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.

Read Also :

Content Rally

Content Rally wrapped around an online publication where you can publish your own intellectuals. It is a publishing platform designed to make great stories by content creators. This is your era, your place to be online. So come forward share your views, thoughts and ideas via Content Rally.

View all posts

Best Office Design Trends for 2018

As a startup or an SMB, you need to do all that is in your power to win an uphill battle against your much larger counterparts. Sometimes, this means producing a product of greater quality, performing a superior service, adding in a few extra features or just lowering your price. Still, what if all of this is not enough. Well, the only thing you have left is trying to boost the overall productivity of your team. One of the ways to pull this off is by providing your employees with an optimal work environment. Here are several office design trends that might be of huge help to you in a year to come. 1. Personalized office space According to one statistic, a happy employee is 12 percent more productive. Nonetheless, this raises another important topic of how can you make someone comfortable in an office. In order to reach this goal, you may need to start emulating a bit homelier atmosphere. Of course, even in the most traditional offices, you can see employees holding pictures of their loved ones on their desks or even displaying a personal memento from a vacation somewhere in the corner. So, why not take this one step further and add a wall picture or a pot plant? Furthermore, why not use your dining room fridge to display some personal achievements and accomplishments of people around the office? In no time, this can create an image of your brand being more than a company – you can turn it into a real family. 2. Sit stand desks In the past, a lot of companies flirted with the idea of introducing standing desks. This ergonomic trend can boost the productivity of your team, as well as make them overall healthier. By reducing the risk of obesity and, therefore, also type 2 diabetes, you are also doing your employees a huge favor. The greatest problem with this trend is in the fact that, to a lot of employers, this looks like too much outside-of-the-box solution. Luckily, in 2018, one of the hottest office design trends will revolve around height-adjustable sit-stand desks, which can allow you to experiment with this idea as much as you’d like. 3. A dynamic space Another great way of beating the mundane structure of the traditional office is by introducing the idea of a dynamic office space. The main trait this office has to possess is easily moveable furniture. Here, you need as many lightweight furniture pieces as you can get in order to be able to customize your workplace at the moment’s notice. Apart from this, you might also want to favor furniture with wheels and lazy bags. Finally, going with an open floor plan is a more than welcome idea, seeing as how it will give you even more freedom in any future customization you decide to undertake. 4. A clutter-free space Finally, while neatness was always an important trait of office design, in 2018 it will be taken one step further. Namely, in order to create a truly open office, you need to make sure it is both visually and physically accessible. In other words, you need to make an office that is easy to move through, without distracting other people. This, however, depends on two major factors, the amount of space you have and the number of items you need to cram in it. For those who are currently operating from a bit tighter office, yet hate the idea of discarding furniture pieces and appliances they might need in the future, there are other options. Looking for a company like Supereasy Storage that handles transportation, loading, and storage at the same time might be the best possible solution. While some of the above-listed trends may seem like something completely revolutionary, neither of them can be described as new. Nonetheless, while standing decks are an idea that dominates in certain circles, it is not as widely accepted as it could be. In the following year, by slightly altering this trend, it might yet come one step closer to reaching its full potential. Same goes for the other three trends, as well. By the time they become mainstream, every single one of your competitors might start copying these trends, so why not try to pioneer in some of these groundbreaking ideas yourself? Read More: Dealing With A Debt Relief Officer For A Better Assistance Making Your Office Safer For Workers Office Spaces – Which One Is Right For Your Business? 7 Ways To Stop Spending So Much On Printing In Your Business Five Reasons Why Freelancers Should Use A Coworking Space

Yacht Vat leasing tax in Malta

Malta gives owners of Yachts looking to purchase a new boat reasonable savings on VAT. Yachtregistrationmalta.net is recognized by the EU and the vessels will be free to navigate in the waters without restriction and are EU VAT PAID. This registry has extensively grown in the past and has listed prestigious yachts on the sail. Regarding guidelines by the VAT department of Malta, the leasing services supply is taxable basing on the extent of utilizing the yacht within the territory of EU waters. These guidelines establish a percentage of the lease based on the period that the yacht is in the territorial waters of the EU. The presumptions are tied to the length of the vessel and the propulsion means. The primary requirements are that the vessel needs to come to Malta at the commencement and end of the lease period when the option of purchasing is exercised. The agreement of lease needs to be completed between the lessor as the Maltese company and the foreign company or person as lessee. Before the approval of the of this agreement, the commissioner of VAT will have to confirm the applicable rate as per the EU territorial waters requirement and the acceptability of the value of the yacht. For this reason, the craft’s valuation certificate is submitted alongside its application to the department of VAT for approval. The VAT and lease installment are payable monthly and the period will not be less than one year and not exceeding three years. It is recommended to choose twelve months. The lessor of the yacht will make profits from the lease agreement above and over the boat value. The purchase value when the lease agreement comes to an end will not be less than one percent of the value of the yacht and is subject to an eighteen percent standard rate. It is relevant to discuss the relevant tax benefits applicable under the Maltese government in relation to shipping firms that operate commercial yachts. According to yachtregistrationmalta.net, commercial yachts owned by shipping firms and registered in Malta pay annual tonnage tax in the place of income tax. This option is the most attractive one for clients that are contemplating chattering their yachts for commercial purposes. The initial VAT paid by the purchaser at the source will not be payable to the supplier of the yacht by the lessor. In this light, there are three probable scenarios that might apply and the result might be refundable or nil VAT on the purchase of the yacht. The scenarios are; you purchase it locally, you purchase it from a member state, or if it is imported in the European Union. Distinct criterions apply on all scenarios and all clients in Malta will get details on all requirements. The thing that would attract VAT payment is the supply services in the lease agreement. The taxable services are taxable according to the usage of the yacht in the EU territorial waters. Malta VAT is payable on a section of the lease payment made on the leasing company that owns the yacht. The portion is fully dependent on the type and length of the vessel. A yacht with a length that exceeds twenty-four meters will derive high benefits because only thirty percent of lease payments are subject to VAT in Malta. The department that handles VAT will issue certification for being accounted for by the leasing firm after paying the first VAT installment. The Malta VAT department issues a VAT paid certificate after the lease if the yacht is given to the lessee. The assumption is that the yacht will be utilized partly outside and within the EU water territory. The length of the yacht shows the percentage of its use outside EU waters. Read More: Citizenship By Investment Program At CSB Group

6 Ways TDT Training Can Improve Employee Performance

Picture this: you're at work, juggling tasks left and right, feeling like there aren't enough hours in the day. And it's not just you; your whole team seems a bit frazzled lately. But what if I told you there's a game-changer that could shake things up for the better? TDT Training can be the ticket to not just getting your truck license in Victoria but also unlocking a whole new level of employee performance. Intrigued? To give you an idea, here are some ways TDT training can improve employee performance. 1. Sharper Focus, Better Attention to Detail So, when you're learning the ropes of truck driving, you're not just staring at the road ahead; you're soaking in every detail. From traffic signs to road hazards, it's all about staying sharp. And guess what? That laser focus doesn't just stay on the road. Employees who've gone through TDT Training bring that same level of attention to detail to the workplace. They catch the little things others might miss, leading to smoother operations and fewer slip-ups. That’s why you and your employees can acquire your truck license in Victoria with TDT Training for safer experiences. 2. Mastering Problem-Solving Ever been stuck in traffic with no clear route ahead? That's where problem-solving skills kick in. Truck drivers are pros at thinking on their feet, finding detours, and getting back on track. And that knack for problem-solving doesn't vanish once they're out of the driver's seat. In the workplace, TDT-trained employees are like problem-solving ninjas. Whether it's troubleshooting tech glitches or resolving conflicts, they tackle challenges head-on, no sweat. 3. Time Management Wizardry Let's talk about time. In TDT Training, time management isn't just a buzzword; it's a way of life. Drivers learn to squeeze every ounce of productivity out of their day, from planning routes to hitting delivery deadlines. And when do they bring those time management skills to the office? Boom – projects get done faster, meetings start on time, and deadlines? Consider them crushed. 4. Teamwork Makes the Dream Work Picture this: a convoy of trucks cruising down the highway, each driver seamlessly coordinating with the others. That's teamwork in action. TDT Training instills a deep appreciation for teamwork, teaching drivers to communicate effectively and watch each other's backs. And when they transition to the workplace? They're like the glue that holds teams together, fostering collaboration and camaraderie wherever they go. 5. Rolling with the Punches Life on the road isn't always smooth sailing. From unexpected detours to surprise weather changes, truck drivers are pros at rolling with the punches. And that resilience? It's like their secret weapon in the workplace. TDT-trained employees don't just crumble when faced with challenges; they thrive. They adapt, they innovate, and they come out on top, inspiring others with their can-do attitude. 6. Safety First, Always Let's talk about safety – because when you're behind the wheel of a big rig, safety isn't just important; it's non-negotiable. TDT Training drills safety protocols into drivers until they're practically second nature. And when they transition to the office? Safety becomes a top priority there too. Whether it's double-checking equipment or spotting potential hazards, TDT-trained employees are like safety superheroes, keeping everyone protected and sound. What Are The Functions Of TDT Training? There are several functions of TDT training. You must be well aware of the facts while reaching your goals with complete ease. Some of the core factors that you must be well aware off are as follows:- 1. Personalized Learning Path Summarization Imagine a system that analyzes past performances of any kind of data. This involves current roles and requirements it must include the manager's feedback. You should be well aware of the scenarios that can bother you in the long run. TDT systems will help you identify the knowledge gaps of the employees, and they can boost their performance. Thus, you must be well aware of it while reaching your requirements with complete ease. On the basis of these findings, organizations can start the process of personalized training. Try to follow the process, but do not ignore it. Keep the process in perfect order while reaching your goals. 2. Developing Content Curation For Training Programs Large organizations comprise a vast library of training materials depending on various topics. TDT can be used to make the analysis of these materials. You can develop the most relevant content-specific training programs. Thus, it can boost the scope of your branding process to a greater extent. Ensure that you know the complete process while reaching your goals with ease. Additionally, avoid making things too complex for you. 3. Knowledge Management & Skill Tracking Within a particular organization, there is a ton of knowledge available among the employees. They do not know how and where to use it. TDT training programs will offer you the chance to grow your career on the correct end. Along with this, they can help you improve your brand value. It helps to build a connection with the employees with specific knowledge. You should not make your selection and choices on the incorrect end. Keep the process on the perfect track. Otherwise, things can become difficult for you in the long run. 4. Identifying Skill Trends & Needs Analyzing the large corpus of user-defined content, it can help your business to identify which skill sets can help you advance in the future. Avoid making your choices on the incorrect end. This can inform future training programs and talent development initiatives, ensuring employees have skills needed to stay ahead of curve. Final Take Away Hence, these are some of the core skill sets that you must be well aware of while reaching your goals with complete ease. Keep the process in proper order while you want to attain your needs with ease. You can share your views and comments with our comment box. These can assist you in reaching your goals with ease. Without knowing the facts, things can turn worse for you in the long run. TDT training itself isn't directly used for employee performance improvement. The technology behind it can be adapted to create data-driven, personalized learning and development programs that can ultimately lead to a more skilled and knowledgeable workforce. Additional Reading: 4 Tips To Maintain Your Fleet Deep Dive Into Project Management With Informative Podcasts The ROI Of Proactive Pest Control For Property Management

7 Tools Your Business Can Utilize to Simplify the Customer Onboarding