Lennart
January 30, 2025
27 Proven Tactics for Faster Customer Onboarding: A Preview
Great onboarding stops churn at the source. We've collected 27 battle tested tactics to help you improve your customer onboarding process.
New Releases, Best Practices & Company Updates
Advanced forms arrive in Valuecase: conditional logic for intelligent branching, configurable table questions for repeating data, and smoother building & submission management. Plus improved accordion blocks, HubSpot custom objects & tickets, and persistent internal linking.
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Valuecase launches powerful content analytics to track stakeholder engagement, major Asset Library improvements for managing content at scale, and native HubSpot workflow automation. These updates help teams make data-driven content decisions and automate their collaborative workflows.
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Take control of who gets notified about what with task watchers, create more flexible automations with multi-select properties, and make forms clearer with rich descriptions. Plus productivity improvements across templates, workflows, and API monitoring.
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Create visuals with AI prompts, track client engagement with embedded content, and manage project timelines with target date-based scheduling. Also, use the new CMD / CTRL + K menu to quickly search in the dashboard.
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We're thrilled to launch our Engagement Score. It'll make it easy to identify your most (or least) active Spaces. We've also updated our dashboard to better track your Action Plans.
Read moreWe've upgraded our activity feed for more stakeholder insights, launched deeper reporting and workflows for Hubspot as well as Salesforce, and made the mutual action plan milestone block much more interactive.
Read moreWe launched new features to make it easier to engage large buying centers, improve central overview of mutual action plans, and more!
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In one of our most important updates yet, we enable Valuecase to send automated notifications about due tasks, new comments and more to your prospects or customers.
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Objections are a natural part of the selling process. Some might even argue that objections are actually a good sign - it means that your prospect is interested enough to dig deeper into your product.
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The B2B sales ecosystem is ever-evolving. Sellers now understand that their buyers are in the driver's seat: they demand valuable, accessible materials to make the right decision for their business. We decided to explore this idea further and found 5 key trends to bear in mind in 2022.
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