Onboard - Digital Adoption Platform Software
Onboard
*Customer Onboarding Software for B2B SaaS. Automated checklists, project management and client visibility to onboard clients faster
Bring together everything your team needs to communicate, collaborate, and coordinate customer onboarding, from start to finish
We love using Onboard As soon as we set it up, we realized the value of getting organized, automating our processes and managing our onboarding specialists
Onboard io clearly outlines all tasks needed to properly onboard a client The easy-to-use interface is visually appealing and allows users to quickly identify tasks that prevent clients from completing the onboarding process
Onboard allows our team to provide a consistent onboarding experience and provides an amazing customer experience that translates to higher growth potential With Onboard we are able to have easy and quick visibility into all our implementations which is helpful for resource planning purposes
Each one of our partners goes through a rigorous implementation process that includes a significant number of steps, requires consistent communication, and has us exchanging many documents with partners Onboard has helped us manage all of this with an easy-to-use platform that our partners have given us positive reviews on The ability to engage internal teams and customers is huge for us I love the team at Onboard! They're always willing to listen and also talk through scenarios to determine best path They also understand the challenges onboarding teams face as they too have been in our shoes
You can really customize your customer's journey No matter how many variables there may be between your customers, you can quickly have a whole onboarding flow built out that is tailored to each customers needs based on the factors that you decide!
The Definitive Guide to Customer Onboarding
