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FinTech Onboarding: 13 Best Practices for Customer Success

User Pilot

With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. A seamless onboarding experience , thus, creates the right first impression, setting you up for success. Make the onboarding journey enjoyable by providing clear instructions and guidance.

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SaaS Customer Onboarding Dashboard: Definition & Examples

User Pilot

In SaaS, a customer onboarding dashboard can become a massive product analytics tool to understand and optimize the user journey. But what type of dashboards can you use to analyze your onboarding process? Let’s explore how a customer onboarding dashboard works and see different examples.

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17 SaaS Customer Success Best Practices to Improve Customer Retention

User Pilot

In SaaS, it’s advised to follow customer success best practices to ensure that users achieve their desired outcomes with your product and become loyal advocates for your brand. In this article, we’ll share 17 best practices that you can implement today to increase retention , revenue, and engagement. But what strategies work?

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Six Best Customer Engagement Platform Tools for Onboarding in 2022

Totango

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.

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Driving Software Adoption through Customer Success: 6 Ways to Improve Customer Engagement

Totango

Driving software adoption through customer success in the 2020s is a precision business. We recommend six best practices for using customer information to improve engagement with your software product and increase the likelihood of customer renewal : Establish Goals and Milestones. Build a Customer Community.

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Forget Support — Optimize for Full Funnel Customer Success

FastSpring

With years of experience at managing customer success (CS), Jake Dipple knows how important it is to foster collaboration between businesses and their customers. In this episode of Growth Stage, host and CMO of FastSpring David Vogelpohl interviews Jake about his thoughts on: What Customer Success is at a high level.

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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. They are typically led by your sales team or a customer success manager. What is onboarding?