Customer
Onboarding

Customer success starts with onboarding

Ensure a clear and seamless process to effectively onboard your customers. Drive engagement among your customers and define milestones to measure overall progress.

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Use Playbooks to onboard customers

Use pre-defined, repeatable processes to efficiently onboard your customers.

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Collaborate during onboarding

Collaborate with your customers to drive adoption, show transparency and build trust. Share success plans, playbooks, usage dashboards and much more.

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Ace your onboarding
process!

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