IT World

MAY 24, 2022

Adobe is bringing broader integration of its document management, tracking and validation services into Microsoft’s product ecosystem, including tighter connections to Teams and the Purview information protection framework. To read this article in full, please click here

Management 93

Management Government Onboarding Technology 93

User Pilot

APRIL 26, 2023

Building awesome user onboarding experiences requires a great deal of effort when starting from scratch. So we’ve collected onboarding UX examples from other companies to inspire you! Here are 17 user onboarding examples to help you create great user onboarding flows. What is onboarding UX?

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Onboarding Customer Lifetime Value Social Media Education 98

User Pilot

APRIL 9, 2024

What are the best onboarding platforms available on the market in 2024? Are you looking for an onboarding solution for web or mobile apps? Do you need it to support customer or employee onboarding processes? Are you after specific features to support your onboarding tasks? This depends on your use case. Ready to dive in?

Onboarding 52

Onboarding Software Review Sales Hiring SaaS 52

User Pilot

JANUARY 16, 2024

How do you go about onboarding clients to drive your SaaS success? TL;DR Client onboarding is the process of introducing users to the product and teaching them how to use it successfully. A good client onboarding process reduces the time needed to experience product value. What is new client onboarding?

Onboarding 101

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User Pilot

APRIL 26, 2023

The best onboarding screens examples have one thing in common – they’re all great doors into the never-ending party that is user onboarding. TL;DR An onboarding screen is the initial screen users see when they launch an app for the first time. The onboarding flow is a series of tooltips, modals, screens, etc.

Onboarding 98

Onboarding Engagement Education Retention 98

User Pilot

JUNE 28, 2023

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.

Onboarding 97

Onboarding SaaS Payments Payment Services Payment Solutions 97

User Pilot

FEBRUARY 26, 2024

Looking for an effective onboarding automation tool and wondering if Userpilot is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Userpilot is the ideal choice for your onboarding automation needs. Let’s get started! Ready to see Userpilot in action?

Onboarding 52

Onboarding Software Review Pricing Systems Review 52

User Pilot

MAY 8, 2023

What are the main customer onboarding trends to watch out for in 2023? Userpilot’s State of SaaS Onboarding 2023 has just landed and we’re sharing the key insights. Primary onboarding flows should be short and focused on training customers in basic functionality. Should you follow customer onboarding trends?

Onboarding 97

Onboarding SaaS Payments Trends Payment Methods 97

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

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 96

Onboarding Engagement Retention Software 96

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

User Pilot

MAY 2, 2023

All the best onboarding experiences help new users learn about your product and set realistic user expectations for the rest of the customer journey. That said, optimizing the onboarding experience can be hard if you don’t have user onboarding examples to reference. What is a user onboarding experience?

Onboarding 96

Onboarding SaaS Software Review Engagement 96

User Pilot

FEBRUARY 25, 2024

Looking for an effective onboarding automation tool and wondering if GainsightPX is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether GainsightPX is the ideal choice for your onboarding automation needs. Let’s get started! There you have it.

Software Review 52

Software Review Onboarding Technical Review Systems Review 52

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 96

Onboarding SaaS User Experience Scale 96

User Pilot

JANUARY 18, 2024

Looking for an effective onboarding automation tool and wondering if Userlane is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Userlane is the ideal choice for your onboarding automation needs. Looking for a Better Alternative for Onboarding Automation?

Software Review 52

Software Review Onboarding Systems Review Technical Review 52

User Pilot

JANUARY 18, 2024

Looking for an effective onboarding automation tool and wondering if Userlane is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Userlane is the ideal choice for your onboarding automation needs. Looking for a Better Alternative for Onboarding Automation?

Software Review 52

Software Review Onboarding Systems Review Technical Review 52

Totango

AUGUST 18, 2022

A Customer Onboarding Checklist for Successful CS Teams. A lot goes into crafting the ideal onboarding process for SaaS products. One way to tackle these challenges is to utilize a customer onboarding checklist for your CS team that delineates all of the targets that need to be hit during this stage of the customer journey.

Onboarding 92

Onboarding Technical Review Software Review Scale 92

User Pilot

FEBRUARY 26, 2024

Looking for an effective onboarding automation tool and wondering if Lou Assist is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Lou Assist is the ideal choice for your onboarding automation needs. Let’s get started! Ready to see Userpilot in action?

Onboarding 52

Onboarding Software Review Pricing Systems Review 52

User Pilot

APRIL 23, 2023

What’s in-app onboarding? What are different onboarding types? How’s web mobile app onboarding different from web app onboarding? TL;DR In-app onboarding is the process of teaching users how to use an app to achieve their goals. In-app onboarding is necessary to let users experience value.

Onboarding 98

Onboarding Mobile Social Media User Experience 98

Neil Patel

FEBRUARY 22, 2021

Now it’s time to start the client onboarding process and welcome the new client into the fold. Client onboarding is the first step to creating a long-term relationship with a new client. If you want to retain customers, you need the right onboarding system. How Does a Smooth Onboarding System Help Retain Customers?

Onboarding 130

Onboarding Retention Sales Hiring Systems Review 130

User Pilot

JANUARY 18, 2024

Looking for an effective onboarding automation tool and wondering if HelpHero is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether HelpHero is the ideal choice for your onboarding automation needs. Looking for a Better Alternative for Onboarding Automation?

Software Review 52

Software Review Onboarding Technical Review Systems Review 52

User Pilot

JANUARY 18, 2024

Looking for an effective onboarding automation tool and wondering if HelpHero is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether HelpHero is the ideal choice for your onboarding automation needs. Looking for a Better Alternative for Onboarding Automation?

Software Review 52

Software Review Onboarding Technical Review Systems Review 52

User Pilot

APRIL 29, 2023

App onboarding best practices will boost your first impressions and show what your app can do for your users. That’s why you need to follow the best practices to design an engaging onboarding experience that retains users. In this article, we’ll share 10 of our onboarding best practices that will help cultivate loyalty.

Onboarding 98

Onboarding Retention Mobile Engagement 98

User Pilot

FEBRUARY 27, 2023

User onboarding is one thing that can make or break your product. So how do you make sure how you provide an excellent onboarding experience to your customers? That’s what we explore in this complete guide to user onboarding. That’s what we explore in this complete guide to user onboarding.

Onboarding 105

Onboarding Customer Lifetime Value Engagement Underperforming Technical Team 105

User Pilot

FEBRUARY 20, 2023

In SaaS, smooth user onboarding is essential to engage and activate users. But what are some good user onboarding examples that can explain this better? In this article, we’ll cover what user onboarding is, why it’s important for SaaS businesses, and how successful companies have implemented it. Just like Lemlist.

Onboarding 98

Onboarding Customer Lifetime Value User Experience Entertainment 98

User Pilot

FEBRUARY 6, 2024

SaaS onboarding is the first real touchpoint you will experience with your customers. This article will discuss what a good SaaS onboarding process is, the onboarding best practices to build an effective program, and onboarding examples from well-known companies to inspire you. Why is SaaS user onboarding important?

SaaS Payments 52

SaaS Payments Onboarding Payment Services Payment Methods 52

ChurnZero

NOVEMBER 9, 2021

6 Tips to Improve Customer Onboarding. The proper upkeep and continual improvement of a customer onboarding process are essential to maintain its value over time. When you’re ready to improve customer onboarding , then follow our six tips to enhance the most influential phase of your customer’s journey.

Onboarding 98

Onboarding Benchmarks Churn Consulting 98

User Pilot

APRIL 14, 2023

Having an effective SaaS onboarding strategy is essential to user success and, by extension, customer retention. If you don’t make your onboarding flow as streamlined as possible, you could struggle to retain customers in the long run. The product, sales, marketing, and CS teams all play a role in the onboarding concerto.

Onboarding 98

Onboarding Strategy Technical Review Software Review 98

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

Chart Mogul

FEBRUARY 11, 2020

Customer Onboarding' is an umbrella term that's often used to describe the entire process that users go through when they start their journey as a customer of your product or service. The onboarding experience can define the ongoing relationship your customer has with the product. This is where customer onboarding comes into play.

Onboarding 132

Onboarding SaaS Technical Review Churn 132

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

User Pilot

SEPTEMBER 22, 2023

Looking for an effective onboarding automation tool and wondering if Chameleon is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Chameleon is the ideal choice for your onboarding automation needs. Looking for A Better Alternative for onboarding automation?

Onboarding 52

Onboarding Software Review Technical Review Pricing 52

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

Chart Mogul

SEPTEMBER 25, 2017

Documentation, more often than not, is an afterthought for many SaaS businesses. Putting together a comprehensive library of documentation. Documentation is more often than not an afterthought for many businesses; a checkbox to be ticked once the core business functions are up and running smoothly. So let’s get started.

Underperforming Technical Team 68

Underperforming Technical Team Scale SaaS Technical Review 68

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.

Onboarding 52

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SaaStr

MARCH 30, 2024

We’re (for now) using Intercom for trigger-based onboarding and activation messaging, as well as customer communications and newsletters. The website is on (a beefed up instance of) WordPress , Circle is what’s powering our online community, we recently switched to Docusaurus to host our documentation, and use Transistor.fm

Marketing 189

Marketing ChatGPT Mobile Onboarding 189

User Pilot

DECEMBER 10, 2023

Looking for a good onboarding automation tool and wondering which one of Pendo, Appcues, and Product Fruits is the best option for your SaaS company? There are plenty of tools for onboarding automation on review sites, but they don’t make the choice any easier. Let’s compare them! Let’s dive in!

Onboarding 52

Onboarding Software Review Technical Review Mobile 52