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 ...

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 ...

Onboarding can be a challenging time for your customer. They’re essentially in limbo, waiting to see value from your product so they can know they made the right decision to work with you. Before they ...

SAN MATEO, Calif., Jan. 27, 2025 /PRNewswire/ -- Rocketlane, the leading customer onboarding and PSA (professional services automation) platform, today announced the release of its annual State of ...

Word of mouth is the primary factor behind 20 to 50 percent of all purchasing decisions. That simple fact underscores the importance of customer onboarding. If done well, you’ll create loyal brand ...

Another way to improve the security of onboarding is to leverage biometrics, which serve to verify a user’s digital identity ...

Win-back strategies: Offboarding can include a retention moment. Depending on the exit reason, banks might offer tailored ...

Co-founder and president of OptinMonster. Expert software architect with a deep knowledge of building products for the mass market. Do you want to improve your retention rate and create memorable, ...

For a lot of companies, onboarding new customers isn’t a regular part of the conversation. Many just leave it to their salespeople, which means your sales team is likely either dumping your customers ...

On the 22 November 2022, the European Banking Authority (“EBA”) published its final Guidelines on the use of remote customer onboarding solutions for credit and financial institutions (the “Remote ...