A noticeable shift is underway as the CMO skill set is being called upon to deliver an experience that impresses customers and guides them as they start their journey. The Fast Company Executive Board ...

Prioritizing your onboarding process will help ensure customers begin successfully, obtain a clear understanding of how your service or product works, and build a relationship of trust with your ...

Companies can never get stagnant on improving their customer experience. Yet too often, good customer service may focus solely on having more positive face-to-face interactions instead of addressing ...

In between the sale of a product or service and the start of account management lies the “hand-off” part of the customer journey. We call this period of time “customer onboarding,” a process in which ...

Everyone's familiar with the well-known saying: “You never get a second chance to make a first impression.” In business, this adage speaks volumes about the importance of that first, ever-important ...

Opinions expressed by Entrepreneur contributors are their own. Every Software as a Service (SaaS) company has a make or break moment. And it’s called customer onboarding. How your team onboards new ...

What Is Customer Onboarding In SaaS? Customer onboarding in SaaS means acquainting new users with products/services on offer. It is all about showing them the ropes, providing them the tools they need ...

If the customer lifecycle is a performance, the onboarding process is the opener. If the opener doesn’t catch your attention, you don’t want to stay for the show. For many financial institutions, ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Onboarding is the process by which a prospective customer’s ...

For a lot of companies, onboarding new customers isn’t a regular part of the conversation. Many just leave it to their salespeople, which means your sales team is likely either dumping your customers ...