivering true customer success and how people and AI can work hand-in-hand using workflow management and automation platforms like StartingPoint to deliver meaningful, repeatable results.
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After COVID-19, companies worldwide are bringing employees back into the workplace, shifting from fully remote setups to in-office or hybrid models. The move toward return to office (RTO) policies has sparked mixed feelings—some welcome the structure, social interaction, and collaboration, while others struggle with commuting, distractions, and adapting to new routines.
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Client onboarding is the cornerstone of building a solid customer relationship. Whether you’re a small business or an enterprise, the right client onboarding software can make all the difference in ensuring a smooth transition and high customer satisfaction.
READ MORESales engineering has become a critical function in modern businesses, bridging the gap between technical product knowledge and the sales team’s ability to close deals. However, the role of sales engineers (SEs) extends far beyond pre-sales support; they play an essential role in driving revenue growth, supporting the sales process with technical expertise, and ensuring smooth handovers from sales to customer success teams. In a fast-paced business environment, the collaboration between sales engineers and sales teams must be both efficient and measurable.
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