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.

Onboarding 83

Onboarding Technical Review Software Review B2B 83

Neil Patel

FEBRUARY 22, 2021

Now it’s time to start the client onboarding process and welcome the new client into the fold. After all, you already made the sale. Client onboarding is the first step to creating a long-term relationship with a new client. Get it wrong, and you risk losing a sale and leaving a bad impression. Not so fast.

Onboarding 130

Onboarding Retention Sales Hiring Systems Review 130

ChurnZero

JANUARY 10, 2022

SaaS customer onboarding makes or breaks your customer retention. Your onboarding process is a learn-or-churn, adopt-or-get-dropped situation. For this reason, unlocking the optimal SaaS customer onboarding experience is invaluable. Work Cross-Functionally During SaaS Customer Onboarding. Segment for Customer Onboarding.

Onboarding 98

Onboarding Sales Recruiting SaaS Technical Review 98

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

Totango

MAY 13, 2022

Onboarding is one of the first times your customer engages with your business. The right customer engagement software can optimize your onboarding process and help promote experiences that lead to customer renewal. In the onboarding stage, this can be particularly helpful for assisting customers through common onboarding issues.

Engagement 103

Engagement Onboarding Artificial Intelligence Social Media 103

SaaStr

FEBRUARY 8, 2022

Scaling a sales organization isn’t easy. Knowing which metrics matter and how to analyze them to increase your revenue and hit organizational sales goals is essential. . What makes a sales organization grow? What’s the best way to grow a sales organization? Enter your email below for the latest SaaStr updates.

Scale 232

Scale Sales Hiring Compensation Sales 232

User Pilot

JUNE 20, 2023

Looking to level up your user onboarding knowledge with onboarding books? An exceptional user onboarding experience can make all the difference for your SaaS company's growth. Onboarding books can offer you the knowledge and insights necessary to craft a remarkable onboarding process. But where do you begin?

Onboarding 88

Onboarding VP of Engineering SaaS Consulting 88

Totango

APRIL 4, 2024

If you asked your customer success (CS) and sales leaders this question, what do you think each of them would say? Revenue retention hinges on the collaborative efforts of CS and sales teams as they collectively shepherd customers throughout the lifecycle journey, from acquisition to retention and expansion.

Customer Success 89

Customer Success Retention Revenue Sales 89

Sixteen Ventures

AUGUST 18, 2020

. The phase of the customer lifecycle that gets the most attention is Customer Onboarding, yet ironically (or tragically), most people fail to understand what onboarding really is, and few do it well. . Here we go… Designing an Effective Customer Onboarding Process. Four Steps to Effective Customer Onboarding.

Onboarding 114

Onboarding Sales Hiring Compensation Consulting 114

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.

Onboarding 127

Onboarding SaaS Healthcare Systems Review 127

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. It depends on how technical your customers are.

Scale 98

Scale Onboarding Scaling Underperforming Technical Team 98

Totango

OCTOBER 23, 2020

Onboarding is defined as the actions your company takes after a customer signs up to use your product. A successful onboarding experience can lay the foundation for a loyal lifetime buyer, while a negative experience can push your new customer directly into the hands of a competitor. The Three Stages of Onboarding .

Onboarding 71

Onboarding Underperforming Technical Team Scale Systems Review 71

Totango

NOVEMBER 18, 2020

Onboarding is a vital part of this customer retention focus, however, an onboarding process that is too lengthy or complicated can sour customer relationships early on. Efficient Onboarding is Critical. Digitizing the onboarding process makes it repeatable, scalable, and easily accessible.

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Onboarding Scale Technical Review Systems Review 77

Intercom, Inc.

OCTOBER 3, 2019

On this week’s show, we catch up with email marketing strategist, Val Geisler, as she walks us through some practical emailing tips, her process for onboarding, and why she likens career progression to a spiral staircase. Think about onboarding like you’re hosting a dinner party. The dinner party approach to onboarding.

Onboarding 143

Onboarding Sales Hiring Churn Consulting 143

User Pilot

DECEMBER 10, 2023

Are you a product-led or sales-led kind of SaaS? Or perhaps you’ve managed to marry the two strategies and embraced product-led sales? Ben Williams talk on product-led sales. Ben Williams talk on product-led sales. In the sales-led model (SLG) , it’s the sales reps who nurture leads and close deals.

Scale 97

Scale Sales Software Review Retention 97

CustomerSuccessBox

DECEMBER 13, 2021

Customer onboarding is the equivalent of what we more commonly call entering a relationship. Onboarding is where you show the first value and it is all about momentum at the end of the day (science nerds will get it). How you start your Onboarding lays down the foundation of how your entire customer journey is gonna flow.

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Onboarding Interviewing Customer Success Communication 52

User Pilot

MAY 16, 2022

Product-led onboarding is something of a revolution in the SaaS industry. It’s not a ‘hack’ or a quick fix: it’s a mindset shift in how you approach your user onboarding process. As you’d expect, different SaaS companies adopt slightly different approaches around product-led onboarding.

Onboarding 93

Onboarding Customer Success Scale Strategy 93

Sixteen Ventures

APRIL 6, 2021

The phase of the customer lifecycle that gets the most attention is Customer Onboarding, yet ironically (or tragically), most people fail to understand what onboarding really is, and few do it well. Here we go… Designing an Effective Customer Onboarding Process. Four Steps to Effective Customer Onboarding.

Onboarding 71

Onboarding Sales Hiring Compensation Consulting 71

SaaStr

MARCH 30, 2024

We’re (for now) using Intercom for trigger-based onboarding and activation messaging, as well as customer communications and newsletters. We’re in the process of onboarding Vitally , specifically to help us better support bigger, managed customers. for our podcast. Slingshot has been amazing.

Marketing 208

Marketing ChatGPT Mobile Onboarding 208

SaaStr

APRIL 28, 2023

Typically, sales leaders are the primary focus of CRO Confidential, but increased demand for this concept of founder-led sales lands us in front of a new and powerful productivity startup called Roam. Roam also uses a contrarian top-down approach to onboarding, which you often don’t see in productivity.

Scale 200

Scale Sales Hiring Sales Business 200

SaaStr

MARCH 18, 2021

The COVID-19 pandemic brought seismic change to sales teams around the globe. The dependence on the in-person sales office sharply declined, and remote workforces took their place during the height of the crisis. Yet with encouraging news about the vaccine, SaaS leaders are looking beyond the pandemic to the future of sales.

Sales Hiring 140

Sales Hiring Sales Retention Customer Support 140

Totango

NOVEMBER 27, 2023

We know that sales and customer success (CS) teams must work together to drive revenue growth and expansion. Check out three highlights from the conversation, and listen to the full podcast to gain more insights and tips on how your teams can create a mutually beneficial relationship between CS and sales.

Revenue 71

Revenue Sales Customer Success Churn 71

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. Best Practices for a Strong Customer Onboarding Workflow .

Onboarding 72

Onboarding Scale Systems Review Software Review 72

SaaStr

NOVEMBER 21, 2023

Tip #2: Rapidly Scale Across The Globe With AI Onboarding and Training Imagine bringing a whole bunch of employees into your organization. So, how do you train and onboard new employees and make them productive? By having AI as the onboarding and training co-pilot. To seamlessly onboard and train for rapid growth.

AI 230

AI Scale Generative AI Sales Hiring 230

CustomerSuccessBox

MAY 25, 2022

While keeping your clients satisfied can feel like a challenge at times, churn is frequently caused by mistakes in the onboarding process. You’ll see higher retention and upsell with a good and well-planned onboarding strategy in place. Suggested Read : The Ultimate Guide to Customer Onboarding. Set realistic expectations.

Onboarding 52

Onboarding Underperforming Technical Team SaaS Social Media 52

Stax

MARCH 12, 2024

DSO, or Days Sales Outstanding, is a formula and KPI for small and medium-sized businesses to measure the average number of days it takes to collect payments from customers. TL;DR DSO is calculated by dividing Net Credit Sales by Accounts Receivable, then multiplying by the number of days in any given period.

Payment Features 88

Payment Features Payment Methods Payment Services Stax 88

OPEXEngine

JULY 14, 2020

SaaS customer onboarding is so critical—it’s really where the customer relationship is won or lost. How you onboard your customers is specific to your contract value, subscription length, product complexity, and target market. An on-boarding cadence is the steps (and duration between each step) you take to onboard a new customer.

Onboarding 52

Onboarding SaaS Customer Success Software Review 52

Sales Hacker

SEPTEMBER 24, 2022

Building a sales funnel that aligns with your business goals is essential. I’m the head of Product at Datanyze, specializing in sourcing up-to-date prospect contact info to keep your pipeline flowing and sales funnel fresh. What is a sales funnel? And then there’s the sales funnel. The 4 stages of a sales funnel.

Sales Funnel 118

Sales Funnel Outsourcing Services Underperforming Technical Team Social Media 118

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! Every customer success team during the onboarding, buzz around the term “Early value”, the question is how does it all start and even delivered?

Onboarding 52

Onboarding SaaS Payments Payment Methods Scale 52

Intercom, Inc.

DECEMBER 16, 2020

Your sales team is integral to your business’s success: not only do your salespeople bring in the big deals, but they also represent your company and culture to every new and potential prospect. So why is sales team culture still an afterthought for so many organizations? People all across the company are so proud of our sales team.

Sales Hiring 143

Sales Hiring Sales Recruiting Scale Sales 143

Intercom, Inc.

OCTOBER 26, 2021

Getting the team right is one of the hardest parts of scaling sales. But no sales team can afford to grow without intention. While building a sales team, we’ve focused a lot on our sales culture. Here’s how we went about growing a sales team that is both world class and culture-additive.

Scale 160

Scale Sales Hiring Sales Recruiting Sales 160

ChurnZero

MAY 22, 2020

Customer onboarding has a long-lasting impact with deep ties to a customer’s likelihood to churn. Whether through automated or manual monitoring, Customer Success must remain hypervigilant during onboarding to ensure customers stay the course. Focus on the initial wins made during the customer’s sales process.

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Onboarding Sales Hiring Churn Customer Success 98

Sales Hacker

MAY 27, 2021

That means thinking of the sales team as remote-at-heart, not remote-by-default. Running a sales team without face-to-face communication. Remember the sales floor when it existed in physical reality? You’ve heard it before: communication is 93% nonverbal. Remote onboarding and training.

Underperforming Technical Team 111

Underperforming Technical Team Sales Software Review Technical Review 111