B2B Customer Onboarding

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B2B Customer Onboarding

Automate and standardize how you onboard your customers without forcing change.

Ensure customer satisfaction
Reduce cost & increase efficiency
End-to-end visibility and control
No change management
Fully customizable by Ops teams

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Trusted by enterprises like

54%

Lower customer ramp time

45%

Higher CSAT scores

33%

Reduced customer service costs

40%

Customer retention rates

75%

Increased upsell potential

Proactive Pre-Sales Monitoring

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.

Full context, no extra work for the Sales team
Uncover potential risks and delays early
Set up the Implementation team for success

Example Modules

AE Checklist for Knowledge Transfer

SOW Generation

Sales Engineering Handover

Scoping w/ Implementation Team

Clear and Active Handoff from Sales to Success

Accelerate a customer's time to value by automatically extracting pertinent information from relevant systems and generating a cohesive onboarding plan in minutes.

Automatically gather and share critical information
No unnecessary back-and-forth between departments
Maintain momentum to ensure customer engagement

Example Modules

Generate Onboarding Documents

Generate Project Tracker

Schedule Internal Handoff Meeting

Orchestrate Critical Customer Onboarding Events and Activities

Highly Compatible With

Manage Account Provisioning Without Micromanaging It

Provision and deploy the appropriate environments, send relevant setup information or create a ticket for Dev/IT. This includes customer asset collection.

Fully automated account provisioning workflow
Easily collect necessary information for proper account setup
Secure deployment and reduced error risk

Example Modules

Create Customer Account

Create Support Accounts

Personalized Training for Maximum Success

Identify the power users and generate personalized training and certification for them to be successful.

A proactive partnership with the customer and success team
Speed up customer time to competency
Ensure customers are seeing increased value from the product

Example Modules

Create a Training Curriculum

Training Complete - Generate Certification

Manage All Documents & Knowledge in one place

Capture and manage a growing library of knowledge and file every step of the process.

Manage a central knowledge base used by everyone
A single hub to ensure all assets are up-to-date
Aligned messaging and collateral

Example Modules

Documentation Chatbot (MS Teams)

Slack FAQ Chatbot

Continuously Measure and Track Critical KPIs

View and monitor the entire of the process and identify areas of improvement

Immediately identify and remove blockers for customers
Get complete visibility of progress in real-time
Get a comprehensive view of the customer all in one place

Example Modules

Active Implementation Tracking

Asana Project Tracking

Gong Call Monitoring

What is B2B Customer Onboarding?

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.

Want the ideal B2B Customer Onboarding experience?

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