Field Sales Productivity Blog

Why You Should Simplify Customer Onboarding

By Shivya from Toolyt
March 4, 2021

Customer onboarding is a product information-sharing process in phases. Together with absolute support right from the outset. Besides, onboarding is a concentric relationship-building process with the ultimate aim of customer satisfaction.

It is the first point of contact with customers. Go beyond expectations to display the benefits and assistance. Be supportive of the customers at all times. Loyalty can withstand any turmoil in services and lasts for ages.

It is the first point of contact with customers. Go beyond expectations to exhibit the benefits and assistance. Loyalty, once built can withstand any turmoil and lasts for ages.

What Is The Importance Of Customer Onboarding

Customer onboarding builds a lifelong relationship with the customers. It increases customer lifetime value and reduces churn. Conversely, it opens the venues for referral sales.

Why Customer Onboarding Should Be Simple

Do not make the customer onboarding complicated and tedious. Usually, customers abandon the product as they are unable to use it. They don't understand its usage. Unable to get the value from the product. Finally, complexities and technical glitches make them lose interest.

Make the onboarding process simple, but the pace should synchronize with the customer’s interest. Each customer has different issues and concerns. The more you understand the customer, the better you can tailor your solutions accordingly to their needs.

Steps To Simplify Customer Onboarding

Understand Your Customer

Understand customer needs and requirements. Ascertain, which features of your product, can solve the customers' problems. Understand the obstacles, pain-points, and challenges the customers face. It will give you the edge to transform the onboarding experience and goals.

Keep your customers informed on how many more stages are yet to be covered and their present status.

Understanding The Customer Will Make Your Goals Simple

Do not overburden your customers with all the information at the same time. Make assignments smaller and more manageable. Once the customer is familiar with the process, then go ahead with the next step. Easily manageable steps will be easy to remember and also put into action.

Too much-complicated issues will scare customers. Never make the customer feel out of place.

Data Only What Is Required

Do not collect too much information more than required for your business. Some customers are uncomfortable sharing certain information. Be selective and decisive in collecting the data. When you collect the data, collect it thoughtfully.

Demonstrate Key Features

Highlight the key features of the product to the customer right from the beginning. Print easy-to-use product manuals and brochures. Create video demonstrations, as they will be simple to follow. Also, the customer has the option to use umpteen times to understand the product.

Set Clear Expectations

When the customer contacts you the first time, even before making the purchase, make that point as an onboarding point. Share the complete details of your products. Disclose the merits and demerits of the product and how the features will solve the problems. Prepare them psychologically ready to accept the product.