Table of Contents
- Understanding customer onboarding and its importance
- Key features to look for in onboarding software
- Top customer onboarding software options in 2023
- Pricing
If you're running a business in 2023, chances are that you're already well aware of how important it is to keep your customers happy. One of the most crucial factors in achieving this goal is effective customer onboarding, which is why more and more companies are turning to specialized software to help them do just that. In this guide, we'll introduce you to some of the top customer onboarding softwares available in 2023, and explain why they're worth considering for your business.
Understanding customer onboarding and its importance
Before we dive into the features and benefits of the top customer onboarding softwares of 2023, it's important to take a step back and understand what we mean by "customer onboarding." Simply put, customer onboarding is the process of getting a new customer up to speed on your product or service, and helping them successfully integrate it into their workflow or daily routine.
What is customer onboarding?
While the specifics of customer onboarding can vary from business to business, the main goal is always the same: to make sure that your new customer can start using your product or service as quickly and smoothly as possible. Depending on the nature of your business, this might involve providing training, setting up customized workflows, or simply offering clear instructions on how to use your product or service.
For example, if you are a software company, your customer onboarding process might include providing the user with a tutorial on how to use the software, setting up their account and preferences, and answering any questions they might have. If you are a service-based business, your customer onboarding process might involve providing the customer with a detailed explanation of your services and how they work, as well as setting expectations for what the customer can expect from your service.
Why is effective onboarding crucial for businesses?
The benefits of effective customer onboarding are numerous. For one thing, it can help reduce customer churn and increase customer lifetime value. When you take the time to properly onboard a new customer, they're more likely to stick around and continue using your product or service for months or even years to come.
Another benefit of effective customer onboarding is that it can help reduce support requests and other time-consuming manual tasks, freeing up your team to focus on higher-level initiatives. By providing customers with clear instructions and resources from the beginning, you can prevent common issues from arising and ensure that your customers are able to use your product or service to its fullest potential.
Furthermore, effective customer onboarding can help build customer loyalty and advocacy. When customers feel supported and valued from the beginning of their relationship with your business, they're more likely to become loyal customers and recommend your product or service to others. This can help increase your customer base and drive growth for your business.
In conclusion, effective customer onboarding is crucial for businesses of all sizes and industries. By taking the time to properly onboard your customers, you can reduce churn, increase customer lifetime value, free up your team to focus on higher-level initiatives, and build customer loyalty and advocacy.
Key features to look for in onboarding software
Now that we've covered the basics of customer onboarding, let's take a closer look at some of the key features you should be looking for in onboarding software.
User-friendly interface
First and foremost, any good onboarding software should have a user-friendly interface that makes it easy to get started and find your way around. A user-friendly interface can help save time and increase productivity. It is important to look for software that offers a clean, intuitive interface and doesn't require extensive training to use.
The interface should be designed to be simple and straightforward, with clear instructions and easy-to-use tools. This will make it easier for your team to onboard new customers and ensure that they have a positive experience from the start.
Customizable workflows
One of the biggest benefits of onboarding software is the ability to customize workflows to fit your business's specific needs. Make sure that any software you're considering offers robust customization options that allow you to tailor the onboarding process to your customers' unique situations.
Customizable workflows can help you save time and increase efficiency by automating repetitive tasks and streamlining your onboarding process. This can also help you provide a more personalized experience for your customers, which can lead to higher levels of satisfaction and loyalty.
Integration capabilities
Depending on your business, you may already be using a variety of different software tools to manage customer data, communication, and more. Look for onboarding software that seamlessly integrates with your existing tools, so you can streamline your workflow and avoid duplication of effort.
Integration capabilities can help you save time and reduce errors by automatically syncing data between different systems. This can also help you provide a more seamless experience for your customers, which can lead to higher levels of satisfaction and loyalty.
Analytics and reporting tools
In order to continually refine and improve your onboarding process, it's important to have access to detailed analytics and reporting tools. Look for onboarding software that provides real-time data on customer success rates, completion times, and other relevant metrics.
Analytics and reporting tools can help you identify areas where your onboarding process can be improved, as well as track the success of any changes you make. This can help you provide a more effective onboarding experience for your customers, which can lead to higher levels of satisfaction and retention.
Scalability and flexibility
Finally, make sure that any onboarding software you choose is flexible and scalable enough to grow and adapt alongside your business. Look for software that can handle a variety of customer volumes and can be customized to fit your changing needs over time.
Scalability and flexibility are key to ensuring that your onboarding process can keep up with your business's growth and changing needs. This can help you avoid the need to switch to a new onboarding software in the future, which can be costly and time-consuming.
Top customer onboarding software options in 2023
Customer onboarding is a critical process for any business that wants to build strong relationships with its customers. With the right software tools, businesses can streamline the onboarding process, reduce friction, and improve customer satisfaction. In this article, we'll take a closer look at some of the top software options available in 2023.
Software 1 - Bento
Introducing Bento – Empowering product managers to drive growth and optimize user experiences
Bento revolutionizes the way product leaders craft in-app experiences that increase activation, drive retention, and fuel upsells. What sets Bento apart is its ability to unlock experimentation for in-product experiences, seamlessly integrating with your app as if they were custom-built in-house.
Accelerate your product's success in hours: With Bento's extensive array of customizable form-factors, perfectly tailored to match your app's aesthetics, you can place your users on their path to value within hours of signing up.
Discover the key use cases and benefits of Bento:
- New user onboarding: Delight your customers by providing them with a clear checklist, tailored for their specific use cases. Track their progress and ensure a seamless onboarding journey.
- Feature announcements: Boost the adoption of both core and new features through strategically placed pop-ups and embedded messaging, capturing users' attention at the right moment.
- Upsells & cross-sells: Generate sales pipeline by strategically offering assistance and guidance within your product, maximizing revenue opportunities.
- Experimentation: Launch interactive guides, analyze their performance, and iterate directly within Bento, enabling data-driven decision-making and continuous improvement.
- Account onboarding: Tailor your guides to cater to specific account-level tasks
- NPS & Input Surveys: Seamlessly run customer surveys directly within your product, collecting valuable data for analysis and actionable insights.
Unlock Your Product's Full Potential with Bento, as seen by various teams:
- Workstream generated $40K in pipeline in 1 month with upsell modals
- Conveyor was able to 2X activation for self-serve customers
- Ironclad created a self-serve path for their customers with Bento
- GoSite increased in-app onboarding engagement by 50% compared to the checklist they build themselves
- Ashby saved each member of their scaled success team 12 hours per week with Bento
- Assembled reduced time to onboard by 25% while keeping the human in the loop
Sign up for free and start getting value from day 1. All it takes is installing the Bento snippet and creating your initial guides in minutes.
Pricing
Bento offers multiple pricing tiers based on company size, MAU and features needed.
- Startup Plan - Upto 1000 MAU, Basic integrations
- Growth Plan - Upto 5000 MAU, Advanced integrations
- Enterprise Plan - Custom MAU, All integrations included
Reach out to learn more about pricing
Solution 2 - WalkMe
WalkMe is a cloud-based user onboarding software that helps you make informed decisions in order to accelerate the learning experience of your customers. The code-free platform helps your team build product adoption flows to showcase your product’s features and capabilities.
One of the great things about WalkMe is that it enables you to put the right lesson in front of each new customer at exactly the right time. This takes the pressure off the users, as they don’t have to search for the information in your knowledge base, so it can help boost your product adoption rates.
WalkMe also helps your team build heat maps of your system, showing where your customers spend their time, how long it takes them to complete certain tasks, and where they encounter roadblocks and ask your team for guidance. As a result, you can create targeted guides that help your users navigate the trickier aspects of your solution.
WalkMe integrates with dozens of your favorite solutions, including Salesforce, Google Analytics, Slack, Azure Active Directory, LiveChat, and Zendesk.
WalkMe offers customized pricing upon request. You can see the solution in action with a free
Software 3 - Intercom
Intercom is a digital adoption platform that makes it easy for teams to map out customer journeys, track product usage, and connect users to your customer success team. This is a code-free solution that helps you use data to improve user adoption. Intercom has a minimalist layout that’s simple to navigate.
Your team members can collaborate on customer issues, make notes on different tasks, and set up filters to segment users in any way you want. The highlight of using this platform is how easy it is to leverage its automation features. You can set up automations with custom triggers without developers, so you can create tailored onboarding content for targeted elements in your app.
Intercom integrates with over 300 apps, including Hubspot, Stripe, Salesforce, Jira, Slack, Microsoft Outlook, Google Analytics, and Instagram.
Intercom costs from $74/month. You can access a free 14-day trial.
Software 4 - ProductFruits
Product Fruits is an onboarding tool that helps teams create interactive onboarding tours, walkthroughs, and in-tool tips based on customer feedback. The software has a good interface, and its no-code editor makes it easy to highlight your app’s new features, provide contextual support, and deliver important announcements.
I like the fact that Product Fruits enables you to segment your users and create custom glows for each segment. This helps you provide a better user experience and helps reduce churn. Even though Product Fruits helps with a lot of onboarding processes, its flexibility makes the platform shine.
Every onboarding step you create is customizable. You can use text, videos, GIFs, surveys, or other content in every step of your guide. You can create guides that cover multiple pages, connect crossroads between individual pages for a better experience, or create automatic triggers based on the user’s behavior and in-app time. This helps you improve customer satisfaction and reduce customer service calls.
Product Fruits integrates with a variety of solutions, including HubSpot, Heap, Slack, Google Analytics, Mixpanel, and Customer.io.
Product Fruits costs from $59/month.
You can access a free 14-day trial and book a demo.
Software 5 - Hopscotch
Hopscotch is a no-code client success software that enables teams to implement in-app messaging and collect data about user experience. The platform helps you create interactive product guides to encourage your customers’ progress through your app.
One of the good things about this app is that it uses conditional logic to segment your users based on their activity. The app’s automation features serve the right message for each user based on their in-app location and previous actions, so each experience is tailored to the audience.
Another good thing about this platform is that it is easy to use. Its interface enables you to customize the look and feel of your client journey to match your brand, and the data it collects helps you understand how users interact with your solution.
Hopscotch costs from $99/month.
You can access a free 60-day trial and a demo.
Conclusion
As you can see, there are a wide range of customer onboarding software options available in 2023, each with its own unique features and benefits. When choosing the right software for your business, make sure to take into account your specific needs, budget, and growth plans, and to choose a software that can grow and adapt alongside your business over time.
