Seamless Customer Onboarding for B2B SaaS
Reduce time to Onboarding and drive Product Adoption
Don’t leave Customer Onboarding to chance
Seeds of success are sown early. Studies have found that customers that survive and thrive in the first 30, 60 and 90 days, stick on for a very long time.
Customer Onboarding Journey
Take customers through a planned onboarding journey
Goals
Define customer onboarding goals at the account level to track true product adoption.
Milestone
Configure the product adoption journey and track your customers’ progress on the path to value.
Tasks
Create and manage tasks to achieve customer onboarding goals for each account.
Testimonials
What our customers have to say about CustomerSuccessBox
CustomerSuccessBox provides a 360-degree customer view and end-to-end customer success management. Without having to switch platforms, we now have instant insights on account health, product adoption, plus risk alerts and upsell triggers. The platform enables us to automate customer success at scale without losing the human touch.
Without CustomerSuccessBox, we were managing things through our CRM or spreadsheets and that was not dynamic. CustomerSuccessBox allowed us to see exactly what the customers are doing and how often they were logging in. On top of having the visibility, we could create alerts or automate playbooks to guide the customers.
We chose CustomerSuccessBox primarily because it covers all the use cases that we needed for our Customer Success. Customer success affects the expansion of our business and customer satisfaction.
Before CustomerSuccessBox, we had little awareness of which customer needed our help and who was happy. With CustomerSuccessBox’s custom account health and smart playbooks, we are no longer on the defensive. It helps our success managers take proactive actions to retain customers and reduce churn.
Customer Onboarding Framework for B2B SaaS
This guide will help you design a complete customer onboarding framework and help you reduce your onboarding time by up to 50%.
Customer onboarding = Value delivered
- Create a Step-by-Step Onboarding Process
- Deliver consistent onboarding experience
- Drive Product Adoption
- Measure Onboarding Success
