Customer Onboarding

Execute well-crafted onboarding plans in a consistent and repeatable manner

Create a single source of truth for all parties

It's confusing to have data scattered across a myriad of emails, files, and systems. In addition, keeping everyone on the same page becomes tedious and time-consuming.

Eliminate confusion by storing data centrally and sharing the bundle with all stakeholders.

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Standardize third-party collaboration

Different third-party partners, integrators, and consultants have varying levels of process maturity.

Ensure a consistent customer experience by creating structured Flows that manage third-party collaboration with clearly identified roles and responsibilities and order of operations.

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Monitor and manage customer adoption

Stop wondering or guessing about the progress of customer onboarding and adoption. Don't be at the mercy of third-party integrators.

Take control of your customer onboarding workflow and proactively monitor progress with your customer and third-party integrators.

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