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How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

by Todd White | Feb 2, 2021 | Blog, Blog, Blog, Blog-onb, Customer Experience, Onboarding, Self-service

A lot of effort goes into closing a sale, but the work doesn’t end when your new customer signs a contract. In fact, it’s just beginning. It’s what happens after the sale that determines what kind of experience your customer will have—and whether they will stay your...
Avoid These 5 Things When Choosing Client Onboarding Software

Avoid These 5 Things When Choosing Client Onboarding Software

by Todd White | Jan 29, 2021 | Blog, Blog, Blog, Blog, Blog-onb, Customer Experience, Implementation, Onboarding, Self-service

In our consumer lives, we expect to know exactly what is happening and when. Just ordered a pizza? You can track it from the restaurant to your doorstep. Going on a trip? Your airline will notify you when it’s time to check in for your flight. You’ll get real-time...
3 Ways Customer Success Teams Can Improve Client Onboarding

3 Ways Customer Success Teams Can Improve Client Onboarding

by Harris Clarke | Jan 29, 2021 | Blog, Blog, Blog, Blog-onb, Customer Experience, Implementation, Onboarding

Your sales team has closed the deal and landed a new customer. Congratulations! Now it’s time for you and your customer success team to shine. But just delivering the product or service your new client bought isn’t enough. Even if your customers get what they paid...
Building a Better B2B Onboarding Experience

Building a Better B2B Onboarding Experience

by Peter Ord | Dec 14, 2020 | Blog, Blog, Blog-onb, Customer Experience, Onboarding

B2B onboarding is unique, but for companies that operate in this space, good B2B customer experience is essential. Your customers have high expectations about the products they purchased, and in many cases those products have higher costs and a longer lifespan than...
Reducing Churn with Better Customer Onboarding

Reducing Churn with Better Customer Onboarding

by Peter Ord | Dec 14, 2020 | Blog, Blog-onb, Onboarding

One of the most important metrics SaaS companies track is “churn”, a term that describes customers who don’t renew. The key to reducing churn is not simply to have a great product (although that helps), it’s making sure your onboarding process is streamlined and...
Are You Missing This Critical Client Satisfaction Metric in Your Onboarding?

Are You Missing This Critical Client Satisfaction Metric in Your Onboarding?

by Todd White | Dec 14, 2020 | Blog, Blog, Blog-onb, Customer Experience, Onboarding

In the customer onboarding process, there are a lot of things you can and should track, and many of them are very important—for example, how long it takes to complete certain tasks, and how often you meet your onboarding deadlines. There is one thing that companies...
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