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Setuply Blog

Building lasting partnerships starts with a seamless client management experience—enhancing satisfaction, streamlining operations, and maximizing long-term value

Nov 28, 2024 11:00:00 AM3 min read

How To Reduce Your Client Onboarding Costs

As businesses plan for the year ahead, budgeting often takes center stage. One area that shouldn’t ...
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Nov 8, 2024 11:00:00 AM5 min read

How to Smooth Over the Sales to Implementation Handoff

When a sales team member hands off a new client to the implementation team, it’s a pivotal ...
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Sep 5, 2024 7:30:00 AM4 min read

Less Burnout, More Balance: Top Tips for Reducing Employee Burnout in Onboarding Teams

Here’s the hard truth: your employees probably won’t tell you they’re experiencing burnout. Recent ...
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Aug 13, 2024 7:30:00 AM6 min read

HR As a Model for the Future of Client Onboarding

Over the last few decades, the role of human resources (HR) department has evolved from a primarily ...
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Jul 30, 2024 2:00:00 PM4 min read

Build A Better Revenue Forecast By Integrating Sales & Onboarding Processes

While sales and implementation work hand-in-hand, the transition between departments can greatly ...
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Jul 11, 2024 11:00:00 AM6 min read

How to Choose the Right Client Project Management Software

When seeking to optimize client interactions and project management, investing in the right client ...
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Jun 27, 2024 11:00:00 AM5 min read

Project Management Collaboration Tools for Effective Teamwork: What You'll Find in Setuply

Seeking project management collaboration tools to enhance your team’s efficiency and collaboration, ...
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Jun 18, 2024 11:00:00 AM3 min read

How Project Management Automation Can Take Humans Even Further

Picture a world where mundane project management tasks dissolve into the background, freeing up ...
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Jun 5, 2024 11:00:00 AM4 min read

Project Management Software With Client Portal: A Setuply Differentiator

Effective project management is the cornerstone of success for any organization. With teams ...
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May 30, 2024 11:00:00 AM2 min read

Future-Proofing Client Relationships with Centralized Project Management: A Real-World Example

Clients have come to expect seamless, efficient service delivery from businesses. There’s a growing ...
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