3 Tips for Optimizing Customer Onboarding
The small details are what make the difference. And that phrase can truly be applied to customer onboarding. Is your company concerned about how the customer is received by the team after the sale is made? Onboarding is a very efficient strategy to strengthen customer relationships and initiate an enchantment process, right in the first contacts after the decision to close the deal.
Learn a little more about Custmer Sucess and some tools your company can use in the process.
What is customer onboarding?
How is your customer received after the decision that they will close a deal with your company? O Onboarding is well known in the HR area, where the first days of a new employee are meant to understand how things work in the company.
Bringing this concept to the customer's view, onboarding is nothing more than the company welcoming the customer and showing them how the different service processes and functionalities of the product/service that the customer just purchased work.
Here are some tips and tools to optimize your company's customer onboarding process.
Process automation at the closing of the deal
You don't want your client to think that your deal closing process is lengthy and inefficient, do you? You can easily delight your customer minutes after they decide to close a deal with you.
O Clicksign Automation is an electronic document signature platform that automates and organizes contracting processes, offering the automated drafting of contracts and digital signature of documents with legal validity. In this way, customer onboarding starts quickly, practically and demonstrating efficiency.
Less is more when it comes to tools
Care not to confuse or require a lot of time from the customer when integrating must always be present. There are several tools on the market and some of them have different focuses, such as:
- Focus on benefit: onboarding that explains the main benefits of your product or service;
- Functional focus: explains and trains the customer about the main tools of their product or service and how to make better use of them;
- and Focus on use: It's like taking the customer by the hand and following up with a step by step to teach them in a practical way how to perform actions and enjoy the product.
Finally, there are different focuses and, depending on the product, when it is very complex, it must be guided by more than one focus.
Define what the real purpose of onboarding is and partner with tools that truly meet your current needs. Remember that the purpose of onboarding is to help the customer and not confuse them or waste their time.
Customer onboarding tools
Do you want to read about some tools and do some tests to see if they meet your company's current need? Here are some tools that we recommend:
- Gainsight: it is very complete and is more focused on the enterprise market, among its differentials, the ability to customize the tool according to the needs of each operation can be highlighted.
- SenseData: a Brazilian tool that has features that serve several markets. In addition, a major differential is the support and onboarding in the Portuguese language.
- With WOW pass: the most complete tool when it comes to customer onboarding. This tool helps Customer Success teams to better understand the user's journey and the friction points it presents, and can create new processes to eliminate those frictions before they even happen.
Want to learn more about Customer Success? Then continue to access our blog and enjoy reading.
