Customer onboarding is the nurturing process that gets new users and customers acquainted and comfortable with your product. Optimizing B2B customer onboarding can reduce ramp time by 54% and increase CSAT by 45%.

B2B Customer Onboarding

When an opportunity is won, automatically send a checklist of all pertinent fields that the AE needs to fill out in the CRM. Once the fields are filled out, the CS team is automatically notified and prompted to start the customer onboarding process.

1. AE Checklist for Knowledge Transfer

Jessica Tucker

The easiest way to ensure CS teams have all the information they need to start the customer onboarding process. 

The easiest way to ensure CS teams have all the information they need from AE's to start the customer onboarding process. 

AE Checklist for Knowledge Transfer

Overview

Data sources in use

Salesforce

Example Solutions

B2B Customer Onboarding