Harris Clarke

Author
FinTech How-To: 3 Ways to Solve FinTech Pain Points

FinTech How-To: 3 Ways to Solve FinTech Pain Points

FinTech is currently one of the world’s fastest-growing industries. From Bitcoin to Cashapp, FinTech companies are constantly finding new ways to innovate and enhance the financial sector. However, FinTech companies often have to deal with significant regulations,...

Best Onboarding Strategies for SaaS Customers

Best Onboarding Strategies for SaaS Customers

If you want to build better onboarding and working relationships with new customers, offer them similar tools that they use to appeal to their users. Talk their talk, so to speak. Adapting your onboarding process to a new client’s area of industry expertise affirms...

Introduction to Project Management: A Guide for New Project Managers

Introduction to Project Management: A Guide for New Project Managers

Meet Jamie. She just got promoted to project manager. She’s excited to take on more responsibility and help grow the company.  Project management can be tricky, though. That’s why we’ve created a guide to project management full of information about what it takes to...

4 Essential Customer Onboarding Features

4 Essential Customer Onboarding Features

Are you looking into leveling up your implementations with new customer onboarding features? Here are some options that can help you be more successful and reduce churn.    White Labeling Your customers need to know who they’re working with, right? If you have a...

5 Ways to Organize Your Onboarding Projects by Tags

5 Ways to Organize Your Onboarding Projects by Tags

Is your desk, laptop, or desktop a flurry of random lists, notes, and reminders? If this sounds familiar, it might be time to explore the benefits of tags. Using tags for your onboarding projects can help turn a cluttered mess into an organized process.  What are...

How Long Should the Client Onboarding Process Take?

How Long Should the Client Onboarding Process Take?

Client onboarding is one of those things that every company knows they need to do, but not everyone is doing well. For some, the client onboarding process takes just a few seconds because it is comprised entirely of a single welcome email. For others, it’s a long,...

How To: SaaS Onboarding vs. Non-SaaS Onboarding

How To: SaaS Onboarding vs. Non-SaaS Onboarding

What’s the difference between SaaS vs. non-SaaS onboarding? How do their onboarding processes differ? Let’s start off with some definitions.   What is SaaS Onboarding? According to CloudShare, “SaaS onboarding is the process of helping new users set up and use a...

How to Best Educate New Clients

How to Best Educate New Clients

How you educate new clients on using your platform, product, or service effectively can lead to more client satisfaction in the long term. This is one of the most essential pieces of a successful onboarding. The best time to turn someone into a loyal (and hopefully...

Which Is Better: SaaS Onboarding Tool or Consultant?

Which Is Better: SaaS Onboarding Tool or Consultant?

Will a SaaS onboarding tool get the job done for you? Or should you bring in a client onboarding consultant to manage your onboarding projects? When you’re onboarding a customer, effective project management is critical for success. Naturally, you want the best tools...