How does your organization measure success for your onboarding, implementation, or installation? In this post I will share how we manage our onboarding program using Salesforce and TaskRay to give you some ideas on how to manage yours.
By now, you probably know that getting your company’s high-touch onboarding program working optimally has a direct impact on your bottom line and can pay off handsomely. But how do you know if your program is going well? And how can you scale it as you grow?
In order to truly help your customers use, know and love your product, you need to think strategically about your company’s onboarding program. There are three specific areas that you need to consider in order to build a successful high-touch onboarding experience that will scale as your business grows.
I’ve been working in “customer-success land for nearly 20 years now. My philosophy that drives the work I do is “treat others as you wish to be treated.” That’s my version of the idea of “delighting customers.”