One of our most requested features: Preview the customer portal as your customer! Now it's easy to preview onboarding projects in the customer portal exactly as your customers see them. Enjoy!
Scope
软件开发
San Jose，CA 346 位关注者
Modern B2B Customer Onboarding Platform - accelerate onboarding cycle, automate workflows, and boost customer engagement
关于我们
Scope reimagines customer onboarding for B2B companies by automating and streamlining workflows, reducing delays, boosting customer engagement, and improving project visibility. Scope offers two key modules: - Customer Facing Portal: an extremely simple interface for customers, guiding them through the next actions without overwhelming with a complex UI. - Powerful and flexible project management utilities that allow configuring and managing any type of onboarding project, from a simple to-do list to complex enterprise onboarding. With Scope implemented, companies achieve: - Faster onboarding cycle - Ability to scale without increasing headcount - Quicker customer response times - Reduced pre-live churn How it Works Automate workflows and reduce delays: - Dynamic project templates with roles, dynamic due dates, and dynamic texts for personalization - Scheduled emails - Customer notifications, reminders, and digests - Integration with CRM and Jira Boost customer engagement: - Simple Customer-Facing Portal: guides customers through necessary actions - Call to Actions - schedule meeting, action buttons, forms, approvals and file requests - Slack Connect, Actionable and personalizable emails Essential projects visibility: - Dashboard with detailed project status, team, and customer activity - Different views to see tasks across all projects Book a demo: https://cal.com/scope/demo
- 网站
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https://scope.cx
Scope的外部链接
- 所属行业
- 软件开发
- 规模
- 2-10 人
- 总部
- San Jose，CA
- 类型
- 私人持股
- 创立
- 2022
地点
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主要
获取路线
US，CA，San Jose，95123
Scope员工
动态
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This is exactly what Scope.cx does the best - helping B2B companies scale customer onboarding ??
Why Automated Customer Onboarding Matters for Growth? I'd like to share my thoughts on this. Customer onboarding plays a key role in finding and solidifying PMF. However, once PMF is achieved and a startup begins to scale, onboarding is often the first process to break. I've seen this pattern many times: a company finds PMF, raises funds, and expands its sales team. The old manual onboarding approach no longer scales. Company hire more customer success managers, try to standardize workflows, and improve efficiency - but relying on CRMs, spreadsheets, or other project management tools for manual onboarding just doesn't work efficiently in many cases. This is too manual. The process needs to be automated. At this stage, a dedicated customer onboarding system is a game-changer. You need it just as much as you need a CRM or a support platform. Automated onboarding workflows, especially with new AI capabilities, can now reach an entirely new level of efficiency - and these automations will only continue to improve.
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Day 2 of Scope’s Launch Week! ?? Today, we’re excited to introduce tons of improvements to HubSpot integration! Scope now enables you to: 1. Sync data bi-directionally between onboarding project fields and deal properties. 2. Generate PDFs of submitted forms and automatically attach them to HubSpot deals or companies. 3. Send customer-submitted files directly to HubSpot. 4. Update HubSpot properties when tasks are completed. 5. Close tasks in Scope when a HubSpot property is updated. 6. Use HubSpot Meetings just as seamlessly as Calendly. Check out more details on our product updates page: https://lnkd.in/gvR8gpcD Enjoy the improvements! ??
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?? Day 1 of Scope’s Launch Week! ?? Today we’re excited to introduce ?AI Out-of-Office Detection? Scope automatically detects out-of-office responses or mentions of unavailability across all communication channels - emails, Slack, and Scope chats. It accurately identifies the specific dates someone will be away, updates this information in real-time, and notifies your team - all hands-free and fully automated. Try it today in Scope!
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??Introducing AI-driven reminders to simplify customer communication! Scope AI automatically detects questions in conversations and marks tasks as "Waiting for Response" from either your team or the customer. It also enables you to configure customized reminder flows for both informational and question-based messages. Here’s how it can help you: ?? Send tailored email reminders on a specific schedule to notify recipients that a response is awaited. ?? Access a single view of all messages awaiting customer responses, along with the duration they have been pending. Сheck out our latest product update https://lnkd.in/gXYGrg6Q
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Scope is automating a lot of repeatable work during customer onboarding. Today, we are excited to introduce new features for automation! Book a demo to see how it works in action ?? https://scope.ws/ #CustomerSuccess #CustomerEngagement #SaaS
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Today, we are happy to introduce a new way of completing simple tasks for customers – Quick Actions. During onboarding, your customer often needs to do simple things like scheduling a meeting, uploading documents, reading instructions or watching video, approving requests, or asking for changes. Scope lets you create Quick Actions for these tasks, making it super easy for your customers to complete them. With each email notification and reminder baked specifically for each quick action, along with flexible configurations, Scope helps keep your customers more engaged and reduces delays.
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We have been working hard this summer to deliver tons of powerful features for efficient B2B customer onboarding. We released a lot of automations to simplify your work, increase team capacity, and reduce delays, a new UX to boost customer engagement, new integrations for seamlessly embedding into your tech stack, and many more. We are so happy to announce all of them, and each day this week I will introduce these new features and improvements. Let’s go! ?? Book a demo to see how it works in action ?? https://scope.ws/ #CustomerSuccess #CustomerEngagement #SaaS
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Today we are happy to announce our HubSpot integration. All your conversations and customer onboarding activity will stream into HubSpot and associate with deals, companies, and contacts. You will never lose your onboarding project data and always have it in HubSpot. With Scope, you will have: ?? Full onboarding project visibility inside your HubSpot; ?? Onboarding project activities and conversations inside HubSpot deals; ?? Synced companies and their contacts. This is very easy to set up - just a few clicks to connect your HubSpot account and select which onboarding project data you want to stream. Book a demo to see how it works in action and how it helps you manage your projects more efficient??? https://lnkd.in/gR3PWGKa
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Today, we are excited to announce new major feature: Scope Dashboards! ?? Companies that are moving fast and onboarding many customers simultaneously need clear visibility into their projects. They must know which projects are going live soon, what tasks their teams are currently working on, which tasks or projects are at risk or in the warning zone and other critical information across all projects. Now you can easily find all the information in one place. Book a demo to see how it works in action and how it helps you manage your projects more efficient ????https://lnkd.in/gR3PWGKa
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