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.
Use Playbooks to onboard customers
Use pre-defined, repeatable processes to efficiently onboard your customers. Learn more about Playbooks.
Collaborate during onboarding
Collaborate with your customers to drive adoption, show transparency and build trust. Share success plans, playbooks, usage dashboards and much more. Learn more about Customer Portals.
