Leverage the Implementation team at the right time in the deal cycle to expedite scoping the project and preparing the Day 1 of the project before the deal closes.
Accelerate a customer's time to value by automatically extracting pertinent information from relevant systems and generating a cohesive onboarding plan in minutes.
Provision and deploy the appropriate environments, send relevant setup information or create a ticket for Dev/IT. This includes customer asset collection.
Identify the power users and generate personalized training and certification for them to be successful.
Capture and manage a growing library of knowledge and file every step of the process.
View and monitor the entire of the process and identify areas of improvement
More than 80% of your Revenue comes from existing customers. In other words, successful onboarding is imperative for customer retention and your business growth.
Customer onboarding is the nurturing process that gets new users and customers acquainted and comfortable with your product. An exceptional customer onboarding program involves step-by-step tutorials, helpful guidance and support, and confirms that your customers know the product well and can clearly obtain value from it.