ClientSuccess

SEPTEMBER 13, 2022

From juggling multiple customer accounts to keeping a myriad of plates spinning, CSMs rely heavily on metrics and data to ensure they are trending in the right direction. Understanding customer onboarding speed. So, what is customer onboarding speed? Schedule first onboarding/implementation kick-off call.

Benchmark 76

Benchmark Metrics Education Accountability 76

ShepHyken

JANUARY 4, 2019

This week we feature an article by Anand Srinivasan who writes about how important it is to have a properly trained customer service team to ensure business success. – Shep Hyken. Customer service is one of the primary drivers of growth in many organizations. Traits that define a great customer service rep.

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Customer Service Calibration Feedback Sales 194

Vistio

FEBRUARY 16, 2024

The rapid and continuous evolution of technology and communication channels has placed increased demands on businesses to ensure their contact center agents are capable of providing exceptional customer service. This is where the power of ServiceSim’s AI-enabled simulated customer training comes into play.

Contact Center 52

Contact Center Technology Customer Service Customer Support 52

Help Scout

SEPTEMBER 24, 2021

Since there are multiple, distinct steps in the customer journey , some companies choose to separate these steps and have them managed by separate roles: The sales team handles pre-sales. A customer onboarding specialist manages onboarding. A customer success specialist owns lifecycle management.

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Education Government Sales Enterprise 115

ClientSuccess

MARCH 1, 2022

Traditionally, the customer handoff process from sales to customer service for onboarding can be chaotic and more than a little confusing. Your team wants onboarding to go as smoothly as possible, no matter the customer in question. Gather your playbooks and processes for the onboarding kick-off.

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Metrics Sales Customer Service 76

CSM Magazine

OCTOBER 25, 2023

In customer service, employees are the face of the company and the effectiveness of the onboarding process cannot be overstated. Proper onboarding can help employees quickly become productive members of the team, feel valued, and improve employee retention rates.

Customer Service 52

Customer Service Coaching Best practices Feedback 52

Totango

MAY 13, 2022

Choosing the best customer engagement platform for your needs can make a massive difference in the success of your SaaS business. Knowing how your customers feel and what they’re thinking is essential for their satisfaction and your revenue growth. The best way to gain this information is through customer engagement.

Enterprise 103

Enterprise Customer Support SaaS Sales 103

Totango

AUGUST 18, 2021

Freemium onboarding forms a critical stage in users’ path to becoming paying customers. The email sequences you use to onboard freemium users can directly determine whether they upgrade to premium buyers or they become inactive users. What Is a Freemium Onboarding Email Sequence? Welcome Email. Quickstart Tutorial.

Best practices 115

Best practices Benchmark SaaS Enterprise 115

OctopusTech

APRIL 7, 2022

When customers experience a positive onboarding process, it ensures them that they have made the correct choice by buying products from your brand. This as a result helps to retain your customers. The two most important reasons why your customers get disappointed are. What do you mean by Customer Onboarding?

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Best practices Customer centricity Chatbots Education 62

Satrix Solutions

AUGUST 31, 2021

Throughout the customer lifecycle, there are many defining moments. This is where customers can experience a lot of pain and frustration because expectations and promises are not met, hindering your ability to recognize revenue quickly. But not all companies fall short at onboarding new customers.

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Customer centricity Surveys Sales Feedback 78

Helpware

SEPTEMBER 8, 2022

You just landed your company a new customer. You're both excited about working together, but you still have to onboard the customer before the real partnership can begin. Unfortunately, more than 90% of customers think companies they buy from could do a better job at onboarding new customers.

Customer Service 88

Customer Service 88

ChurnZero

JULY 22, 2022

Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. It’s about transforming your customer’s business and delivering value, so you make their life better,” says Donna.

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Gamification Accountability B2B Enterprise 98

Totango

OCTOBER 23, 2020

Onboarding is defined as the actions your company takes after a customer signs up to use your product. These actions are crucial to customer success, as they will set the tone for your client-brand relationship moving forward. The Three Stages of Onboarding . Typically, onboarding breaks down into 3 common stages: 1.

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Best practices Metrics Enterprise Feedback 71

Working Solutions

MARCH 25, 2024

As businesses adapt to changing customer needs, the demand for specialized CX teams has skyrocketed. Building a successful on-demand team requires more than hiring the right people; it requires a strategic onboarding process to train and retain expert agents effectively.

Customer Experience 52

Customer Experience 52

Totango

JUNE 30, 2021

Knowing how to boost product adoption after onboarding is critical for customer retention. Onboarding is a crucial time to provide the training and resources that customers need to make the most out of your product. These customers run a higher risk of becoming disengaged and churning. What Is Product Adoption?

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Best practices Customer retention Metrics Accountability 94

CSM Magazine

OCTOBER 5, 2022

Carlton Retland, Principal Solutions Engineer at Applause details how brands can successfully identify and remove barriers for new customers. Poor customer onboarding hurts your bottom line, increasing customer acquisition costs and driving down customer lifetime value. Common friction points for new customers .

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Entertainment Engineering Accountability Feedback 64

CustomerSuccessBox

APRIL 7, 2022

And, of course, in remote customer onboarding! Read on to know how remote customer onboarding can do so many things that you never thought could have been possible! Mr. Puneet Kataria shares his experience and observation on how customer success teams can be agile in the Customer Success Vodcast hosted by tl;dv!

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SaaS Customer retention B2B Self service 52

NICE inContact

JULY 29, 2021

The success and satisfaction of our customers is our primary focus. The main feedback that the education and onboarding team receive post-training is regarding the positive relationship our customers build with the trainers and onboarding managers they work with. Read more about our customers and their success stories.

Education 109

Education Feedback Management Contact Center 109

CustomerSuccessBox

MAY 25, 2022

Customer retention is an essential component of any successful B2B SaaS firm. While keeping your clients satisfied can feel like a challenge at times, churn is frequently caused by mistakes in the onboarding process. The initial few interactions a customer has with your firm are crucial to their overall satisfaction with your product.

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CustomerSuccessBox

DECEMBER 13, 2021

Maranda (VandenBroek) Dziekonski is the Chief Customer Officer at Swiftly, Inc. Here, she talks about the best practices to get effective c ustomer onboarding. Can you define successful onboarding? When a customer can successfully use and achieve value from your product and/or services. Swiftly I nc. Swiftly I nc.

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Chief Customer Officer Best practices Sales Accountability 52

CustomerSuccessBox

DECEMBER 13, 2021

He’s one of the Top 100 Customer Success Strategists. SuccessHACKER is a Customer Success advisory firm focused on providing education, recruiting, and consulting to high-growth companies. Here, he talks about the steps to get a perfect customer onboarding. What are the ingredients of a perfect customer onboarding ?

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Sales Education Best practices Consulting 52

CustomerSuccessBox

DECEMBER 13, 2021

Customer onboarding is the equivalent of what we more commonly call entering a relationship. This is a key step in the business relationship that will mark the beginning of a long story (hopefully) between your customers and your company. We all know Onboarding is the real sauce to Customer Success, so let us get it right.

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Journey mapping Sales Best practices Metrics 52

CustomerSuccessBox

DECEMBER 13, 2021

Alex Farmer is the VP of Customer Success at Cognite. He’s one of the 2021 Top 25 Customer Success Influencers. He had been recognized as a 2020 Top 100 Customer Success Strategist in a recent survey. Here, he discusses the steps to be followed for effective Customer Onboarding. Onboarding Team. Continuity.

SaaS 52

SaaS Metrics Sales CRM 52

CustomerSuccessBox

DECEMBER 13, 2021

Star Hofer is the VP of Customer Success at PartnerStack. She’s Top 100 Customer Success Strategist (2021 & 2020). She is an experienced CS professional with over 18 years of SaaS implementations in multiple roles: Project Management, Consulting, Training, Account Manager, and Customer Success.

Best practices 52

Best practices Consulting Consulting SaaS 52

Totango

JANUARY 7, 2020

Onboarding is an opportunity to set your customer up for success. Your customer onboarding workflow should guide you through the process of helping your customer integrate the product into their daily business activities so they can start achieving their goals. Keep an Eye on Onboarding Progress.

Best practices 72

Best practices Enterprise Metrics Sales 72

CustomerSuccessBox

DECEMBER 1, 2021

The first impression of your customers is decisive. When you onboard new customers, you introduce them to the way your business works. Results: you gain efficiency and you improve the satisfaction of your customers. The trick is to make the customer experience as good as your products and deliver on your promises.

CRM 52

CRM Accountability B2B SaaS 52

ClientSuccess

JANUARY 10, 2020

When it comes to dealing with customers, there are some situations that can be a little overwhelming for both a customer success manager and the customer in question. For many, onboarding is one of those situations. For CSMs and training managers, onboarding can often be chaotic, messy, and even frustrating.

Best practices 65

Best practices Metrics Feedback SaaS 65

ClientSuccess

JANUARY 10, 2020

When it comes to dealing with customers, there are some situations that can be a little overwhelming for both a customer success manager and the customer in question. For many, onboarding is one of those situations. For CSMs and training managers, onboarding can often be chaotic, messy, and even frustrating.

Best practices 64

Best practices Metrics Feedback SaaS 64

ChurnZero

NOVEMBER 9, 2021

The proper upkeep and continual improvement of a customer onboarding process are essential to maintain its value over time. When you’re ready to improve customer onboarding , then follow our six tips to enhance the most influential phase of your customer’s journey.

Customer retention 52

Customer retention Feedback Benchmark SaaS 52

CSM Magazine

NOVEMBER 21, 2022

One of the most important things for the success of a B2B SaaS company is customer retention. Clients need to be kept satisfied, which is usually a huge challenge and several problems can appear during onboarding. A SaaS customer onboarding checklist is a great place to start but it is rarely enough.

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SaaS B2B Metrics Customer retention 52