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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6 Incredible Tips To Reach Your Small Business Customer

Customers are always searching for great deals, and when they find one, they often act quickly. That’s why it’s crucial to keep your small business top of mind through effective sales strategies and marketing campaigns that deliver results. The first step in building relationships with your customers is understanding how to reach them. This article will teach you six effective ways to reach potential customers. 1. Email Marketing Email marketing is one of the most effective and easy ways to reach out to your customers. It allows you to stay connected with your customers even after they leave your website. Your email marketing strategy should have a dedicated area in your plan to reach out to customers and audiences. Email marketing does not always have to be intrusive to your audience. A reason for different email marketing strategies is that each market segment has different needs, and that's why you need to tailor them accordingly. Your email marketing needs to be a key part of your overall marketing mix. It is one of the most effective ways to reach potential customers and understand their needs, get feedback and build relationships. Email marketing works because it allows you to provide value to your customers. When done right, it can be an effective customer acquisition channel that drives sales, leads, and relationships. 2. Follow-Up Calls You may be wondering what comes next at this point. It's time to take the momentum of your new offer, as well as your customer's overall attitude toward your business, and turn it into sustained growth. The small business space is changing, and marketing is playing an increasingly important role as companies figure out ways to reach and retain their customers. This can be a challenge for even large enterprises, so you must do something different from your competition. Consider setting up phone follow-up calls after your initial email campaign to nurture leads, or sending automated drip emails to current customers who haven't purchased in a while. In the end, you'll end up with loyal customers who can buy from you again and again. 3. Keep Your Website Updated Among all the marketing tools, your website is the most important one. Displaying your logo, tagline, and contact information on every page of your site means visitors can find you when they need you. Once your online business is established, it’s time to build a well-designed site that makes the customer feel comfortable. Create a business website that your customers can easily and quickly find. The average consumer today turns to Google for about 80% of the information, so it’s crucial that you take advantage of this opportunity by promoting your website and business online. You can hire a Digital Marketing Agency or an SEO expert to help promote your business. 4. 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Keeping their attention and maximizing their communication with you requires a balance of new and old tactics. From providing more value to your consumers to offering incentives focusing on their specific needs, the most successful small business owners know the power of getting the right customer at the right time. These are just a few tactics you can use to increase your sales and brand awareness. If you're looking to build trust with your potential customers, consider sending them a freebie. This will help you stand out from other businesses that send emails without any value added. 6. Offer a Discount or Coupon Code Consumers are constantly looking for value, discounts, and deals in today's market. The key to attracting new customers is offering something such as gift wrapping for the first three purchases or buying 2 get 1 for half price. Once they have committed to one of your products or services, track what your customers buy and which offers they redeem. In this way, you will be able to target them better in the future with marketing messages that may cement their loyalty. Another good way is to offer a discount or coupon code. For example, if you sell a product at $10, offer a discount of 10% off the price. Or, if you sell a service, offer a discount of 20%. If you’re looking to sell more and grow your business, be sure to offer them something in their favor. Whether it’s a new customer or an existing one, you can earn their trust by offering incentives that will keep them coming back. Conclusion It’s often been said that small businesses are much like fresh sports teams, usually they don’t get a lot of attention at first. After a big success, where do you think all the rewards go? Take these strategies as starter ideas and blend them with your own ideas. Some strategies work best than others, always do A/B testing and see which performs well for your business. Best of luck! Read Also: How U.S.-Based Appointment Reminders Can Help Customers Keep Track of Their Schedule4 Simple And Cheap Methods To Attract More CustomersTips for ensuring your company’s customers are content with its content

The Role of Communication in Employee Retainment

One of the biggest challenges of running an organization is maintaining your employee base or employee retainment. If a company has frequent turnover, it may struggle to maintain its momentum. Nothing derails a company’s bottom line like having to train new employees frequently, as experienced employees perform better, but only skilled managers can keep employees long-term. How do you prevent employee turnover? Engaged employees are more likely to have good relationships with customers, and they’re likely to work better with teams. A lived-in dynamic is something you can’t replace. To keep employees happy, you need to make them feel valued and keep them from slipping into a slump. Here are a few ways to boost employee engagement and retention. 5 Important Roles of Communication in Employee Retainment 1. Communicating Strategic Decision Making Do your employees feel invested in the day-to-day decision-making of the company? If they feel like they’re simply carrying out someone else’s plan, they won’t be motivated to do their best. One of the best things that a company can do is keep its employees in the loop, whether it’s about major game-changing decisions or minor policy shifts. Making your employees feel like insiders will make it easier for them to invest in the company’s success. However, this provides some logistical challenges, especially for companies with a large number of employees. One of the best ways is to have an integrated in-office communications system, such as a VOIP or Voice over Internet Protocol network. This replaces an outdated phone system with a digital phone system that can be used anywhere. And if you asked, is there a free VOIP service? There are even free VOIP software and application options for companies switching over for the first time. 2. Communicating Motivation A motivated employee is willing to go above and beyond for the company. While some employees are motivated solely by pay and benefits, it’s more common for people to be seeking some higher fulfillment in their job. Many employees who don’t feel motivated might quit and raise their employee turnover rate. Still, it’s more common for unmotivated employees to simply do the bare minimum and not give the company the kind of bold ideas you’re looking for. So how does a company keep its employees motivated? The first step is realizing what they bring to the company and encouraging it. If an employee is showing skills in a specific area, point it out and give them the opportunity to use and hone those skills. Let them play a role in determining the company’s direction in those areas. You’ll have employee retainment with more motivation to succeed and a team that benefits from their expertise. 3. Communicate Success Publicly It’s easy for employees to become disenchanted with a job if they feel like they’re giving their best and never getting anything back. Employees need to feel the higher-ups value them, and this can be as simple as a thank-you or acknowledgment from the boss once in a while. However, when it comes to bigger wins - such as the conclusion of a major project or the signing of a big contract - bosses who don’t celebrate appropriately take the risk of massive resignation. Remember how much it meant in elementary school when you completed a major project and the class had a pizza party? That instinct for a reward to close out a challenging period persists into adulthood, and the rewards don’t need to be elaborate. What matters most is that the employees realize you see their success, you appreciate it, and you want to encourage them to keep giving their best to the company. 4. Communicate Feedback No one looks forward to the annual performance review, but employees must know where they’re succeeding and where they could still use some work. What matters is how it’s delivered. Too many companies deliver either generic feedback or focus too heavily on the negative and risk their employees leaving the meeting demoralized. Proper feedback is usually delivered within specific contexts, focuses on job expectations and responsibilities, and comes with concrete suggestions and ideas for how the employee can boost their skills. This not only leaves the employee with a positive impression but gives them something to work towards as they enter the next phase of their employment. 5. Long-Term Success The employee retainment challenge is that you often don’t know there’s a problem until they leave. That’s why it’s important to be proactive. These four tips will help to create a happier and more motivated workplace. Read Also: Can an Employee Claim for a Personal Injury When Working From Home? 5 ways employee perks can dramatically enhance your personal life What Is Employee Leasing? Overview And Explained In 2021 Why In-Company Training Results in Better Employees

Why Your Business Should Care About Social Responsibility

You’ve got enough to worry about trying to make your business a success without having to worry about saving the world as well, right? Wrong. Research shows that incorporating socially responsible policies into your business model can help your business to thrive. From inspiring customer loyalty to attracting investment, social responsibility has huge business benefits. Plus, you can’t beat that warm, fuzzy feeling you get from doing your bit to help the world. In our modern digital society - where consumers have access to both company records and the fast-moving social media grapevine – social responsibility matters more than ever before. Not only do many consumers prefer to buy from ethical companies, they often insist on it. And this demand is going nowhere. Brands need to embrace social responsibility and put it at the heart of their business to have any chance of earning the kind of reputation today’s consumers want. Read on to find out exactly why your business should care about social responsibility. What are the benefits? Making social responsibility a key part of your corporate citizenship policy can have far-reaching effects for your business. Commit to better environmental practices and you’re likely to cut costs as you reduce your waste and save on energy bills. Devote time to helping a charity and you’ll create no end of positive press and PR opportunities. The list goes on and on. Other top benefits include: Better marketing and brand recognition More credibility and customer loyalty More satisfied employees (and that makes for increased productivity) Facilitation of innovation and development through collaboration Increased sales and a boost in profits More opportunities to secure external investment Easier regulatory relationships with local authorities and the law A great reputation and business longevity The chance to leave a meaningful legacy and inspire the next generation How can my business be more socially responsibility? When creating your corporate social responsibility policy, you need to start by identifying the values that are important to your business. Think about your purpose and what you believe in. You should also think about what means the most to your customers. Your policy should cover a range of issues from the environment to charitable donations and, crucially, include an implementation and reporting plan. You could have the best policy in the world but if you don’t carry it out, it’s meaningless. You’ll find loads of useful information on the GRI website. They empower businesses around the world to create socially responsible and sustainable business models. Key policy areas to consider include: Charitable giving Social responsibility often involves working to support a charity or worthy cause. Ideally, you should choose a cause that aligns well with your business and that your stakeholders and employees will be enthusiastic about. Take shoe brand, TOMS. Their One for One campaign helps provide shoes to people in need. For every pair of shoes purchased, they donate a pair – over 75 million at the last count. A great example of a charitable cause that has meaningful synergy with a brand. Collaborative brand partnerships Putting competition aside and partnering up with another brand to work collaboratively can have a huge impact. By sharing resources and expertise, partnered brands can achieve far more than they would alone. And all sides stand to gain when the collaboration has charitable aims. The pre-competitive partnership between luxury online retailer Yoox and fashion brand We Are Handsome is a prime example. Their Yoox Loves the Reef project sees them team up to produce and sell an exclusive line of swimwear and activewear to support the conservation work of the Great Barrier Reef Foundation. Carbon emissions In the face of climate change, more and more businesses are looking to play their part and reduce their carbon footprint. Brands like L’Oréal have even committed to going fully carbon neutral and the hope for the future is that other businesses will follow suit. Begin by identifying your carbon emissions and then look at ways of reducing them. This could include boosting the energy efficiency of your operations, reducing travel miles in your supply chain, investing in sustainable packaging, and offsetting unavoidable emissions. A wide range of brands from IKEA to Unilever are collaborating to fight climate change in the We Mean Business coalition. Human rights Socially responsible businesses should, at the very least, make sure that no part of their supply chain uses unethical labor practices, wherever that might be in the world. On top of that, the most socially conscious brands take active steps to improve the lives of their workers. Sourcing Fair Trade goods, investing in sustainable solutions for local communities, and treating workers fairly and with respect are of vital importance to consumers nowadays. And they’re willing to pay more to shop from a brand with great human rights credentials. M&S are one brand leading the way here, with a range of projects designed to ensure they have a positive impact on human rights and wellbeing. The M&S Global Community Programme aims to help one million people from their supply chain communities build livelihoods and conserve the environment over the next seven years. Read More : Influencer Marketing Tool To Move From Local To Global Market Top 4 Reasons To Outsource White Label PPC For Your Business How To Choose Best VOIP For Small Business 5 Marketing Tips To Help Grow Your Business On Instagram Investing In Machinery For A More Productive Business

7 Tools Your Business Can Utilize to Simplify the Customer Onboarding