With more and more people taking their work home (as much as 75 percent of the workforce in some hard-hit areas of the country), communication has become a bigger challenge for people used to working in close offices and spaces together. Communicating effectively with someone who works in the next cubicle or a nearby office is often much easier than trying to coordinate virtually on various platforms.
The problem for a team trying to continue with client onboarding is that your work needs to continue on a schedule. Some of the most common challenges that come up in an onboarding process with a primarily remote workforce can be solved with the right software, though.
Templated Tasks with Customizable Alerts
If much of your onboarding process was happening manually by getting your assignment in a team meeting or ad-hoc by getting random emails, then going remote presents a big challenge. People may be unaware of the tasks that they are assigned or may not understand how their piece of the puzzle fits into the larger onboarding process as a whole. Your client onboarding project management software should have easy and intuitive templates that allow you to assign the same tasks and roles to the same people for every new project, helping them stay focused on what needs to happen and so nobody misses a critical step.
Once team members are assigned, it’s vital that they know what the task is, and when it’s due. With customizable alerts, you can alert everyone on the team, including your clients, when they need to submit an item or perform a task to keep your onboarding moving forward. These alerts are easy to create in the GuideCX platform, and can even be inserted into templates so you won’t need to manually set them up every time.
Collaborative Tools in the Platform
Collaboration is always a key ingredient in a successful onboarding, but it’s even more important that your client onboarding software supports it when you are not working in the same physical location. With tools like simple file sharing, reporting, notes, and chat, you can keep everyone connected on the entire project as it moves from start to finish.
Everything Together in a Single Place
One of the biggest challenges for teams working remotely is the sheer volume of software platforms out there that you could (and maybe already do) use. Trying to juggle conversations in Slack, Microsoft Teams, Salesforce, and more requires means that communicating almost entirely virtually it’s essential that you have it all together. It’s better to find a client onboarding software that allows you to keep all your critical communications in one place, so nobody misses anything.
Working remotely is a challenge for any team, but it’s the new normal for now and may be for a while. Schedule a demo to find out how GuideCX can improve your remote work and collaboration in your client onboarding.
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- Best Practices for Improving B2B Customer Experience in Onboarding - July 20, 2020