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Understand your customers interactions with your product and make informed product success decisions.
Bring efficiency, add scale, and connect user behavior to personalized actions.
Define and track onboarding by phase, user progress, account, and portfolios.
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!
Optimize product usage by monitoring in-depth user data and receiving actionable insights
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Get a complete view of your customer and all their moving parts.
Create the right scoring system for your organization.
Deliver consistent customer experiences and repeatable success.
Increase your productivity real-time, automated alerts.
Create groups across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Reach out to groups of customers when you need to.
Create surveys to get timely feedback from your customers.
Automate your actions, alerts, surveys, and more.
Create and track tasks across teams.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
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.
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It is no surprise to tell you that customer onboarding is substantial for your business. A customer onboarding process is all about comprehending the relationship of clients with your business or company from the very start. Customer onboarding is the beginning of a customer’s journey. It allow
It is no surprise to tell you that customer onboarding is substantial for your business. A customer onboarding process is all about comprehending the relationship of clients with your business or company from the very start.
Customer onboarding is the beginning of a customer’s journey. It allows you to understand the perception of customers about your business. It enables you to analyze all activities or procedures regarding the introduction of your products and services to new customers.
is a daunting task for many businesses. However, when you get it right, this
process will allow your customers to get acquainted with your products or
services. When it comes to the success of the customer onboarding process, it
requires careful planning, significant efforts, and ongoing support.
The process of
onboarding is important throughout your customers’ journey. It is all about
enabling your customers to get the most out of your product or service. The
entire purpose is to improve retention.
In today’s article,
we are going to tell you about SAAS – what is a great customer onboarding
process and how to get the most out of it. We will likewise highlight client
onboarding process steps.
We recommend you to
read this post carefully so that you comprehend all the necessary information and
treat the process as a touchstone to boost productivity and retention. Read on!
represent a major change in the way companies operate in the market. Today, they
represent a change in the old-fashioned way of doing business.
You probably have
heard the word SAAS, but do you know what it means? SAAS (Software as a
Service), is the availability of applications via the cloud – i.e. the use of the
software through the internet.
You probably have
more contact with services like this than you think, Google Drive, Trello, Mail
Chimp and even Netflix are among these types of services.
experience has become increasingly important for organizations, those that do
not adapt will be swallowed up by the market. This is what happened to the
SaaS is a summary
of the many needs that consumers had. Certainly, your experience with Google
Drive is much better than with your external hard drive. In the end, this is
the goal of Software as a Service, to make life easier for its users.
According to a
Gartner survey, 71% of CIOs use SaaS companies as their first choice. The
market has already adhered to this type of tool, recognizes its importance and
all the experience that can be provided with these solutions. Because of this,
the benefits offered to make the customer experience much more complete.
The old methods of
acquiring applications worked, but it was not ideal, it was what consumers had
at their disposal. With the lack of support after purchase, it was very
difficult for the customer to learn to handle all the features and obtain good
Today, in addition
to providing more quality services, SaaS provides more learning on the customer
journey, facilitating the use of tools and creating a more attractive
Software as a
Service (SAAS) came to change the rules of the game and radically change the
market, the trend is that this type of technology continues to grow – as well
as concern for the customer experience.
This model has been
increasingly widespread among companies and it is very simple to understand
why. There are several advantages when choosing a cloud solution, among them,
This is one of the
strengths of SaaS: support and customer service. 92% of consumers consider that
service is essential to choose a brand to buy or relate to. Service is the main
connection between the company and the customer, which is why we see so many
successful SaaS cases.
If you use Netflix
and have already had to solve a problem or answer a question, it was certainly
very well attended. These companies understand the importance of maintaining a
good relationship with users.
onboarding is essential for your ongoing relationship with your customers. Not
only does it increase the lifetime value of a customer but it also decreases churns.
The purpose is to convert new customers into repeat customers.
Customer onboarding is extremely important – and in today’s fast business world, if you are unable to retain customers, you will suffer from discrepancies. These include losing over 70% of new customers in the initial days.
Research shows that 40-60% of new customers will test your product one time. They will never buy from your company again. A list of great customer onboarding examples can be accessed here.
This is why
customer onboarding is of great importance. The “word-of-mouth” plays a key
role in acquiring more and more customers.
Customer retention increases
your business revenue by lowering the cost of acquisitions. Eventually, this is
beneficial for your company – i.e. more repeating customers will lead to more
It is not a good
idea to create a campaign without a sophisticated onboarding strategy. If you
haven’t created an onboarding strategy, you might face problems like ineffective
marketing. Therefore, you need to create objective – and based on them, you
would be able to create plans.
Your plans will
keep on changing as you become more knowledgeable about your customers. Again,
you need to set objectives – because, without clearly-defined goals, you can’t
start your journey.
Tip: Your objectives or goals must be customer-oriented and specific to your products. It is important to synchronize your objectives with retention.
So, in this regard,
you must get customers to use your product or service one time in the initial
days – i.e. the first week. The second thing is to create a sophisticated usage
pattern. Make sure you make your product or service more indispensable.
The initial phases
of customer onboarding require you to collect information on your customers.
The best way to do this is via your marketing and sales processes.
Keep in mind that your
customer impression of you is everything you need to determine. So, always give
your customers a holistically engaging experience.
For a successful
onboarding strategy, first, you need to create a buyer’s persona – which means
knowing and understanding your customers. This will allow you to analyze hindrances,
challenges, and prospects.
Buyer Persona is
also useful for creating ideal solutions and outcomes. Gathering information on
your customers can help you create customized onboarding objectives and
expectations about your product hold a significant value. This means your
customers must know what to expect from your product or service before he or
she opts to purchase your product.
In this sense, you
must carefully examine all qualifying factors regarding your product, which is
an essential step into the customer onboarding process. This requires you to
repeatedly present your product’s value to the customers.
At the same time,
you need to educate your customers regarding any potential risks. So, if any
unwanted or undesirable situation occurs, your customers will be prepared for
it and support your company.
Attention to detail
is important – for example before new customers buy or use your product or
service, you need to tell them about your product’s value and how this
particular product can fulfill their unique requirements. You can give them
examples of your product so that they understand how can they use them and get
the most out of it.
yourself to create documentation on your product explaining every aspect. You
must also create training manuals for the accurate use of the product or
onboarding strategy obligates you to stay in contact with your customers. Throughout
the onboarding process, it is essential to communicate with your customers via
emails or any other special tools used in the customer support department.
Experts say that communication
through email is the perfect medium to stay in contact with your customers. It
is important to create apps so that your customers can access your business and
its products through them. After you have an indispensable product, they will
sign in the app receive notifications about your product and services.
objectives must be client-centered. This is the key to success. Make those
objectives unique for addressing the needs of each customer. The tailor-made
objective – however, requires careful planning. You need to make your customers
define the success of your products. This way, you can achieve all your
milestones and maintain retention rates.
element of your customer onboarding process is to inspire them. Why they should
buy your product? Why do they need to buy it again? How can they do
“word-of-mouth marketing for you on their own?
These are the
questions you need to note down and then scrutinize every aspect to engage them
in a positive experience. Not only will this make them buy your product but at
the same time, they will share their experiences with others optimistically.
This will increase your chances of driving more customers organically.
Onboarding is not only beneficial for your company and its products but also for the customers. After making a sophisticated strategy and initiating the onboarding process, it is valuable to measure your outcomes and success.
How can you do
this? It is pretty simple. Employ key approaches to gather feedback from your
customers. This will allow you to determine and analyze key friction points.
Similarly, after gathering feedback, you will have the opportunity to measure
the risks and prospects.
Doing so will
improve your onboarding process because you would now know what your customers
want and how can you fulfill their expectations. Measuring your success
periodically is the key to business success.
In this section, we are going to tell you the client onboarding process steps. Continue reading!
leaders or owners ignore this important step, which yields harmful outcomes.
So, this is one of the most important steps or phases of your customer
Many companies set
a common goal – i.e. to train and enable customers on all features of the
product. Experts believe that this is where companies make mistakes.
So, what to do?
Well, you need to gather feedback from your customers and ask them what made
them buy your product in the first place.
The next step is to
ask your customers about your product – was it beneficial? Did it satisfy them?
What do they expect more? How can your business and your customers move in the
right direction? Your next action depends on data collection from customers who
would answer all these important questions.
“B2B” SaaS products usually have a longer period for justification. It could
take several months or even years to measure the metrics and then make a
strategy to reduce churns. So, clearly defining the objective will help you
make sustainable progressions in customer lifetime value.
Once you have
defined the objective, it is time to set the direction. This refers to finding
out the adoption of your product by the customers. How to do this? There are a
few steps you need to consider, which are:
If you want to
ensure your customers to achieve the onboarding goal, then you can’t simply
ignore this step. How to create or establish a workflow? Again, you need to
follow a few steps, which are:
Following these steps, you can provide substantial support to your customers. You can interact with remote customers, give them guidelines/instructions, allow for work sessions – both onsite and remotely, etc. this will make it easy for your customers to continue their journey easily. Moreover, you can determine your price points based on the quality of your product, customer satisfaction, challenges, and prospects, opportunities and threats.
The below example from Slack onboarding helps users exactly how they can use its features most effectively.
This is an
important step – especially when we talk about client onboarding process steps.
It is always a good idea to keep your customers in onboarding for a while.
They must not be stuck
in it for a longer period. This way, you can create a clearly defined timeline
for your onboarding process.
Again, expert advice is breaking down each step and then defining a timeline for each one. Your timeline creations should be an easy process. Don’t make it complicated or it must not take a lot of your time.
The last step is to
decide on effective measurement tools for your customer onboarding process. You
must complete each task within the set timeline.
To identify and
measure the impact of your customer onboarding process, experts suggest keeping
an eye on the production adoption.
The SaaS deployment
process is relatively simple. The fact that internal investments in
infrastructure are not necessary is one of the main factors responsible for
this ease of implementation.
This is the first
step of implementation, and the initial questions of the company that provides
the chosen solution are carried out, to align expectations and identify the
next steps of the implementation stage, according to the demand and segment of
At this point, your
supplier will have an overview of what your company expects from the solution
and how it can be applied to achieve your and your employees’ satisfaction.
The system is
parameterized according to the client’s business and the demands raised in the
first stage of onboarding. This step is not carried out on the spot, but
remotely. This is one of the advantages of the software hosted in the cloud,
there is no need to make constant visits for adjustments, and everything is
configuration, the process of automation and validation of automated
documentation begins, in which the solution will begin to perform a series of
tasks autonomously, replacing the old processes used in your company, such as
sales orders, commercial proposals, contracts, etc.
The next phase of
implementation in SaaS is to conduct training and simulations of the system
implanted with its employees, to prepare them to deal with the new tool and all
its functionalities, in addition to informing them about the changes in the processes.
It is natural that
at the beginning of the use of the new software there is resistance on the part
of the team and some difficulties arise in adapting part of the collaborators
or even processes.
It is necessary to
keep monitoring the results to check the places where an intervention is needed
for improvement. After a few cycles of changes, your company will be fully
adapted to the system and enjoy all its advantages.67
In this last step, your Customer Success professionals will continue to follow up to ensure that they have the best experience and achieve the expected success. Monitoring must be maintained, as new opportunities for improvement can always arise – allowing your team to further improve the numbers achieved with the new tool.
Rohan has over 11 years of experience in client services, marketing and hospitality field. Previously, he was head of digital marketing for a hi-tech mobile application. Rohan is driven by new challenges and the possibility of making an impact on individuals and businesses.
Published 24 Mar 2020, Updated 15 Feb 2021
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