Stay on the pulse

A smooth and rewarding customer journey relies on an understanding of the key metrics that track progress and performance. By measuring customer onboarding performance, both the service provider and the customer benefit in significant ways.

Customer onboarding comes with a minefield of risks that lead to customer frustration, disengagement, and potentially early churn. This guide lists 7 major risks that can threaten success and provides practical strategies to address each one, setting the tone for success.

Without mutual accountability, team members and customers might not understand who is responsible for what, leading to confusion and information gaps in the customer onboarding process. 

Onboarding hospitals to new systems or technologies is a challenging customer onboarding process. Navigating the complexities of hospital onboarding requires a strategic approach and essential tools to safeguard positive outcomes for all stakeholders.

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

While a documented customer 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 customer 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 for customer onboarding.

 

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.