From start to finish, smoothly onboard and train new customers
Keep implementation on track with a consistent and efficient experience for all new customers
Manage, update, and share training materials to ensure quick and effective training for all
Build better customer relationships with a speedy client onboarding process
Collaborate, ask questions and share ideas with customers and stakeholders in a single place
Ensure everyone on your team has access to the most up-to-date customer details via an online hub
View analytics to identify process improvements, build new templates, and implement best practices
Create a repeatable customer onboarding process with room templates.
Your customer success team selects from several layouts and design templates tailored to:
From start to finish, smoothly onboard and train your new customers quickly, on-time, and consistently with action plans:
Create plan templates to fit various use cases - onboarding, training, implementation, and more - to ensure consistent, high-quality delivery every time.
Your Customer Success team can configure rooms with:
Customer Success teams now have a better way to identify and prioritize customers for more support based on in-depth room analytics and user engagement:
Create and share a room link with your customers. No matter how often you update your onboarding and training room, these links remain evergreen.
Your customers and users can easily find information and training materials, while bringing new users up to speed.
Keep the client onboarding and training on track by providing timely responses to your new customers. Get email or slack notifications when customers:
Ensure all onboarding documents, such as SOWs, project sign offs, and more, are processed with the ability to create, share, and digitally sign documents:
Integrate our rooms into your existing customer success process:
Learn more about their delightful experience