Customer Onboarding is a crucial activity for customer success teams. In fact, within Foundcoo’s 4-Step Customer Success (CS) Strategy, successful Customer Onboarding is the #1 factor in ensuring that customers achieve their desired outcomes. Yet, if you were to ask customer success managers or sales reps to define Customer Onboarding, you would likely receive a wide variety of inconsistent answers, even among those within the same organization. That’s why we’ve designed these easy to follow Customer Onboarding Process Guidelines to help you develop a world-class onboarding process.

RevOps or Revenue Operations is a holistic function to integrate sales, marketing and customer support and align it in a way that would increase their collective accountability to revenue generation. It helps in getting rid of the silos between the different verticals of an organization as it ranges across people, platforms and processes. Wondering when to implement RevOps in your organization? Well, here are a few signs that you should implement RevOps.

Customer Experience encompasses every interaction the customer has with your organization throughout the customer lifecycle, whether they are in-person, over the phone, or online. At the center of good Customer Experience is a clear and compelling value proposition that is, a product or service that satisfies a customer's need or want, usually associated with a short or long-term goal; for example, a loan to buy a house. Delivering a positive customer experience generally requires coordination across different functions within an organization such as marketing, product development, customer care, operations, or retail branches.

A customer journey is an entire experience a customer has while communicating with a brand. It considers the complete interaction roadmap from brand discovery to purchasing and beyond. The focus isn’t on transactions, but rather how the customer feels after interactions with the brand. By improving the customer experience at each point in the journey, you focus your business on your customers. This builds a loyal fan base and keeps customers coming back time and again.

Sales and Marketing Alignment is refers to sales and marketing teams that share goals, KPIs, resources and use streamlined processes to focus collectively on the larger, sustainable goal of efficiently increasing revenue, simple as that! Alignment allows your sales and marketing teams to design and execute initiatives that increase revenue while increasing efficiency.

Marketing automation is essential for both ramping up on creating a memorable customer experience and maintaining that experience over time. Furthermore, marketing automation improves the sales funnel's efficiency; this results in increased conversions, happy customers, and, of course, increased revenue.

Traditionally in the B2B space, marketing, sales and customer success have been siloed, each with their own operating functions and set of goals and priorities. The challenge with this way of working is each division is separated. The different goals and priorities make coordination and alignment much harder to implement - this is where Revenue Operations (Rev Ops) comes in.

Marketers usually begin developing personas by creating profiles that cover attributes like demographics, education, organizational role and job responsibilities. To these profiles, they add a picture (often a stock photo) and invent a name, first and last, to breathe life into their characters. The objective is to paint portraits of your buyers that you’ll think of as real, flesh-and-blood people instead of generic buyers

Customer retention is the collection of activities a business uses to increase the number of repeat customers and to increase the profitability of each existing customer. Customer retention strategies enable you to both provide and extract more value from your existing customer base. You want to ensure the customers you worked so hard to acquire stay with you, have a great customer experience, and continue to get value from your products.

While mobile advertising has historically been impactful, we must be conscious of its unique challenges: consumers turning to shopping on smaller screens means less real estate for advertising. Moreover, the propensity for scrolling on mobile devices means that attention spans are shorter than ever amongst a sea of similar advertisements.

Jim collins in his book, Good to Great, set out to discover what made some companies go from being good to great. He embarked on a five-year study of eleven companies whose stock returns had skyrocketed relative to their competitors. There were several important factors, but one of the most important was the type of leader who led the company into greatness.

Growth Hacking is all about finding scalable, repeatable and sustainable ways to grow the business using full funnel marketing. Growth Hacking requires discipline in following a process of prioritising ideas, testing and analysing their effectiveness before deciding which to keep, and which to drop. All within short time frames, and with the goal to maximise ROI and growth.

Many consumers and companies are looking longingly to the start of the new year and for 2020 to be behind us. And although the year was a roller coaster, it provided learning opportunities and set the stage for 2021. As you set your strategy moving forward, remember these five trends for the future and consider what you can do to leverage them in your organization.

Implementing a digital marketing strategy for promotion and sales at a B2B startup is very different from other business models. The difference lies in how they both get paid customers or users. Social media marketing is a great idea and opportunity to develop B2B, which is through LinkedIn marketing.

The effort to quantify CX is critically important and will only become more so. During the pandemic, interactions that were once in person became, by necessity, digital, with organizations accelerating technical transformations enterprise-wide. Every company now has to think about how to provide a stellar CX that makes use of new capabilities, like AI, real-time data, and cloud technologies, to provide a personal experience for each and every customer.

Through buyer enablement, companies can attain higher levels of customer-centricity by choosing to reallocate their focus from internal sales processes and solving company problems towards the optimization of customer interactions that in sum create a better buying experience.

RevOps are not business strategists. They are systems strategists and data strategists and adoption strategists, but they're not business strategists. They need to be the people standing behind the business strategists at the management table who can fully internalize what the business strategy is.

So the definition that I want to give you today is something that will make it clear to everybody, and that is Revenue Operations is the team, is the team, structure, and process within your organization that allows: Your marketing team to be marketers Your sales team to be salespeople Your customer support team to be customer service people Your executive team to be executives. In other words, Revenue Operations is the operational infrastructure (starting with data, automation, and productivity tools) that enables each department to do what they do best.

Personalization messaging uses customer data like past purchases, demographics, and browsing history to tailor digital marketing to a consumer’s unique character traits. It’s so common that consumers now expect it in emails, text messages, and in-app experiences. Here are the top personalization tips in digital marketing as well as how to personalize emails, text messages, and in-app messages to retain customers and boost your brand experience.

Marketing automation leader Marketo cites research claiming highly personalized mobile and web experiences can lead to a 30% increase in conversion rates and up to a 270% increase in content consumption. Marketo simplifies the approach into 3 big W’s.