Customer Onboarding
Made Simple

Define and track onboarding by phase, by user progress, by account and by portfolios.

Get a Demo
SaaS Customer Onboarding

Industry Challenges In
Customer Onboarding


Customer onboarding goals

Time To First Value

This is the first opportunity to create the best customer impression. Longer TTV cycles causes significant challenges. Pre-planned onboarding process retains the value focus for the customer.

Customer Onboarding Challenges

Process Efficiency

Unplanned process for onboarding leads to miss in crucial timelines-based activities. Further, delays the movement to the next phase of customers lifecycle. Efficiently built product can avoid such delays.

Customer Onboarding Duration

Scale

Achieving a consistent and effective onboarding process at scale is an essential across self-service and high touch scenarios. A balanced onboarding plan paying a parallel attention to all aspects of the product will simply the process.

We Help You Create
The Best Onboarding Experience

Personalization

Providing personalised onboarding plans per customer specifications.

SmartKarrot helps personalise training and outreach activities - stage wise basis customers' behaviour.

Tracking

Understanding status and
milestones completion.

SmartKarrot helps you track, manage and evaluate successful onboarding and next phase movement quickly.

Automation

Automation for simplification
and scaling.

SmartKarrot helps you to easy-automate onboarding campaigns, tasks and alerts comprehensively.

Adoption

Ensuring completion of initial key activities - Account & user activation

SmartKarrot helps you with efficient guidance, training and first-time usage activation effectively.

Experience

First impressions matter.

SmartKarrot helps you create an upfront positive impression due to personalization and automation.

Ready to see us in action?

Schedule a demo now!