7 Tools Your Business Can Utilize to Simplify the Customer Onboarding

Published on: 20 July 2018 Last Updated on: 10 September 2024

In the current customer-centric business environment, a poor Customer Onboarding experience can easily kill growth prospects and jeopardize the survival of a business. Customer Onboarding helps define the early relationship between clients and businesses.

B2B SaaS enterprises can use Customer Onboarding strategies to gain a competitive market advantage and promote customer service and retention. According to Smartsheet, an effective Customer Onboarding plan requires a proper understanding of customer needs, support analytics, and a statement identifying causes of customer defection or discontent.

Support analytics give business proprietors an intuitive understanding of the customer persona, among other valuable insights. While serving customers, enterprises also need to avoid information overload and underestimating the power of providing basic customer service.

The services should be provided without overpromising something that a business cannot deliver; avoiding the use of complex pricing structures and delaying responses to customer queries. Customer Onboarding is a journey that takes a lot of resources and effort to perfect. According to the Entrepreneur, SaaS-based entities can simply the Customer Onboarding process using the following strategies:

Use personalized welcome greetings and messages – personal attention can make or break the Customer Onboarding campaign. You can start your offline engagement with a greeting or personalized welcome if you are working online. The other strategies include calling the name of the customer or company when communicating and issuing bonus materials like eBooks.

7 Tools Your Business Can Utilize to Simplify the Customer Onboarding:

1. Product demonstration:

If your customers know your product, but do not know how to use it. You need to step up and give a demonstration. This can be done using a short video program that demonstrates how the product works. Alternatively, you can provide a features guide to enlighten your customers.

2. Define your milestones:

You can benchmark the progress the business is making by setting the goals you want your customers to achieve. You must ensure your team fully understands the customer’s objectives and how the service is helping them achieve their goals. You can start by creating a progression checklist highlighting the goals.

3. Submit useful content:

Besides the SaaS product, your content is a very crucial component in the Customer Onboarding equation. The content can help you add value to your product and transform you into a trusted advisor. Remember, good content is one that is realistic, objective, and helps solve customer concerns.

4. Offer assistance:

Customer assistance is best exhibited through customer service. Being an integral component of a business, good customer service can help a business grow its client base, breed satisfaction, and strengthen relationships. The service can be offered using phone, email, and live chat service.

5. Showcase successful examples:

Everybody wants to be associated with success; the same applies to customers. If you are selling a product or service, it is highly advisable to attach success stories to show customers that your product is actually working. The strategy can also go a long way to inspire customers to try your product and positively amplify your brand.

6. Ensure frequent follow-up:

Regular follow-ups are crucial in any marketing campaign because they can help a business retain customers, grow revenue and speak more personally to the customers. Away from the initial pomp and optimism that often characterize the Customer Onboarding process, the latter stages of selling also need to be strengthened to steady the ship all through the process.

7. Looking for Best SaaS Customer Onboarding Experience; Try User IQ’s Platform!

The highly transformative User IQ’s Platform makes it easy to analyze user activity and guide the user to value. For enhanced user adoption, the platform offers boundless customer engagement.

Businesses looking to grow their reach in terms of smart marketing and revenue will be glad to know that the Customer Onboarding process is enhanced with access to in-app creators and personal segmented tutorials. The multifaceted User IQ’s Platform engages seamlessly with other popular platforms such as Salesforce, Gainsight, and Zendesk.

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How to Apply for and Get Employee Retention Credit (ERC)

The Employee Retention Credit (ERC) is a tax credit that was introduced as part of the CARES Act in 2020 to help small businesses retain their employees during the COVID-19 pandemic. For wages given to qualified employees between March 13, 2020, and December 31, 2021, employers who participate in the ERC are entitled to receive a refundable tax credit of up to $5,000 per worker. The credit has since been extended and expanded under subsequent legislation, making it an important resource for small businesses that have struggled with the economic impact of the pandemic. As a small business owner, you may be wondering if you are eligible for the ERC and how to go about claiming it. This guide will walk you through the eligibility requirements, calculation, and application process for the ERC. We'll also answer some common questions about credit and provide tips for maximizing your benefit. If you're a small business owner looking for ways to retain your employees and stay afloat during these challenging times, read on to learn how the ERC can help. Eligibility Requirements The eligibility requirements for the ERC are determined by the IRS and are based on several factors, including the size of the business, the impact of the pandemic on the business, and the number of wages paid to employees during the qualifying period. Employers who had a significant drop in gross receipts compared to the same quarter in 2019 were considered eligible for assistance under the CARES Act. This condition was determined by two factors: first, whether the employer had a whole or partial suspension of activities as a result of a government order linked to COVID-19, and second, whether the firm had had a considerable decrease in gross receipts. Subsequent legislation has expanded eligibility to include employers that experienced a decline in gross receipts of at least 20% in any quarter of 2020 or 2021 compared to the same quarter in 2019, among other criteria. It is important for small businesses to carefully review the eligibility requirements for the ERC to determine if they qualify for the credit. This will help ensure that they can maximize their benefits and receive the financial support they need to retain their employees and stay afloat during these challenging times. ERC Calculation The ERC is calculated as a percentage of qualified wages paid to employees during the eligible period. The credit rate is 50% of qualified wages for the first half of 2021 and 70% of qualified wages for the second half of 2021. The maximum amount of qualified wages that can be taken into account for each employee is $10,000 per quarter, which means the maximum credit per employee is $5,000 for the full year. The maximum amount of the ERC is $5,000 per employee for the full year. This means that if an eligible employer pays qualified wages of $10,000 to an employee during the eligible period, they can claim a credit of $5,000 for that employee. To claim the ERC, eligible employers can reduce their federal employment tax deposits or request an advance payment from the IRS. If the credit exceeds the employer's federal employment tax liability, they can request a refund for the excess amount. It's important to note that employers cannot claim the ERC and the same wages for other relief programs like the Paycheck Protection Program (PPP). How To Apply For The ERC? To apply for the ERC, eligible employers can claim the credit on their federal employment tax returns, including Form 941 or Form 943, for the eligible quarters. They can also request an advance payment of the credit by filing Form 7200 with the IRS. Eligible employers should consult with their tax advisor or accountant to determine the best method for applying for credit. Documentation Required To support their claim for the ERC, eligible employers must maintain documentation that shows the number of employees and the number of qualified wages paid to them during the eligible period. The documentation should also show the impact of the pandemic on the business, such as government orders or significant declines in gross receipts. Deadline To Apply The deadline to apply for the ERC is generally three years from the date the federal employment tax return is filed or two years from the date the tax is paid, whichever is later. Eligible employers should file their employment tax returns and claim the ERC as soon as possible to maximize their benefits. It is important for small businesses to understand the application process for the ERC, including the documentation required and the deadline to apply. 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John Gizowski, of La Grange, IL, Skilled Engineer and Leader,Talks About How to Boost Your Team’s Productivity

If you run or manage a business, you know that the road to success has many setbacks and roadblocks that will harm your progress. Since they play a vital role in your bottom line, your team's productivity is an essential factor that you can't afford to ignore. Team's Productivity can increase when you make your choices in the right direction. Learning to develop the leadership skills that will help you motivate and inspire your team is an investment that will offer breathtaking results. Your business will run at its best when you understand how to correctly manage those who work for you. Starting from leading and supervising engineers and other members in teams to expediently completing engineering projects at the correct time and under budget, John Gizowski of La Grange, IL possesses an astonishing track record for getting the job done. Below, Mr. Gizowski shares his advice on how you can take steps to combat that problem by learning to get the most from your team. Different Ways You Can Apply For Boosting Your Team's Productivity There are multiple ways you can increase your team's productivity in this article you will get the complete details of it at your end. Clear Communication: When you want to enhance your management skills and to inspire your team to put in their best effort, encouraging open and honest feedback is a good place from which to start. Your team needs to know that they can come to you when they have questions or run into problems. So, you must do your best to be understanding and to let them know that you want to help. Also, invite your team to come to you with any ideas that could improve your daily operations. Inability to communicate what you want your team to do will harm their productivity more than you might think. Assuming that others know what you are thinking is easy, but it can cause misunderstandings. When you speak with a member of your team, provide as many details as possible, but you can also ask your team questions to ensure that they are paying attention. This step might seem small at first, but it can work wonders when it comes to the performance of your team. Show Your Appreciation: Letting the people who work for you know that you care about them and appreciate their effort is the number 1 thing that will take your productivity to the next level. People want to feel important and as though what they do matters, and overlooking this fact can have negative results that will hurt your bottom line. Offering verbal praise will let your team know that you notice their contributions, but you can also provide them with incentives for going the extra mile. Once your team sees that you value them, they will be much more willing to work hard and to get each project done by the deadline. “The impact on your bottom line will amaze you, and you will know that you are moving in the right direction,” stated John Gizowski of La Grange. Conclusion: When the performance of your team is the difference between success and failure, building your leadership skills is a critical factor that you can't overlook. When you treat your team well and let them know that you care about them, they will not want to let you down. No matter the situation, they will strive to exceed your expectations at every turn, and you will be pleased with the outcome. Giving clear instructions and making people feel comfortable coming to you will help, but showing gratitude will complete the picture. Read Also: 6 Tips For Effective Crisis Management 7 Ways To Boost Employee Productivity And Create A Positive Culture How To Successfully Turn Around Struggling Companies Self-Employed Health Insurance: Best Types For Every Freelancer

Importance of Flexibility with Business Technology

The rapid advancement in technology has disrupted businesses in more ways than we can imagine. What was once executed by a team of professionals in a conventional context can now be accomplished by technology. Through this innovative technology, businesses have become more interconnected than ever before and employees have had to keep up to remain productive and valuable assets regardless of their location. This strategy has essentially made flexible work schedules a much more convenient option to tap into new markets and attract more customers. As a business owner, it’s imperative to consider intertwining business technology and flexibility to attain exceptional services. Enhance Unmatched Competitiveness: The most successful companies have consistently gone above and beyond to integrate new technology into their existing businesses. A flexible and tech-oriented company responds promptly to market changes by recognizing that change is inevitable and keeping up with emerging tastes and preferences has become essential in optimizing competitiveness. Remember, the notion that your company is too big is nothing short of an illusion that can spell adverse consequences down the road. As a business owner, you need to be quick in managing change and adopt technology tailored to your specific consumer needs to only earn substantial profits but also stay relevant within the industry. Optimal Efficiency: Visionary entrepreneurs have never shied from adopting new sales strategies even their current systems are working just fine. Continuously harnessing your craft as a business speaks volumes about your commitment to reinventing your operations to foster innovation and deliver better customer experience. By prioritizing on optimal efficiency, your business will be in pole position to cut down on operational costs and earn substantial profits in return. Harnessing Teambuilding Efforts: Technology has consistently proven to yield substantial benefits by harnessing teambuilding efforts. As a business owner, it’s in your best interest to incorporate technology and identify each employee’s strength and weakness. While two employees can never be the same in terms of reasoning, productivity and efficiency, managing change in this crucial juncture should be your utmost priority to nurture seasoned employees. An exceptional business owner understands the need to unite employees from various backgrounds with different skill sets to not only complement each other but also work as a synergetic team. Flexible Work Schedules: Flexible work schedules have progressively built up momentum to become a norm in upcoming businesses and startups. With millennials well versed with the highly evolving technology through applications, video calls and instant messaging, it makes total sense incorporating flexible work schedules to harness optimal productivity from each employee. Each team member is unique in their own way and location shouldn’t be misconstrued to be a barrier to efficient productivity. Rather than confining them in an office setting on a 9 to 5 schedule, consider introducing flexible schedules and monitor the substantial productivity yielded. Eliminate Communication Barriers: Achieving employee efficiency is a hallmark of shrewd planning and execution that many businesses have strived to achieve. This essentially means letting your employees exercise their creative freedom to communicate however and wherever they are without location or communication barriers. This doesn’t mean letting them get away with whatever they want. Far from it, it simply means introducing cloud-based platform through which your employees can access and upload work content wherever they are and still enjoy prime features such as screen sharing and video calls. Read Also: Information Technology And Business Success: The Things That Connect Them How Does Modern Technology Propel The Success Of Your Business?

7 Tools Your Business Can Utilize to Simplify the Customer Onboarding