Onboarding

Deanna Sotolongo, Senior Implementation Manager at Catalyst, joins us on the podcast to provide us with a deep dive into the nuances of customer implementation, shedding light on Catalyst's unique approach and sharing invaluable insights that every SaaS company can benefit from....

When it comes to measuring success for a SaaS company, it’s crucial to look at several different metrics to get a comprehensive understanding of what’s working well and what isn’t....

Customer onboarding is one of the most critical aspects of any business. It sets the tone for the entire customer experience and can literally be the difference between a customer deciding to stick with your company, or finding an alternative with your competitors....

A checklist with everything you need to consider when putting together a post-sale customer survey....

A framework to help inspire the steps you take your new customers through to get them fully onboarded....

Winning over a new client takes resources: Time, team labor, and money. Losing a new client? Now, that can cost you even more. When you have high customer loss or customer churn, you lose that customer’s revenue and must invest time and resources into acquiring a new customer....

When you onboard new customers, how does that process go? Is it smooth and streamlined? Can you accurately predict the date of full implementation (aka “go live”) or tell your client exactly when to expect your product to be completely integrated into their workflow?...

The Customer Onboarding Landscape 2023 will be our first investigative look at the process that decides if your customers jump ship or become loyal advocates. But to present this research, we need to hear from you first by completing this short survey....

A structured approach to ensure a smooth and effective transition from sales to post-sales activities....

No matter what industry you’re in, your company’s success is tied to each client’s success. If your products and services truly meet your clients’ needs and exceed their expectations, you can build an outstanding reputation among your competitors....

Customer onboarding solutions are designed to automate the tasks and steps in your onboarding process, creating full transparency in the entire project. But how can you know if your organization is ready for a powerful solution like this?...

In this article, I'm going to explore the importance of onboarding and its benefits, and why it’s important we spend time making sure that we've got a great onboarding process....

In today’s fast-paced business world, time is a valuable commodity. Streamlining workflows and eliminating repetitive tasks can free up resources to focus on growing your business. That’s where customer onboarding software comes in....

Inefficiency within your organization can cost your business as much as 20–30 percent of your yearly revenue. That’s a lot of income left on the table due to not being efficient—and in today’s economy, who can afford that?...

All aboard! Revealing industry best practices with the insights of CS leaders, in partnership with GUIDEcx, this playbook will show you exactly how to position your customer interactions during this crucial stage in the customer journey....