Throughout this article, I will explain in more depth what onboarding is, what uk companies email list is for, how this process works and talk about how it works with a CRM. Continue reading to understand.
Summary
What is customer onboarding?
Customer onboarding and churn rate reduction
How the customer onboarding process works
Customer Onboarding for CRM
Identifying customer needs and kickoff meeting
CRM Settings
Integrations
Trainings
Onboarding customers on CV
Kick off meeting
Training
Go live
Project Management
What have you learned so far?
Do you already know CV CRM?
What is customer onboarding?
Customer onboarding: Two women in suits smiling at a person with their backs turned while one of them shakes their hand.
It is common to hear about the onboarding process for new employees in a company. It is during this process that the new employee will be integrated into the company, get to know each sector within it and how the internal organization works.
Customer onboarding has the same function, but with a focus on the use of the contracted product or service. Therefore, customer onboarding is a process in which a professional guides a new customer with the aim of making the customer use the product in the best possible way.
The onboarding process is usually led by a Customer Success or Implementation professional, who works with the client to understand the business objectives and help them achieve them.
The benefits of onboarding are many, including:
Better use of the product by the customer;
Churn rate reduction;
Improve customer relationships;
Customer feedback on the product and subsequent improvements;
Monitoring the deployment status.
Customer onboarding and churn rate reduction
Churn rate is the metric that indicates how many customers cancel a company's service. There are many reasons why a customer cancels a service, but perhaps the main one is the lack of return on the investment made.
Churn rates are extremely important, especially for SaaS companies, as they often offer subscription services or require customers to know about the service they have contracted in order to obtain results.
The customer onboarding process reduces churn rates as it increases contractors' knowledge about the service.
How the customer onboarding process works
One of the characteristics of the customer onboarding process is to use experience with other customers as constant learning.