Streamline and accelerate the new customer onboarding journey by providing a consistent, efficient and personalized experience for end users.

Get the Onboarding SuccessBLOC

What is a SuccessBLOC?

SuccessBLOCs are pre-built and ready out-of-the-box templates and toolkits to help get you up and running instantly with best practices for your business. Each SuccessBLOC contains goals that guide you through the successful completion of each stage in the customer journey with relevant KPIs, dashboards, analytics and best practices.

Totango Customer Data Platform

The Onboarding SuccessBLOC

The Onboarding SuccessBLOC is an end-to-end solution that enables you to manage your customer Onboarding process with efficiency and ease. The Onboarding toolkit allows you to:

  • Standardize your onboarding experience
  • Onboard customers faster
  • Improve customer satisfaction
  • Set up customers for long-term success
  • Automate onboarding tasks and trigger early warning notifications to ensure no one gets left behind.
  • Create beautiful campaigns to automatically welcome new users and guide them through the setup process.
  • Gather feedback about the onboarding experience using CSAT and NPS campaigns.
Try it Free
Goals & KPIs

Deliver outcomes

Created and tracked within Totango, Goals & KPI metrics provide a view into how onboarding is currently impacting customer relationships and illustrate where there is room for improvement. To help you measure success for the customer and success for your business, the Onboarding SuccessBLOC contains pre-installed goals and KPIs, including:

Consistently Meet Implementation Timelines

  • Average Days in Onboarding
  • Delayed in Onboarding
  • Customers delayed in Onboarding ($)
  • Onboarding Stages
  • Customers Completed Onboarding
  • Completed Onboarding Recently

Customers Are Satisfied Post Onboarding

  • CSAT Score
  • Support Tickets During Onboarding

Consistently Ensure Adoption, Value Delivered and Consumed

  • Adoption Usage Post Onboarding
  • License Utilization % in the Last 7 Days
  • License Utilization Trend
Totango Customer Data Platform
Totango Customer Data Platform
Customer Segments

Understand your customers

The Onboarding SuccessBLOC allows you to leverage customer information to deliver a more personalized experience. Your team is able to filter and analyze groups of users or accounts to stay ahead of behaviors and deliver success. You can segment customers by different categories, including:

  • All
  • Accounts in Onboarding
  • Accounts Delayed in Onboarding
  • Recently Completed Onboarding
  • Low CSAT Score
  • Users with Positive CSAT who Recently Completed Onboarding
  • Users with CSAT who Recently Completed Onboarding
Try it Free
Successplays

Automate Onboarding plays

Informed by onboarding metrics and customer segmentation, your CS teams can then use Totango SuccessPlays to deliver messages to clients that are both relevant and timely. SuccessPlays are automatically triggered or manual workflows containing sets of tasks and actions that prompt CS managers to focus on the most meaningful activities at the right time.

Onboarding tasks that can be triggered through SuccessPlays include:

  • Internal Hand Over and Preparation
  • Kick-Off
  • Implementation
  • Launch
  • High CSAT Score
  • Onboarding Delayed
  • Low CSAT Score
Scale with Automation
Totango Customer Data Platform
Totango Customer Data Platform
Campaigns

Onboarding Email Templates & Campaigns

You can also use the Campaigns feature of the Onboarding SuccessBLOC to automate your communications and send automated emails that are triggered by various goals, such as

  • Welcome New User
  • Post-Implementation Feedback from Key Contacts
  • Onboarding First Week - Orientation
  • Welcome New Admin
  • Monthly Value
  • Delayed Onboarding Customers

Useful Integrations for the Onboarding SuccessBLOC

View All Integrations

SuccessBLOCs you might be interested in

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Pellentesque molestie sem augue, ut sodales mi suscipit at. Duis sollicitudin diam a diam consectetur, et consequat erat tincidunt.

Digital Onboarding

Onboard high volumes of customers quickly and efficiently

Digital Touch
Operations
Success Manager
Onboarding

Engage Stakeholders

Manage and improve stakeholder relationships and outcomes.

High Touch
Executive
Sales
Success Manager
Adoption

Nurture Customers

Improve customer relationships and increase engagement with scalable nurture programs that drive value.

Digital Touch
Operations
Product
Success Manager
Adoption

CTA Headline

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Pellentesque molestie sem augue, ut sodales mi suscipit at. Duis sollicitudin diam a diam consectetur, et consequat erat tincidunt.

Try it Free

Customer Onboarding Resources & Best Practices

Activate your customer success today with the plan that scales with your growth.
Guy Nirpaz Totango CEO
WEBINAR

Building a High Performing Customer Success Team

Join us January 23rd @ 11am PT/2 pm ET. Learn how to build a customer-centered culture and a highly successful Customer Success Team.

Learn More

Guy Nirpaz Totango CEO
WEBINAR

Building a High Performing Customer Success Team

Join us January 23rd @ 11am PT/2 pm ET. Learn how to build a customer-centered culture and a highly successful Customer Success Team.

Learn More

Guy Nirpaz Totango CEO
WEBINAR

Building a High Performing Customer Success Team

Join us January 23rd @ 11am PT/2 pm ET. Learn how to build a customer-centered culture and a highly successful Customer Success Team.

Learn More

Guy Nirpaz Totango CEO
WEBINAR

Building a High Performing Customer Success Team

Join us January 23rd @ 11am PT/2 pm ET. Learn how to build a customer-centered culture and a highly successful Customer Success Team.

Learn More

Totango is a trusted leader in Customer Success

G2 badge
High Performer G2 Crowd
G2 badge
G2 badge
TrustRadius Badge
G2 badge
G2 badge
G2 Crowd Users Love Us Badge
G2 badge
Read Customer Reviews