ONBOARDING & ENGAGEMENT
Turn Customers Into Advocates
with Actionable Indicators
Prioritize satisfaction from onboarding to expansion. Strengthen the post-sales strategy to reduce churn, and expand the scope of business.
Drive Customer Onboarding
With Structured Sequences
Encourage qualified prospects to move beyond trial/demo to become paid conversions with guided selling. Maximize the revenue potential consistently.
- Create sales sequences & revenue playbooks to simplify onboarding
- Identify milestone moments to personalize experiences
- Stay prepared for onboarding, QBRs & renewals with in-built templates
Optimize Customer Churn
with Consistent Engagement
Reduce customer churn with behavioral insights. Adopt a multi-channel sales outreach with a combination of manual and automated responses to keep the conversation going.
- Drive proactive feedback conversations, surveys, etc.
- Curate relevant resources for seamless adoption, retention & expansion
- Add value with subject-matter expertise & uplifted post-sales experience
Manage Adoption Seamlessly
by Measuring Progress & Performance
Uplift the revenue cycle with a seamless onboarding experience and consistent engagement. Measure progress to optimize sales plays for more deal closures and efficiency.
- Identify targeted expansion opportunities with key indicators
- Monitor customer behavior like usage beyond contract limits to upsell/cross-sell
- Empower automation to keep accounts engaged
Uplift Quality of Interactions
with Personalized Recommendations
Deliver high ROI by engaging customers across the adoption lifecycle. Start meaningful conversations with personalized content and resources.
- Stay on top of the mind with personalized interactions
- Turn customers into advocates by nurturing customer relationships
- Stay transparent by sharing learnings, stories, and insights
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