Why Digitizing Onboarding Improves the Customer Experience


Portrait of a young business lady wearing glasses. Ordinary workday in a big bright office

Providing excellent onboarding shouldn’t just be the goal for your employees—it is also essential to your customers. Unfortunately, customers are often left to fend for themselves when buying a platform, resulting in slow adoption and time to first value (TTFV). And after receiving full attention throughout the sales process, the transition to using a new tool can be jarring: Over 90 percent of customers feel that the companies they buy from could provide a better onboarding experience

The best onboarding experience for your customers can be achieved by digitizing onboarding. A digital onboarding experience can help you ensure long-term customer loyalty, increase revenue, positively impact KPIs, and even boost employee engagement—and that’s just the beginning. Digital onboarding can also help your customers achieve more with your service, encouraging them to continue investing in you. 

Is a digital onboarding platform the right solution for your organization? Let’s dive into the details of digitizing onboarding, including the limitations of manual onboarding, how digital onboarding eliminates customer onboarding challenges, and how to digitize your onboarding processes to develop the best customer experience possible.

The Effect of Manual Onboarding on the Customer Experience

Did you know that acquiring a new customer costs up to 25 times more than retaining an existing one? However, keeping your clients happy is not always easy—especially if you don’t start off on the right foot. Manual onboarding can disrupt your processes and leave your customers wanting much more from their experiences. Here are a few reasons why.

First, because manual onboarding lacks a unified system, teams often work and track progress in disparate tools like Excel spreadsheets, Google Sheets, emails, and/or paper files. Not only does this create a lackluster experience for your employees, as they must track everything themselves, but it also affects your customer experience. Slow support, unhappy employees, and missed or late tasks will leave your customers feeling forgotten and frustrated. 

Similarly, manual processes prevent your employees from feeling well-supported and unable to offer the experience your customers have come to expect. Client satisfaction begins with your employees: When they don’t have the support they need to get your customers onboarded well, they cannot provide seamless service.

how to perfect the sales to client onboarding handoff

Manual processes also do not offer intuitive data, time tracking, or insights into the customer experience. When onboarding is done manually, your team must also attempt to gather data and analytics on their own time, resulting in poor or unclear information. 

This makes it difficult to track customer satisfaction, potential roadblocks, and task completion, as well as proactively identify actionable steps you can take to improve employee and customer satisfaction. As a result, tasks can be forgotten or overlapped, preventing your teams from providing excellent results or working as efficiently as possible with more support.

using research to generate insights during client onboarding

Finally, when your employees’ sights are set on immediate, pressing, daily tasks, they are often burned out before they are able to strategize and be proactive. They are working in fight-or-flight mode to complete their tasks every day and cannot provide comprehensive support. 

Overall, organizations that use manual onboarding systems often report the following challenges: 

  • Low feature adoption
  • Product abandonment 
  • A heavy burden on clients to handle documentation
  • Poor employee experiences
  • Low customer satisfaction
  • Insufficient customer engagement
  • High employee and customer churn

When employees are expected to use disparate systems, teams are more likely to miscommunicate, miss deadlines, have unfinished projects, and deliver a less-than-excellent customer experience. The result, unsurprisingly, is greater customer churn

If your team has always used manual onboarding practices, the good news is that it’s not too late to find a better solution that will empower your customers to achieve more.

8 Mistakes Youre Making That Contribute to Churn

Digital Onboarding Eliminates Customer Onboarding Challenges

While manual processes can disrupt your customer experiences, digitizing onboarding provides a unified platform that improves as you adapt and empowers you to achieve your business objectives and overcome onboarding challenges. Eighty-eight percent of service leaders agree that customers have higher expectations than in previous years. Digital onboarding can help organizations meet those standards and make an exceptional first impression.

With the powerful capabilities of digitized onboarding, your team can make their workflows more efficient and eliminate common challenges like insufficient reporting, customer churn, overloaded employees, and poor customer understanding. For example, you can use your system to calculate a customer satisfaction score with surveys, enabling you to gather real feedback, discover pain points, learn about your customers, and drive improvements. 

By gaining greater visibility into your customer onboarding roadblocks and processes, you can also use them to identify opportunities for improvement, ensuring your customers have an exceptional experience from the beginning. 

The following are more of the significant benefits of digital onboarding: 

  • Uninterrupted business operations with greater opportunities for automation
  • Reduced time and costs
  • More personalized experiences
  • Increased consistent and accurate workflows
  • Comprehensive reporting on all operations
  • Real-time forecasts and task tracking
  • Easy integrations with additional tools like Salesforce, Gainsight, etc.

With a powerful digital onboarding platform, you’ll gain these benefits and drive greater customer retention, quicker time to value (TTV), and more revenue.

How to Digitize Onboarding

Now that we’ve discussed the benefits of digital onboarding, you’re ready to move your processes to a platform! But where do you begin? Digitizing customer experiences start with choosing the best digital onboarding platform for your organization.

Choosing the Right Digital Onboarding Platform

While your needs will vary based on your industry and business objectives, here are some things to look for in a digital onboarding tool: 

  • Customer dashboards with high-level overviews of projects and customer health
  • The ability to calculate customer satisfaction scores
  • Easy integration with your favorite tools
  • Full visibility into client interactions, engagement, and projects
  • Ongoing training and services for full support
  • Pricing options for unlimited contributors and guests 
  • Mobile app availability
  • Intuitive overviews of your timeline, tasks, and dates
  • Continuous improvement and the development of better tools and capabilities
  • An excellent onboarding platform will be proactive and provide the tools you need to succeed. It will also be provided by experts in the field of onboarding that can offer valuable tips, tricks, and support as soon as you need it.

If you’re having trouble choosing a platform, look at the provider’s customer service. They should give you the opportunities and support you need and want to guarantee for your customers.

How to Start Using the Platform

After you’ve selected your ideal digital onboarding platform, it’s time to design a roadmap for widespread adoption and use. Review your current processes and workflows and enter them into the platform, using templates as much as possible. Relying on tried-and-true practices and templates will help you identify which processes are working well and which have gaps that need to be filled. Identify what you’d like to change and how you will change it.

Once you have a foundation built, it’s time to start using the platform across your organization. Help your employees get started with training and support, and promote widespread adoption with leaders ready to help teams as needed. Encourage your team to run all communication through the platform to learn its intricacies and identify potential improvements. Then, once your organization has become accustomed to the tool, you can receive feedback from your employees and iron out any bumps in the road. 

On top of this, don’t forget to utilize data and analytics to improve your processes and drive greater results continuously. Continue educating yourself, and your team on all platform features to take full advantage of special capabilities as they’re released. With the right tool, automation and reporting will continuously improve, offering your team more benefits as you continue using it to optimize your investments. Don’t forget to ask for help in the case of any problems—your provider is there to give you comprehensive support and ensure you’re optimizing your use of the system.

Discover the Power of Digitizing the Customer Experience with GUIDEcx

With GUIDEcx, you can scale more efficiently, track progress toward deadlines, and improve the customer journey—all while maintaining the human element. GUIDEcx users report the following: 

As the leader in customer onboarding, GUIDEcx provides new insight into your onboarding process. GUIDEcx offers the following features that will elevate your customer experiences:

To learn more about how GUIDEcx can help you transform your customer onboarding experience and achieve greater ROI, take a moment to schedule a demo today.

Talk With a Guide Today

Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.