MiaRec

AUGUST 31, 2023

Are you considering purchasing MiaRec’s Conversation Intelligence platform but are wondering what happens once you sign the contract? You might have been burnt in the past by a bad onboarding experience and are asking yourself what you should expect in the next steps regarding technical implementation, onboarding, training, and support.

Quality management 83

Quality management Analytics Management 83

Totango

OCTOBER 18, 2023

Leader” in the Grid® Report for Customer Success Software and “Leader” in Grid® Report for Customer Data Platform are two of our favorites and clearly demonstrate our commitment to driving customer business results.

Journey mapping 101

Journey mapping Enterprise Best practices Marketing 101

Totango

AUGUST 18, 2022

A Customer Onboarding Checklist for Successful CS Teams. A lot goes into crafting the ideal onboarding process for SaaS products. One way to tackle these challenges is to utilize a customer onboarding checklist for your CS team that delineates all of the targets that need to be hit during this stage of the customer journey.

Journey mapping 92

Journey mapping SaaS Upselling Enterprise 92

CSM Magazine

APRIL 26, 2024

HubSpot is one of the top CRM platforms currently available on the market. The best way to get the CRM going for your business is to partner with an agency for HubSpot onboarding. HubSpot partners are experts in the platform. It’s a great way to get ahead of your competition. But HubSpot comes with a wide range of features.

CRM 52

CRM Sales Best practices Marketing 52

ClientSuccess

SEPTEMBER 13, 2022

While NPS, customer sentiment, and adoption or usage rates are a great place to start, there are a ton of other more niche metrics – such as customer onboarding speed – that CSMs are also tracking to ensure success. Understanding customer onboarding speed. So, what is customer onboarding speed?

Benchmark 76

Benchmark Metrics Education Accountability 76

Totango

JANUARY 2, 2024

—Mariana Lynch, ACA Group Claire also discussed how her team is focused on customizing their customers’ onboarding journeys to provide merchants with a consistent experience appropriate to their tier and improve the percentage of merchants going live with their product.

Automotive 99

Automotive Journey mapping Self service Sales 99

Totango

AUGUST 23, 2022

Post-sales interactions, starting with the customer’s onboarding experience and continuing throughout their relationship with your brand. Guiding customers through onboarding. Onboarding. Onboarding. At the end of the onboarding stage, the customer is ready to begin making practical use of their product.

B2B 115

B2B Journey mapping SaaS Engineering 115

ClientSuccess

AUGUST 31, 2020

Now, the day is finally here – your team is finally implementing your new customer success platform. Making the decision to invest in a customer success platform shows that your organization is 100% dedicated to the long-term success and growth of your customer base. . Are you thinking about a new customer success platform?

SaaS 105

SaaS Accountability Metrics Sales 105

Totango

AUGUST 5, 2022

A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. What Is a Client Onboarding Questionnaire? A client onboarding questionnaire is a list of discovery questions administered to a new client to help you better serve their needs.

B2B 83

B2B SaaS Journey mapping Sales 83

COPC

NOVEMBER 15, 2023

The second article, “ Onboarding Best Practices: Reducing Attrition in the First 90 Days ” will offer insight and best practices for engaging and retaining new hires. In Figure 2, the organization hired 1,153 agents, and only 967 showed up for onboarding on day one. It helps new hires feel like they are part of the company.

Call Center 95

Call Center Employee engagement Best practices Contact Center 95

AWS Machine Learning

FEBRUARY 13, 2024

BigBasket was running this on a third-party platform, which incurred significant costs. days in AWS vs. 9 days on their legacy platform). Accelerating new product onboarding by using SageMaker distributed training reduces SKU onboarding time and cost.

Engineering 100

Engineering Gamification Scripts Big data 100

ChurnZero

DECEMBER 7, 2023

Each winning team has achieved remarkable results in one of five categories—onboarding, adoption, renewals and expansion, advocacy, and innovation—using smart, digital-first strategies powered by their ChurnZero customer success software. Onboarding Hero: Smokeball Guiding customers to success at scale with smart, digital playbooks.

Accountability 52

Accountability Upselling Sales Marketing 52

ChurnZero

SEPTEMBER 8, 2022

Training is integral to the Customer Success practice, as the TSIA quick poll, “ The Customer Success and Education Services Handshake ” found: Nearly 74% of respondents said that Customer Success introduces training during the customer onboarding process as a common practice. Accelerate customer onboarding.

Education 98

Education Benchmark Customer retention Metrics 98

Inbenta

APRIL 10, 2024

DALLAS, TX – March 26, 2024 – Inbenta, a complete customer experience platform powered by AI, today unveiled three enhancements to its award-winning Digital Instructor product (formerly Horizn Digital Demos). The enhancements are aimed at making Inbenta’s interactive how-to tutorials more engaging and easier to share.

SaaS 52

SaaS Education Contact Center Customer Support 52

Totango

MAY 5, 2021

This helps create a customer-centric culture within your company that prioritizes positive interactions and high customer satisfaction throughout the journey from onboarding to renewal. Generally deployed after onboarding, CES measures how much effort a customer had to exert before finding a solution to a problem or access to a service.

Customer Experience 118

Customer Experience Education Customer centricity Metrics 118

Totango

MARCH 19, 2021

The traditional approach fails to see things from the perspective of the customer, instead, it takes a company-centric approach, splitting these into multiple journies each handled by a different department; marketing, sales, onboarding, retention. Keep in mind that onboarding can also begin in the presales process.

Best practices 124

Best practices Customer retention Upselling SaaS 124

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.

Metrics 76

Metrics Sales Customer Service 76

Totango

JULY 31, 2020

Onboarding sets the stage for customer retention by beginning a positive long-term relationship between you and your customer. For SaaS companies especially, the speed and ease with which your customers can progress through new user onboarding will act as the first indicators of how smooth their use of your product will be going forward.

SaaS 127

SaaS Healthcare Customer retention Enterprise 127

Totango

DECEMBER 20, 2023

The onboarding experience was in-depth and thorough. Customizability and flexibility : Totango stands out for its customizable nature and flexibility, allowing users to adapt the platform to their specific needs and business models. I felt fully supported by the Totango implementation, data, and support teams.

Enterprise 108

Enterprise Customer centricity Benchmark Upselling 108

COPC

JANUARY 15, 2024

This second installment of the series will offer insights into onboarding best practices for new employees.  But before they become proficient and fully productive, there are activities to onboard, train, nest, and become operational, usually happening within their first 90 days.  

Best practices 78

Best practices Employee engagement Coaching Feedback 78

AWS Machine Learning

DECEMBER 1, 2023

As organizations scale the adoption of machine learning (ML), they are looking for efficient and reliable ways to deploy new infrastructure and onboard teams to ML environments. That’s why today we are excited to announce the new onboarding experience that makes it effortless for you to set up Amazon SageMaker domains for your organization.

Enterprise 94

Enterprise APIs Accountability Government 94

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. How to increase customer value during onboarding with Donna Weber. I recommend you interview customers. That’s something that I do.

Gamification 98

Gamification Accountability B2B Enterprise 98

ChurnZero

FEBRUARY 8, 2022

ChurnZero, a leading Customer Success software platform, today announced it has been named to G2’s 2022 Best Software Awards, placing #31 on the Project Management Products list and achieving the highest rating for Customer Success software. How ChurnZero helps SaaS companies onboard new customers. For more information, visit www.g2.com

Chief Customer Officer 98

Chief Customer Officer SaaS Marketing Management 98

Totango

JANUARY 3, 2024

Superior to other CS software, Totango enables unlimited scalability and unmatched time to value due to our composable platform architecture and schemaless data model. We’re proud to have dedicated 13 years to cultivating best practices and expertise in the customer success software category. Plus, industry experts agree.

Enterprise 111

Enterprise Best practices Analytics Metrics 111

Satrix Solutions

AUGUST 31, 2021

But not all companies fall short at onboarding new customers. No company sets out to provide a poor onboarding experience. So why then do companies struggle to get high remarks after the customer onboarding process is completed? How do you Measure Customer Onboarding Effectiveness?

Customer centricity 78

Customer centricity Surveys Sales Feedback 78

Totango

AUGUST 16, 2022

Finally, we’ll review five of today’s top customer retention platform tools and what they can do to help you maintain more clients. Customer retention software performs tasks that serve to promote subscription renewals and identify customers at risk of churn, such as: Ensuring successful onboarding. Onboarding.

Customer retention 98

Customer retention Upselling CRM SaaS 98

Totango

OCTOBER 11, 2021

Continuous Onboarding. One key to higher adoption is extending the onboarding process beyond the initial account set-up phase. Setting up a new customer’s account is rightly emphasized as a key part of the onboarding process and a foundation for further SaaS adoption. Let’s look at three of the biggest keys.

Education 95

Education SaaS Accountability Enterprise 95

TCN

AUGUST 9, 2023

From onboarding new agents to handling customer concerns, it’s no secret that contact centers have. The post Free Support From Your Platform Provider Should Be Non-negotiable appeared first on TCN.

Contact Center 52

Contact Center Customer Service 52

Balto

DECEMBER 20, 2023

New Feature Available Now From #1 Real-Time Guidance Platform St. Louis – Balto has added a new layer of visibility to the #1 real-time guidance platform for contact centers: Screen Recording. Training and onboarding by leveraging recordings of successful calls and effective performance.

Contact Center 52

Contact Center Coaching Enterprise Sales 52

Anexa BPO

NOVEMBER 28, 2023

How to Revamp Talent Development You can overcome common workforce challenges with the following talent development strategies: Adapt great onboarding experiences A thoughtful onboarding plan ensures new hires aren’t left in a sink-or-swim situation, struggling to succeed on their own.

Coaching 52

Coaching Enterprise Analytics Technology 52

CSM Magazine

MAY 19, 2023

As a peer-to-peer lending company, you want your platform to stand out from the rest, and one way to achieve this is by delivering exceptional customer service. There are numerous platforms to choose from, but some of the biggest names in the industry include LendingClub, Prosper, and Upstart. What is Peer-to-peer ending?

Customer Service 52

Customer Service Finance Banking Feedback 52

Totango

APRIL 25, 2022

Selecting the right customer success platform for your organization can be challenging. To help you navigate the process, we’ve developed a four-part blog series about the mistakes you should avoid when choosing a CS platform. Want to set up an onboarding campaign to welcome new customers and link them to helpful resources?

Best practices 86

Best practices Enterprise Accountability Marketing 86

Totango

JULY 11, 2023

We believe the flexibility and versatility of a composable CS platform is what sets Totango apart, making it easy for customers to get up and running quickly and providing them quick time-to-value. We’re grateful to all the Totango users for sharing their perspectives and support with the G2 community.

Journey mapping 82

Journey mapping Enterprise Accountability Feedback 82

Totango

JUNE 10, 2022

Totango is leading the shift to composable customer success by delivering the industry’s only modular customer success platform. Take, for example, Totango’s Manage Onboarding Projects SuccessBLOC. There are six key requirements for an effective composable customer success platform, including: .

Best practices 80

Best practices Enterprise Customer Experience Management 80

Totango

DECEMBER 28, 2021

The place to start communicating with customers is during the onboarding process. For example, you can set up your CS platform so that if a customer’s usage patterns indicate that a particular feature would be helpful to them, it will trigger an email with a relevant tutorial. Use Customer Escalation Data to Drive Your Product Roadmap.

Best practices 95

Best practices Benchmark Education Surveys 95

TeamSupport

DECEMBER 8, 2023

Integration Capabilities Efficient customer support often relies on seamless integration with other tools and platforms your team uses daily, such as Jira and Salesforce. Look for software that easily integrates with your CRM system, marketing tools, analytics platforms, and any other relevant applications.

Customer Support 105

Customer Support Analytics Upselling Customer centricity 105