SaaS CUSTOMER ONBOARDING & ENGAGEMENT

Onboard customers and drives
seamless product adoption

Upscale's Sales Engagement Platform helps increase conversions
from trial to paid customers, upsell to existing customers and
reduce churn rate.

Increase paid conversion with multi-channel touch points

Seamless onboarding via automated sales workflows consisting of training, tips and tricks, and guides timed to the onboarding journey, based on different products or account tier.

Automated personalized communication lets you build awareness for new products and services, at scale.

Focused acquisition, retention and expansion of key accounts

Build account specific sales workflows and measure account
engagement insight.

Automate personalized communications so you’re top-of-mind when
customers are growing and ready to expand.

Automated renewal workflows to let relationship managers embed
personalized messages and videos to kickoff and strengthen the
renewal experience.

Reduce customer churn through sales automation

Automate customer reach out, suggesting a consultation, advice, and help before the churn.

Improve product adoption by creating educational email campaigns for your customers - share best practices, knowledgeable tips and personal advice via email.

Discover customer onboarding and engagement best practices