According to HubSpot, happy customers are the top referral sources for companies. But turning a new client into a happy customer requires a successful customer onboarding strategy. If the experience ...

What Is Customer Onboarding In SaaS? Customer onboarding in SaaS means acquainting new users with products/services on offer. It is all about showing them the ropes, providing them the tools they need ...

A noticeable shift is underway as the CMO skill set is being called upon to deliver an experience that impresses customers and guides them as they start their journey. The Fast Company Executive Board ...

Prioritizing your onboarding process will help ensure customers begin successfully, obtain a clear understanding of how your service or product works, and build a relationship of trust with your ...

Striking a balance between customer experience (CX) and regulatory compliance often creates more friction for organizations regarding customer onboarding and maintaining existing relationships. As ...

Uniqode reports QR codes reduce friction for brands by simplifying customer onboarding, enhancing engagement during January's ...

In between the sale of a product or service and the start of account management lies the “hand-off” part of the customer journey. We call this period of time “customer onboarding,” a process in which ...

In an increasingly competitive and congested financial services industry, improving the customer onboarding experience is vital for those serious about growth. With it costing on average five times ...

Lately I’ve been busy hunting for the right people to join our growing team at When I Work. Chad Halvorson, our CEO, and I have been talking to a lot of candidates interested in the role (it’s still ...