Learn More About Customer Onboarding Software:

Customer onboarding provides the customer support needed to start using your product or service. And the easiest way to streamline the onboarding process is via customer onboarding software.?

For instance, good customer onboarding software can help you provide clear visibility into the onboarding process and plan to your customers, centralize communication, automate grunt work, etc., improving your customer’s overall onboarding experience.

Key features for customer onboarding solutions

Intuitive user interface:

The first thing to look for in any piece of software (but especially customer onboarding software) is an intuitive interface. If a customer opens your platform and sees an impenetrable mess of buttons, it may take them longer to learn. They may get frustrated during the process. And that frustration can easily transfer to lost business. They likely chose your solution because it seemed like the right one for them. A dense and complex interface may have them second-guessing that decision.

Meanwhile, if your customer onboarding platform has a simple, easy-to-understand interface, it can make a positive first impression on the customer. They’ll intuitively understand how to use it. Their competency will grow over time. And their timeline for mastery will be much much shorter. That leads to a smoother, faster, and more enjoyable onboarding experience.

In-app tutorials and knowledge stores:

Educating customers on the service you provide is critical for sales. According to Salesforce, 70% of customers believe that understanding how a product works plays an important role in their decision to buy it. But the challenge of educating your customers doesn’t go away after you’ve closed the deal.

No matter how intuitive your customer onboarding solution is, customers will still have questions. Interactive tutorials in the application can trim learning curves without overwhelming customers. Tutorials can also point toward a knowledge repository that covers common questions. When your customers run into those issues, they can find the answer at their leisure. They’ll only need your input after they’ve exhausted these resources. That saves both parties time and energy.

Deep analytics and reporting:

In onboarding as in many things, data is your friend. An onboarding solution that collects information about how your customers use it can help you refine the process over time. For example, you may see that customers are spending more time than you expect with one part of the process.

Get Started with a Customer Onboarding Template:

And if you don’t know just where to begin with creating your onboarding checklist or flow chart, you can always use our good friend, the template. That’s right, templates don’t only have to be for your finished customer onboarding program, you can use them for the individual parts of your onboarding process as a whole.

So, let’s look at another example of where a template can be used.

One place where templates can be useful that often get overlooked is for emails to customers. Having a general customer onboarding email template can simplify the onboarding process and make it easier for you to ensure that every new customer is getting the same information (and all of the information they need) to begin their customer onboarding training.

As for your onboarding training content, templates can not only help to reduce the time you need to spend creating a training program but also improve the overall quality of your customer onboarding program. Whether you have previous experience creating e-learning content or not, a customer onboarding template can give you a base customer onboarding framework to go off of.