Insights

The quality of data and information provided during the client onboarding process directly impacts the outcomes and success of the endeavor. We explore proven strategies to mitigate this risk for client onboarding teams. 
 

While a documented onboarding process is essential for establishing a foundation, its mere existence does not guarantee success. The real challenge lies in translating theory into practice and executing the onboarding process effectively.

ProteusEngage is thrilled to announce the release of Engage Version 6.58, introducing cutting-edge features with the innovative Checklist Builder and Checklist Experience engines.

This article provides a detailed walkthrough of the steps involved in auditing your B2B customer onboarding processes and engagement, emphasizing the importance of adaptability to meet evolving customer expectations.

Modern customers not only demand a better experience but also expect a seamless onboarding journey that sets the stage for a fruitful collaboration. This article explores the key areas of improvement in modern customer onboarding.

B2B client onboarding success is not a single event, but a journey. In this article, we will deep dive on why the first 120 days are pivotal and the five key components that define success during this period.

As deals grow more complex, involving multiple stakeholders and intricate requirements, the success of onboarding begins long before the solution is deployed. It hinges on a seamless transition from the latter stages of the sale.

Despite the common belief that client onboarding is in its own silo, the sales and client success phases of the customer journey have a large effect on the success of client onboarding.

Now that you’ve hired a new employee, the road to that employee being integrated into the team begins. This journey is risky and timing is crucial. So how do you ensure the onboarding of the new hire leads to a successful asset to the company?