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Successful Transitions from Sales to Onboarding: What it Looks Like

Successful Transitions from Sales to Onboarding: What it Looks Like

by Mark Mitchell | Sep 23, 2020 | Onboarding + Implementation

There’s a lot of information out there focusing on the sale. You need to attract new clients, but once you close a deal that’s actually not the end of the road—it’s just the beginning. What you do next will determine whether you set the client up for success in the...
Key Reasons Onboarding Software is Essential to Business Continuity and Client Satisfaction

Key Reasons Onboarding Software is Essential to Business Continuity and Client Satisfaction

by Garrett O'Brien | Sep 17, 2020 | Onboarding + Implementation

There’s a lot of information out there focusing on the sale. You need to attract new clients, but once you close a deal that’s actually not the end of the road—it’s just the beginning. What you do next will determine whether you set the client up for success in the...
Improve Client Onboarding Success by Managing Expectations During Onboarding

Improve Client Onboarding Success by Managing Expectations During Onboarding

by Harris Clarke | Sep 10, 2020 | Onboarding + Implementation

Most companies have experienced a situation where they delivered exactly what the customer needed, but in the end, the client was still unhappy with the outcome and dissatisfied with the process. Usually, it’s because the client had certain expectations about what...
Avoid These Common Pitfalls in the Transition from Sales to Implementation to Onboarding

Avoid These Common Pitfalls in the Transition from Sales to Implementation to Onboarding

by Todd White | Sep 3, 2020 | Onboarding + Implementation

Most companies have experienced a situation where they delivered exactly what the customer needed, but in the end, the client was still unhappy with the outcome and dissatisfied with the process. Usually, it’s because the client had certain expectations about what...

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