Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
Understand your customers interactions with your product and make informed product success decisions.
Define and track onboarding by phase, user progress, account, and portfolios.
Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Handle this critical component of the post sales customer journey.
We aren’t just any Customer Success platform. We have the insights, imagination, and technology that others don’t.
Get a complete view of your customer and all their moving parts.
Deliver consistent customer experiences and repeatable success.
Create the right scoring system for your organization.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Track your tasks easily by account, product, and outcome categories for better efficiency.
Create dynamic segment across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Automate your actions, alerts, playbooks and more.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Improve decision making and actions for enhanced outcomes.
Unlock value from your data with our embedded Business Intelligence solution.
Meet the industry’s first virtual assistant (SIA) designed for customer success and account management.
Our core values, team, and community
Get in touch anytime.
Don’t miss an episode of the Customer Success Intelligence Podcast
Our annual survey captures the current state of CS Intelligence and automation.
Resources for new and seasoned Customer Success teams.
Features and SDKs you can integrate into your apps.
Calculate the potential ROI you could achieve with SmartKarrot CS.
Get new jobs sent straight to your inbox.
In this write-up, we will look at the different ways you can take your customer onboarding a notch ahead with digitized workflows.
Customer onboarding is a critical aspect of business development, especially for a B2B SaaS company. However, the one thing that the executives miss out on is that it can even come in handy with salesforce.
89% of customers reportedly say they would pay more for companies that provide a better customer onboarding experience.
No doubt, highly engaged customers buy more than unengaged customers. And onboarding is one of the best ways to attract user attention. Customer onboarding, when done efficiently, attracts user interest. It keeps users invested in the products and builds loyalty.
With the help of an efficient customer onboarding process, you can develop a loyal customer base. In this write-up, we will look at the different ways you can take your customer onboarding a notch ahead with digitized workflows.
Customers, once onboard, need to use the product in the best way possible. Customer onboarding takes the customer from the initial product sign-up to activation and full use. This will help deliver value early and ensure the ‘aha’ moment is realized soon. Here are the different types of customer onboarding.
On-site customer onboarding is the traditional way of onboarding. In this type of customer onboarding, the customer approaches the store, office, shop, or branch in a physical capacity. The customer must provide proof of identity, purchase, and other documents. This ensures verification, and also the turnaround time is high. In the post-pandemic world, this method has reduced usage. This is because the world has moved to remote onboarding, digital customer success, and other forms of onboarding.
The hybrid customer onboarding method is when companies use digital documents for customers. These forms are filled out online, printed out, and then submitted at allocated branches or offices. This is partially helpful for customers. Many customers may live in another geographical time zone, which can get cumbersome for them. This can be inconvenient to certain customers.
Digital onboarding is one where the customer onboarding is completely online. Any customer can come on board in a simple manner. They do not need to visit an office or branch. The entire process can be completed from their place of choice. The onboarding does not change the guarantee of the product or its credibility. Remote onboarding has become the new normal format of customer onboarding with COVID-19.
With new advancements in technology, digital onboarding has become widely accepted. The process is faster and more secure than others. However, there are some challenges of digital onboarding. They include-
Customers from older generations might find it tough to process and understand digital onboarding. It may get tough to transition from a known physical format to an unknown remote and online customer onboarding. This can be a challenge for new customers.
Digital customer onboarding has some major benefits. Some of them include-
Digital customer onboarding helps standardize the process. There is a specific way things are done and a workflow that tells you when activities are completed. You can ensure customers know about the product, have seen the explainers, and know the stakeholders. Users are free to choose parts of the onboarding. They can go over particular strips of content and onboarding if they need help. In case you have questions, it is simple to ask the customer. Match gaps with processes and align them accordingly. Some steps will work for every company. Some steps will not work for all. This flexibility will support long-term growth.
Another great tip is to add a personal touch. You can improve customer onboarding by customizing elements of the onboarding. For example- You can greet customers in their native language or thank them in their language. This will increase opportunities to keep customers engaged and involved. You can use these customer insights to send marketing communication and messaging tailored for them. This lays the foundation for improved groundwork- customer retention, enhanced relationships, and reduced customer churn.
Digitized customer onboarding is about keeping the customer first. You can map and build checkpoints that will ensure customer onboarding journey is measured. You can add short quiz features and solicit feedback accordingly. These checkpoints will help track customer metrics and allow customer success managers to reach out in case of any difficulties.17
Once you standardize and formalize your onboarding steps, it will help you deliver a consistent experience to new customers. It will also ensure that you set up the relationship for success. Digitized onboarding helps ensure better customer outcomes, improving customer success, and ensure better retention. Good customer onboarding helps the customer feel independent and self-reliant. Digitization is the cornerstone for the robust, modern onboarding process of the future!
Dattatraya Shetty is an IT Professional with 2 Decades of experience in areas of Product Development, Implementation & Service Delivery Management. As the Head of Implementations and SOC Compliance in Smartkarrot he is on a mission to provide relishing customer experience.
Published December 20, 2021, Updated March 02, 2023
Explore the exciting world of Playbooks for Up-selling and Cross-selli...
22 Sep, 2023
Discover effective ways for Customer Success leaders to empower their ...
02 Aug, 2023
Discover the power of a Customer Success Dashboard and find templates ...
31 Jul, 2023
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.