Onboard high volumes of customers (thousands) quickly and efficiently. Scale your high volume customer onboarding program by using this SuccessBLOC to track onboarding KPIs and progress against goals, automate communications and trigger proactive action by your team, ensuring a consistent and positive new customer onboarding experience, with fewer dedicated resources.
Measure success for the customer and success for the business
Consistently Meet Onboarding Timelines
Customers are Satisfied Post-Onboarding
Consistently Ensure Adoption, Value Delivered and Consumed
Filter and analyze groups of users or accounts to stay ahead of behaviors and deliver success
Automatically triggered or manual workflows containing sets of tasks and actions, prompting Customer Success Managers to focus on the most meaningful activities right on time
Automate your communications using campaigns to send automation emails triggered by various goals