When COVID-19 struck, Derek Baker said the customer team at Club Automation had to rework how they ramped health and wellness center customers. The implementation and delivery manager said teams ...

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.

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 ...

Partnered with a proficient customer success team, an automated project management system designed specifically to handle new client onboarding is the ideal solution for understanding your ...

One of the biggest mistakes companies make during new customer onboarding is putting themselves and what’s best for their team ahead of the customer and their ideal experience. These companies make ...

3. Speeding Up the Process from Start to Finish Customers also want banks to address speeding up the process in order to improve the onboarding experience and increase customer satisfaction.

Tweet this Cirrus’ UI messaging enhancements simplify the communication and collaboration of documents required when onboarding new and existing customers through an inbox-style design.