Intercom, Inc.

JUNE 9, 2021

That used to mean welcoming them to the company in person but, like everyone, we’ve had to adapt to a new way of onboarding over the past year. The COVID-19 pandemic has completely disrupted the way we work and forced us to reinvent how we onboard new colleagues. Our remote onboarding program has come a long way since then.

Onboarding 253

Onboarding Sales Hiring Scale Systems Review 253

User Pilot

FEBRUARY 29, 2024

Try Userpilot and Take Your Onboarding Experience to the Next Level Get a Demo 14 Day Trial No Credit Card Required 1. The Zeigarnik effect, a psychological phenomenon, plays a pivotal role in enhancing UX through progress bars during onboarding.

Onboarding 105

Onboarding Systems Review User Experience Engagement 105

User Pilot

MARCH 23, 2023

Contextual onboarding is the best way to keep users engaged with your product. But what are some contextual onboarding examples that could inspire you to implement it? So if you want to learn how to apply contextual onboarding tactics to grow your business, keep reading.

Onboarding 92

Onboarding Engagement Retention Software 92

User Pilot

MARCH 31, 2023

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.

Onboarding 95

Onboarding Metrics Retention Scale 95

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 98

Onboarding VP of Engineering SaaS Consulting 98

User Pilot

JANUARY 31, 2023

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.

Onboarding 98

Onboarding Underperforming Technical Team Software Review Technical Review 98

BetterCloud

MARCH 27, 2024

This shift begins with the automated onboarding of new employees, giving them the tools they need to be productive on their first day. It extends to streamlined account provisioning, best facilitated by seamless integrations with HR systems , which not only enhances the onboarding experience , but also boosts overall employee productivity.

Technical Review 52

Technical Review Outsourcing Services Onboarding Systems Review 52

User Pilot

MAY 3, 2023

Is Pendo onboarding functionality any good? We look at the onboarding features Pendo offers, how to use them, and their pros and cons. TL;DR Pendo onboarding is a set of features you can use to help your users experience product value and become competent users. Book the demo! What is Pendo Onboarding? What is it?

Software Review 98

Software Review Onboarding Pricing Engagement 98

User Pilot

AUGUST 10, 2023

What are some user onboarding best practices? What’s user onboarding in the first place? User onboarding best practices for SaaS – Yaakov Carno. TL;DR User onboarding is the process of introducing users to a new product. Onboarding starts before users sign up for the product. What is user onboarding?

Onboarding 93

Onboarding SaaS User Experience Scale 93

User Pilot

JANUARY 8, 2024

Adopting user onboarding best practices for your brand is a failproof way to leave a great first impression. A strong onboarding process is like helping people navigate a new terrain without struggling to find their way. TL;DR User onboarding is a process that shows users how they can derive value from your product.

Onboarding 52

Onboarding SaaS Branding Customer Lifetime Value 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

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

MARCH 16, 2023

If you’re a product manager who doesn’t have a firm grasp over your customer onboarding cost, stop right there – you’re putting your business in danger. In this article, we’re going to explore the ‘build vs buy’ argument, and break down what that means for creating a powerful onboarding experience.

Onboarding 98

Onboarding SaaS Engineering Pricing 98

User Pilot

JUNE 12, 2023

Any savvy product manager should have a rock-solid understanding of goal-oriented user onboarding. If you want to brush up on your knowledge of the onboarding process – and how you can keep users engaged and achieving their goals throughout – you’ve come to the right place! Book a demo to see it in action.

Onboarding 94

Onboarding SaaS Education Engagement 94

User Pilot

APRIL 28, 2023

User onboarding is no exception. The article explores how you can use AI user onboarding to drive your product success. TL;DR AI user onboarding uses Artificial Intelligence (AI) tools to introduce product functionality to users and drive product adoption. AI can be used at all stages of user onboarding. Book the demo!

Artificial Intelligence 96

Artificial Intelligence AI Onboarding Machine Learning 96

User Pilot

JUNE 15, 2021

UX or CS teams who are trying to improve their SaaS user onboarding experience often ask us: Which software companies have the best user onboarding experiences? When it comes to onboarding a new user, the experience must be obsessively aligned with providing that first moment of value. . Who can we turn to for some inspiration?

Onboarding 145

Onboarding SaaS User Experience Software 145

User Pilot

JUNE 9, 2023

Are you struggling with segmenting onboarding messages for your customers? So let’s check out some ways of segmenting onboarding messages to tailor product communication to individual needs. So let’s check out some ways of segmenting onboarding messages to tailor product communication to individual needs.

Onboarding 89

Onboarding SaaS User Experience Engagement 89

User Pilot

JULY 14, 2022

Getting user onboarding right is critically important for any SaaS: in this article, we’re going to explore the powerful concept of minimum viable onboarding. We’ll start by looking at what user onboarding is, then look at why minimal viable onboarding is valuable, and finally how to implement it in your product.

Onboarding 97

Onboarding User Experience Marketplace as a Service Social Media 97

User Pilot

FEBRUARY 7, 2023

Helping your users to experience value should be your primary objective as a SaaS owner or a product manager: creating an onboarding tutorial can be one of the most effective tools to help you get the job done. Get it right, and you’ll transform the user onboarding experience for your customers. What is user onboarding?

Onboarding 98

Onboarding SaaS Mobile Education 98

SaaStr

FEBRUARY 10, 2021

Your new client onboarding process could be that chance. When you deliver an exceptional experience during the onboarding process, you build trust that will last far beyond the initial project or implementation. If that initial onboarding experience isn’t good, it leaves a bad taste in everyone’s mouth. Of course you are!)

Onboarding 167

Onboarding Customer Success Sales Software 167

User Pilot

APRIL 28, 2022

Onboarding software is in high demand for SaaS product managers , and with good reason – the market is booming. Appcues and Pendo are both types of onboarding software, designed to help boost customer engagement. Appcues and Pendo are both types of onboarding software, designed to help boost customer engagement.

Onboarding 98

Onboarding Software Review SaaS Technical Review 98

User Pilot

JANUARY 26, 2023

Wondering how to run a successful SaaS onboarding process to make sure you are setting users up for success from the start? It’s a no-brainer that a solid onboarding workflow is crucial to the success of any product-led company. During onboarding, you have the opportunity to make a lasting impression on your customers.

Onboarding 98

Onboarding SaaS Customer Support Engagement 98

User Pilot

FEBRUARY 3, 2023

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Effective strategies for primary onboarding: Greet users with welcome messages.

Education 98

Education Onboarding Customer Success Engagement 98

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 98

Onboarding Customer Success Scale Strategy 98

User Pilot

APRIL 22, 2024

Teams of customer success are responsible for building playbooks , managing churn , streamlining onboarding, enhancing customer experiences, driving account expansion , and gathering feedback. Offering personalized demos to show the product’s value and encourage deeper engagement. Book a demo to give it a try.

Customer Success 78

Customer Success Retention Software Review Customer Lifetime Value 78

User Pilot

MARCH 31, 2022

There’s a simple way to boost product-led growth: giving users a fantastic first impression of your product by using onboarding tooltips. Then, it’s relatively simple to create an onboarding process that meets their needs and drives adoption. Get a demo and start creating tooltips without code. Ready to get started?

Onboarding 98

Onboarding Underperforming Technical Team SaaS Compensation 98

User Pilot

APRIL 29, 2022

Fancy hiring a customer onboarding specialist or simply want to know who they are and what they do? In this article, you will get everything you need to know about customer onboarding specialists. What user onboarding software do you need to buy to equip them? Who is a customer onboarding specialist? What do they do?

Onboarding 98

Onboarding Underperforming Technical Team Interviewing Benchmarks 98

Sales Hacker

AUGUST 14, 2019

Here, Shane closes out his product demo of Klue with Caitlin, his prospect at OpenGov. This is just our honest appraisal of a real sales demo from a real rep! He also made clear what he needed from his prospect, so he could get Caitlin into Klue and onboarded quickly. Need to catch up? Closing & Next Steps. Agenda Setting.

Pricing 48

Pricing Onboarding Sales Business 48

BetterCloud

AUGUST 25, 2022

But as we continued to write about the importance of automating your onboarding process, we started to wonder how a zero-touch IT mindset addresses some of the biggest challenges in employee retention. Zero-touch onboarding enables a positive (and rare) onboarding experience. But why does it matter so much? Let’s take a look.

Onboarding 52

Onboarding Retention Underperforming Technical Team Software Engineering 52

User Pilot

FEBRUARY 19, 2024

Tracking drop-off rates helps teams identify usability issues, improve conversion rates, enhance user experience, and optimize the onboarding process. A/B testing can help you optimize your onboarding flows and in-app messages for better conversion rates. Book the demo! Drop-off rate formula.

Onboarding 104

Onboarding User Experience Benchmarks Mobile 104

User Pilot

APRIL 21, 2024

If you’re confused about how to reduce support tickets, here are 15 proven strategies to help you out: Personalize your onboarding guidance so customers are better equipped from the start. If you’re looking to reduce support ticket volume and make life better for your customer support team, book a Userpilot Demo to see how we can help.

Strategy 100

Strategy Customer Support SaaS Technical Review 100

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

User Pilot

MARCH 29, 2024

Repair tips for bottom-of-the-funnel leaks: Use interactive onboarding to guide new users. Encourage activation with an onboarding checklist. Book a demo now to begin. Try Userpilot and Take Your Product Experience to the Next Level Get a Demo 14 Day Trial No Credit Card Required What is a conversion funnel leak?

Scale 105

Scale Sales Funnel Onboarding Retention 105

BetterCloud

MAY 3, 2022

To give IT a much-needed lifeline, it is more critical than ever to start automating the repetitive, error-prone IT tasks involved with HR processes such as onboarding new employees. In this article, we’ll deep dive into how to automate a great onboarding experience for new hires that also saves your IT team time and sanity.

Onboarding 52

Onboarding Cloud Software Review Finance 52