Streamline and accelerate the new customer onboarding journey by providing a consistent, efficient and personalized experience for end users.
Get the Onboarding SuccessBLOCJourney Stage(s):
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.
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:
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
Customers Are Satisfied Post Onboarding
Consistently Ensure Adoption, Value Delivered and Consumed
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:
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:
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
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Surface real-time insights into your entire customer base, all in one place.
Get instant visibility into customer signals and critical events to help you reduce churn.
Track Net Promoter Score and manage campaigns and workflows associated with them
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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
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
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
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
