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June 10, 2022

How To Successfully Onboard and Manage Clients in B2B

A short interview with Aviva Goodman from the Causematch Team

Home » Articles » How To Successfully Onboard and Manage Clients in B2B

The Challenge

Onboarding & managing clients can become super complex.
How can you scale & automate your customer onboarding process?

We’ve asked Aviva Goodman from the CauseMatch team exactly that.

Interview with Aviva Goodman, Causematch

Tell us about yourself:

I’m Aviva and i’m a Customer Success manager at Causematch and i’ve been in my position for about three years.

Why did you choose to use Aligned?

So actually the department head of our customer success had found it (Team Aligned) and once he introduced it to me i basically told him over my dead body and are we not purchasing it because from the second i started using it i realized how many problems it would solve and how many

tools it would replace.

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Customer Success

Client

Causematch

How does Aligned impact your business?

Team Aligned has actually changed our process overall so we’re running campaigns and we’re helping nonprofits

set up fundraisers and instead of

emailing them a to-do list and emailing them you know links and you know knowledge-based articles and etc we now have a room, one place to work all

together where things aren’t getting lost or um in the shuffle.

Now with larger clients when you’re really really trying to keep your teams aligned.

How was your clients' experience with Aligned?

it has been excellent and in fact we’ve had clients that liked it so much they actually came to Team Aligned for their internal processing and not just for their campaign management.

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Customer Collaboration Platform

Aligned is pioneering the new way that B2B sales teams interact with customers in the new virtual reality. It's about time we make sales frictionless, more enjoyable, and impactful.

How To Successfully Onboard and Manage Clients in B2B

The Challenge

Interview with Aviva Goodman, Causematch

Tell us about yourself:

Why did you choose to use Aligned?

How does Aligned impact your business?

How was your clients' experience with Aligned?

Related Resources

Putting The Success Into Customer Success: The Tips For Client Success and Client Onboarding No One Told You

14 Sales Memes To Get You Through The Day: Created By Sales For Sales (That’s us)

Customer Onboarding Software…Help!

Customer Collaboration Platform

Aligned is pioneering the new way that B2B sales teams interact with customers in the new virtual reality. It's about time we make sales frictionless, more enjoyable, and impactful.

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Digital Sales Room

Customer Success Hub

Customer Onboarding

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