Category: Customer Onboarding

How can I improve my customer onboarding?

April 21, 2017
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After you’ve worked really hard to close a new customer, the last thing you want to do is drop the ball when you’re getting that customer up and running. Salesforce does a great job of giving you the tools to close deals – from leads through opportunities and accounts, and tools to maintain the customers […]

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6 Phases of Customer Onboarding

Defining a Customer Onboarding Process [Infographic]

October 4, 2016
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A successful customer onboarding process does more than just accomplish your goal of getting customers using your software. It also sets your customers up for success – and to accomplish their goals. In fact, it’s even more important that your customers achieve their goals through onboarding than you achieve yours. We created this infographic to help […]

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Reduce Customer Churn with a Better Onboarding Process

Reduce Customer Churn with a Better Onboarding Process

September 20, 2016
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Acquiring customers is the focus of most SaaS companies. But once you’ve gotten the close, the work starts of maintaining that customer. As we’ve all heard, it costs 7x more to acquire a new customer than it does to maintain an existing one. So why do Saas company annual churn rates vary from 6-10% for […]

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