How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

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

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...

Finsmes: ” GuideCX Raises $10M in Series A Funding”

Finsmes: ” GuideCX Raises $10M in Series A Funding”

"GuideCX, a Salt Lake City, UT-based platform for onboarding new customers, raised $10m in Series A funding. The round was led by Sorenson Ventures with participation from new investors Epic Ventures, Orchard Ventures, and previous investors Album VC and Prelude,...

Things that Should (and Shouldn’t) Be in Your Knowledge Base

Things that Should (and Shouldn’t) Be in Your Knowledge Base

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...

How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

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

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...

Finsmes: ” GuideCX Raises $10M in Series A Funding”

Finsmes: ” GuideCX Raises $10M in Series A Funding”

"GuideCX, a Salt Lake City, UT-based platform for onboarding new customers, raised $10m in Series A funding. The round was led by Sorenson Ventures with participation from new investors Epic Ventures, Orchard Ventures, and previous investors Album VC and Prelude,...

Things that Should (and Shouldn’t) Be in Your Knowledge Base

Things that Should (and Shouldn’t) Be in Your Knowledge Base

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...

How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

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

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...

Finsmes: ” GuideCX Raises $10M in Series A Funding”

Finsmes: ” GuideCX Raises $10M in Series A Funding”

"GuideCX, a Salt Lake City, UT-based platform for onboarding new customers, raised $10m in Series A funding. The round was led by Sorenson Ventures with participation from new investors Epic Ventures, Orchard Ventures, and previous investors Album VC and Prelude,...

How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

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

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...

Things that Should (and Shouldn’t) Be in Your Knowledge Base

Things that Should (and Shouldn’t) Be in Your Knowledge Base

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...

Leveraging a Self-Service Implementation Strategy

Leveraging a Self-Service Implementation Strategy

When onboarding a new customer, a self-service implementation strategy can improve the experience for you and the client. It can reduce the resources you must invest in the process and help the customer start realizing the full benefit of your product or service...

How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

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

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...

Things that Should (and Shouldn’t) Be in Your Knowledge Base

Things that Should (and Shouldn’t) Be in Your Knowledge Base

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...

Leveraging a Self-Service Implementation Strategy

Leveraging a Self-Service Implementation Strategy

When onboarding a new customer, a self-service implementation strategy can improve the experience for you and the client. It can reduce the resources you must invest in the process and help the customer start realizing the full benefit of your product or service...

How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

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

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...

Things that Should (and Shouldn’t) Be in Your Knowledge Base

Things that Should (and Shouldn’t) Be in Your Knowledge Base

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...

Leveraging a Self-Service Implementation Strategy

Leveraging a Self-Service Implementation Strategy

When onboarding a new customer, a self-service implementation strategy can improve the experience for you and the client. It can reduce the resources you must invest in the process and help the customer start realizing the full benefit of your product or service...

App-Garden’s Experience Taking Onboarding to a New Level

App-Garden’s Experience Taking Onboarding to a New Level

86% decrease in meeting length. 4x increased bandwidth. Customer Profile Hickory, North Carolina——App-Garden is a software company working in the K-12 education market, providing software that helps streamline processes for school offices. They provide solutions to...

Interview with Nancy Wilson from App-Garden

Interview with Nancy Wilson from App-Garden

Nancy Wilson from App-Garden shares how she has been able to do more implementations with less resources while improving their overall customer experience. “I used to spend a total of 4-5 hours speaking with customers during the implementation stage, now I only spend...

App-Garden’s Experience Taking Onboarding to a New Level

App-Garden’s Experience Taking Onboarding to a New Level

86% decrease in meeting length. 4x increased bandwidth. Customer Profile Hickory, North Carolina——App-Garden is a software company working in the K-12 education market, providing software that helps streamline processes for school offices. They provide solutions to...

Interview with Nancy Wilson from App-Garden

Interview with Nancy Wilson from App-Garden

Nancy Wilson from App-Garden shares how she has been able to do more implementations with less resources while improving their overall customer experience. “I used to spend a total of 4-5 hours speaking with customers during the implementation stage, now I only spend...

App-Garden’s Experience Taking Onboarding to a New Level

App-Garden’s Experience Taking Onboarding to a New Level

86% decrease in meeting length. 4x increased bandwidth. Customer Profile Hickory, North Carolina——App-Garden is a software company working in the K-12 education market, providing software that helps streamline processes for school offices. They provide solutions to...

Interview with Nancy Wilson from App-Garden

Interview with Nancy Wilson from App-Garden

Nancy Wilson from App-Garden shares how she has been able to do more implementations with less resources while improving their overall customer experience. “I used to spend a total of 4-5 hours speaking with customers during the implementation stage, now I only spend...

Finsmes: ” GuideCX Raises $10M in Series A Funding”

Finsmes: ” GuideCX Raises $10M in Series A Funding”

"GuideCX, a Salt Lake City, UT-based platform for onboarding new customers, raised $10m in Series A funding. The round was led by Sorenson Ventures with participation from new investors Epic Ventures, Orchard Ventures, and previous investors Album VC and Prelude,...

Finsmes: ” GuideCX Raises $10M in Series A Funding”

Finsmes: ” GuideCX Raises $10M in Series A Funding”

"GuideCX, a Salt Lake City, UT-based platform for onboarding new customers, raised $10m in Series A funding. The round was led by Sorenson Ventures with participation from new investors Epic Ventures, Orchard Ventures, and previous investors Album VC and Prelude,...

Finsmes: ” GuideCX Raises $10M in Series A Funding”

Finsmes: ” GuideCX Raises $10M in Series A Funding”

"GuideCX, a Salt Lake City, UT-based platform for onboarding new customers, raised $10m in Series A funding. The round was led by Sorenson Ventures with participation from new investors Epic Ventures, Orchard Ventures, and previous investors Album VC and Prelude,...

How GuideCX Founder and CEO Peter Ord Raised $2M Capital

How GuideCX Founder and CEO Peter Ord Raised $2M Capital

Peter Ord joins the Get Funded, Stay Funded podcast by SaaSOptics. Peter shares his story leaving his job and founding GuideCX (formerly Beynd): Being a first time founder, how Peter learned to navigate the waters of raising capital? Where to look who to turn to? Did...

How GuideCX Founder and CEO Peter Ord Raised $2M Capital

How GuideCX Founder and CEO Peter Ord Raised $2M Capital

Peter Ord joins the Get Funded, Stay Funded podcast by SaaSOptics. Peter shares his story leaving his job and founding GuideCX (formerly Beynd): Being a first time founder, how Peter learned to navigate the waters of raising capital? Where to look who to turn to? Did...

How GuideCX Founder and CEO Peter Ord Raised $2M Capital

How GuideCX Founder and CEO Peter Ord Raised $2M Capital

Peter Ord joins the Get Funded, Stay Funded podcast by SaaSOptics. Peter shares his story leaving his job and founding GuideCX (formerly Beynd): Being a first time founder, how Peter learned to navigate the waters of raising capital? Where to look who to turn to? Did...

Interview with Nancy Wilson from App-Garden

Interview with Nancy Wilson from App-Garden

Nancy Wilson from App-Garden shares how she has been able to do more implementations with less resources while improving their overall customer experience. “I used to spend a total of 4-5 hours speaking with customers during the implementation stage, now I only spend...

Interview with Nancy Wilson from App-Garden

Interview with Nancy Wilson from App-Garden

Nancy Wilson from App-Garden shares how she has been able to do more implementations with less resources while improving their overall customer experience. “I used to spend a total of 4-5 hours speaking with customers during the implementation stage, now I only spend...

Interview with Nancy Wilson from App-Garden

Interview with Nancy Wilson from App-Garden

Nancy Wilson from App-Garden shares how she has been able to do more implementations with less resources while improving their overall customer experience. “I used to spend a total of 4-5 hours speaking with customers during the implementation stage, now I only spend...