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SaaS Onboarding Best Practices

SaaS Onboarding Best Practices

23145SaaS Onboarding Best PracticesOptimize for TimeWhen a customer makes a purchase, we'd like to think that they're happy and excited about that decision. Create ValueWhen we discuss onboarding in the freemium world, we often talk about the "aha moment" and getting your users there as quickly as possible.Reinforce GoalsThis one sounds obvious, but when a customer starts working with a new tool, it can be confusing as to why they are doing certain things in a certain order. Do Your ResearchWhen I started working with customers I received some advice that has stuck with me since: Whatever amount of time you plan to spend with your customer during your first interaction, spend an equal amount of time preparing.Align with SalesA great customer onboarding experience starts with sales. The expectations set by the sales team about what will happen in the first few days.
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publish time: 2021-01-30
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There are the SaaS onboarding best practices. A great customer onboarding experience starts with sales. The expectations set by the sales team about what will happen in the first few days. When a customer makes a purchase, we'd like to think that they're happy and excited about that decision.

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