June 1


What Makes a Strong Onboarding Process?

By Jade Levitt

June 1, 2023

Customer success, lead generation, onboarding

We all know that a strong onboarding process is critical to the success of both the customer and the company in the B2B SaaS space. A well-crafted, creative, and engaging onboarding process can help your customers get up and running with their new software quickly and efficiently, which let's face it, is the ideal scenario, but more often than not - not the case. 

Having a strong onboarding process leads to increased customer satisfaction and retention. For this week's blog, we sat down with our SaaS gurus and discussed what makes a strong onboarding process, and how to integrate sales intelligence into your onboarding process. 

Here’s what they had to say…

What is Sales Intelligence?

Sales intelligence refers to the collection, analysis, and application of data and insights related to the sales process. Essentially, it is the collection of information about customers, competitors, and market trends that can help your sales teams make more informed decisions and improve their performance over time. By incorporating sales intelligence into the onboarding process, you can help your customers get a better understanding of the software, its features, and how it can be used to achieve their specific business goals!

Tailoring the Onboarding Experience

Our first tip for building a killer onboarding process? Customize the onboarding experience for each customer to meet their unique needs, such as offering customized training materials, specific use case examples, and personalized support! You can use sales intelligence by gathering data about each customer during the sales process. This allows you to build a comprehensive onboarding process to meet that customer's exact pain points. 

Going Beyond Software Training

Secondly, in addition to training on the software itself, you could offer training on sales intelligence tools and best practices as a way to give your clients a competitive edge in today's landscape. This can include instruction on how to use the software to gather and analyze data, as well as how to use that data to inform sales strategies and tactics within their own businesses. By empowering your customers with these skills, you can help them make the most of the software and achieve their sales goals - we call that a win-win!

Incorporating Sales Intelligence into the Software

Another way to incorporate sales intelligence into the onboarding process is to build it directly into the software. Yep. it’s that easy (well…ish?)  By providing features that allow your customers to track and analyze their sales data in real-time, as well as tools that help them identify trends and opportunities in their market, you can make it easier for your customers to use sales intelligence to inform their sales strategies and ultimately build a very, very sticky product.

Ongoing Support and Resources

Finally, a strong onboarding process should include ongoing support and resources for your customers. From regular check-ins with an account manager or customer success team, to access to a knowledge base or community forum where they can ask questions and share insights with other users - you should provide your clients with all these features. By providing these resources, you are helping your customers continue to grow and succeed with the software over time.

In Conclusion...

So there you have it.  We’ve given you a list of ways you can incorporate sales intelligence into the onboarding process. By customizing the onboarding experience to your clients, providing training on sales intelligence tools and best practices, building sales intelligence into the software itself, and offering ongoing support and resources you can help your customers achieve their sales goals and maximize the value of your software.

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