So you’re onboarding new clients and you have questions about the process. You won’t be disappointed with these answers! Everyone has onboarding questions about how the process will work. We get that, and we want you to succeed as much as you want you to succeed. We...
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...
Many companies focus a lot of time, energy, and resources on attracting new customers. After all, new customers are the lifeblood of a business, right? Well, sort of. While it’s important to bring in new customers in order to keep growing, focusing too much effort on...
How well does your knowledge base perform for your clients? The “knowledge base” is a critical element of every SaaS company, and most have some type of information portal or repository where people can find articles or help—after all, six in 10 consumers say they...
Many people use the terms “client onboarding” and “user onboarding” interchangeably, but there are some key differences between these two things. Understanding the differences can help you choose the right onboarding software to meet your needs as you bring in new...
The traditional processes for onboarding new clients are broken. If you are a company that brings on new clients, you probably already know this, but you continue working with emails, spreadsheets and clunky project management software because there isn’t a better...
When your sales team first engaged with a client, they were discussing ways that the products and services you provide can meet a need. They may have identified certain pain points or other gaps that are holding a client back from realizing their own potential. Once...
Healthcare is one of the fastest-growing industries in the U.S., especially when it comes to tech. An industry that was slow to adopt technology has recently started to see the value it can provide for better patient care and cost savings. If you sell products to...