Customer onboarding starts at when an order is placed. And when done correctly, customer onboarding leads to high retention and cross-sell rates. But,
In this article, we shine a light on all these things to give you a clear picture.
Customer onboarding is a process that helps new users and customers comfortable and understand your product. So, if you want to onboard a customer effectively, be sure to give your customers proper guidance, step-by-step tutorials, etc. As mentioned, customer onboarding increases your retention rates.
It is important for the following reasons:
Today, companies are using Digital Adoption Platforms (DAP) like Ziplyne to optimize the onboarding process.
Project management is a process that involves planning and using a company’s resources to complete an event, task, or duty. Project management is generally comprised of the following stages:
As you know by now, onboarding is vital for a stable and ever-increasing source of revenue. Besides high revenue, it allows you to build trust with your customers over your company’s lifecycle. However, if you want to do this consistently, you will need to incorporate project management into your onboarding process. Here’s why:
Doing so will help you find out if you are charging adequately. With an optimized onboarding process, you will also be able to increase your customer retention.
As mentioned above, how well you onboard your customers will determine your chances of retaining them in the long run. But, how can you best onboard them? Here are a few things you can do:
Your customers or visitors might know the gist of your product(s). However, most of them probably do not know all the features of your products, the best ways to use them, what they should avoid, and much more. In other words, you ought to give them a complete overview of your product. Consider shooting a video or series of videos to give them a product tour. Concise blog pieces can be just as effective.
This tip is critical. In the age of content and instant information, people do not have the time to sift through multiple pages and links to look for what they want. If you want to up your chances of onboarding them, take customer feedback seriously and make sure your content solves their problems.
While getting your customers to buy a product or two is a good goal to have, your business will almost completely depend on retaining your customers. This is why it is vital to follow up with your customers. When your customers make a purchase, send them a short note of appreciation. You can also send them follow-up emails to help them use your product or service. Finally, follow up and get your customers to sign up for a referral program.
And there you have it. This is how you treat your customer onboarding process as project management and optimize it. Today, many companies use DAPs like Ziplyne to simplify the process of onboarding.
In fact, according to Gartner, "By 2025, 70% of organizations will use digital adoption solutions across the entire technology stack to overcome still insufficient application user experiences."