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Onboarding Call vs Automated In-app Onboarding: When to Use Each?

User Pilot

Onboarding is vitally important for any SaaS owner or product manager. Taking users through your product or service using an onboarding call is a pretty standard part of the customer onboarding process. In this blog, we’ll explore the differences between the two methods – and when it makes sense to use both.

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5 Steps to Onboard Your SDR Team Successfully

Predictable Revenue

Learn how to set new sales development reps up for success with these five steps for an effective sales team and smoother SDR onboarding process. The post 5 Steps to Onboard Your SDR Team Successfully appeared first on Predictable Revenue.

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Should AEs Be Training and Onboarding SDRs?

Predictable Revenue

The post Should AEs Be Training and Onboarding SDRs? Learn the top five reasons why AEs should be included in the SDR training process, and how greater communication between these roles can help you close more deals. appeared first on Predictable Revenue.

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8 User Onboarding Case Studies to Learn From to Improve Your Onboarding Process

User Pilot

Sustaining user engagement throughout the entire onboarding process can feel like a task only large teams can achieve. Introducing core features, driving user activation, and maximizing retention rates after the user onboarding experience will all impact the user journey moving forward.

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20 Product Manager Blogs Worth Following in 2022

User Pilot

Do you follow any product manager blogs? In our article, we introduce 20 of our favorite product manager blogs that every product pro should follow, regardless of their experience. Product manager blogs offer practical advice and help you expand your product management knowledge. Our favorite product management blogs.

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New Client Onboarding Checklist Template To Nail Your Customer Onboarding Process

User Pilot

Winning new business is critical for any savvy product manager: a new client onboarding checklist template can help you systemize your path to a successful customer onboarding process. Used correctly, this sort of customer onboarding checklist can become an invaluable tool for any product manager.

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What User Onboarding Metrics To Track and How To Use Onboarding Analytics To Optimize Them?

User Pilot

What user onboarding metrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. Tracking the metrics helps you improve your onboarding process and retain more customers.