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Onboarding Customers and Employees: Why a First Impression is Everything.

CloudCherry

And when it comes to Onboarding, a topic that- surprisingly- doesn’t receive a whole lot of attention, first impressions can make or break it for both Customers AND Employees. You’ll get in-depth info on all of the above, as well as some stellar tips on best practices for the continuing Onboarding process (spoiler: At the center of it?

B2C 195
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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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Freemium Onboarding: How to Convert Free Users into Paying Customers

Totango

Freemium onboarding forms a critical stage in users’ path to becoming paying customers. The email sequences you use to onboard freemium users can directly determine whether they upgrade to premium buyers or they become inactive users. What Is a Freemium Onboarding Email Sequence? Welcome Email. Quickstart Tutorial.

How To 115
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CSMs: Why Customer Onboarding Speed Matters

ClientSuccess

From juggling multiple customer accounts to keeping a myriad of plates spinning, CSMs rely heavily on metrics and data to ensure they are trending in the right direction. Understanding customer onboarding speed. So, what is customer onboarding speed? Schedule first onboarding/implementation kick-off call.

eBook 76
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Your CSM Customer Onboarding Checklist

ClientSuccess

Traditionally, the customer handoff process from sales to customer service for onboarding can be chaotic and more than a little confusing. Your team wants onboarding to go as smoothly as possible, no matter the customer in question. Gather your playbooks and processes for the onboarding kick-off.

Metrics 76
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How to Boost Slow Product Adoption After Onboarding Your Customer

Totango

Knowing how to boost product adoption after onboarding is critical for customer retention. Onboarding is a crucial time to provide the training and resources that customers need to make the most out of your product. These customers run a higher risk of becoming disengaged and churning. What Is Product Adoption?

How To 94
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7 Customer Onboarding Best Practices

Totango

Onboarding is defined as the actions your company takes after a customer signs up to use your product. These actions are crucial to customer success, as they will set the tone for your client-brand relationship moving forward. The Three Stages of Onboarding . Typically, onboarding breaks down into 3 common stages: 1.