customer onboarding

Every business has a unique story to share about its life-journey. In this third installment of our KYC Origin series, host Alex Pillow is joined by Henry Irish, co-founder of Passfort; and Alex Richter, Head of Passfort. Their discussion explores the SaaS RegTech solution that changed the way anti-financial crime and compliance processes were automated.

Listen to find out about:

• The inception of Passfort
• Adaptation of sophisticated, complex customer onboarding
• How the service adds value
• Why Passfort's acquisition came about
• Achievements and opportunities for Passfort since acquisition
• The future of the platform

Visit the Moody’s Analytics KYC website for more information on how Passfort can help your business with customer onboarding and perpetual KYC.

In this episode of The Modern SaaS Podcast, Srikrishnan Ganesan, the CEO of Rocketlane, joins us to discuss how customer onboarding shapes churn and expansions. 

He shares with us the insights he's gathered from years of experience, and explains how onboarding can help your company avoid costly churn and help you build the base for account expansions. 

𝗖𝗛𝗔𝗣𝗧𝗘𝗥𝗦 

00:00 - Intro 

00:56 -True churn happens in onboarding 

03:22 - The story behind Rocketlane 

06:32 - The customer shareability gap 

09:48 - Purpose built software vs. all-in-one solutions 

15:19 - Need for customer status update 

18:13 - Common mistake: Not sharing implementation timelines with customer 

22:42 - Have a pre-kick off call 

27:43 - Shifting responsibilities in the product-led sales world 

31:06 - Role of community in shaping the product 

34:30 - How building a community helps 

38:06 - Where does community fit in the org chart 

40:04 - What's a great buyer journey 

43:53 - Focus on brand from early 

44:46 - Closing notes 

💌 Connect with Srikrishnan Ganesan💌 

➟ Linkedin 🔗 https://www.linkedin.com/in/srikrishnang 

Also, please listen to the episode on: 

➟ Apple 🔗 

➟ Spotify 🔗 

✨ Subscribe to Avoma's Channel✨ 

🔗https://www.youtube.com/channel/UCpSiDrsEUx2Qywfb1V3CII 

✨About Avoma✨ 

Avoma is an end-to-end AI meeting assistant for customer-facing teams. Its AI-powered technology helps customer-facing teams capture important customer information, before, during, and after important meetings. 

🔗 https://www.avoma.com/ 

🎥𝗖𝗵𝗲𝗰𝗸𝗼𝘂𝘁 𝗠𝘆 𝗢𝘁𝗵𝗲𝗿 𝗩𝗶𝗱𝗲𝗼𝘀 

➟ The game-changing shift in SaaS sales | Mona Akmal | The Modern SaaS Podcast | Ep #23 🔗 https://youtu.be/hYRTP5eVlow 

➟ How to close deals faster in the current economy | Mor Assouline | The Modern SaaS Podcast | Ep #24 🔗https://youtu.be/l5JISfmFUFk 

𝗙𝗼𝗹𝗹𝗼𝘄 𝗢𝗻 𝗦𝗼𝗰𝗶𝗮𝗹 

➟ Linkedin 🔗https://www.linkedin.com/company/avoma 

➟ Twitter 🔗https://twitter.com/AvomaInc 

#saas #customerexperience #onboarding

𝗥𝗲𝗹𝗮𝘁𝗲𝗱 𝗦𝗲𝗮𝗿𝗰𝗵𝗲𝘀: 
customer onboarding 
modern saas podcast 
modern onboarding 
customer churn 
account expansions

Hello and welcome to the marketing slice by Hurree, the show where the team at Hurree give you marketing insights, hints, and tips that will help you improve your results right now.

I’m Dominique Daly and in this podcast, we will be talking about How to Build the Perfect Customer Onboarding Campaign.

What is Onboarding? 

Onboarding is the process of welcoming a new customer to your brand by teaching them how to use the product they have purchased. Onboarding is a cross-departmental effort requiring sales, marketing, and customer service teams to provide guidance and support. 

Think of onboarding as an instruction manual, without which your customer will have no idea how to operate your product. Sure, they may have a good crack at it - opening the box, setting it up, etc., but they won’t get very far, and in the end, they will blame your brand or your product for their lack of success. They might even ask for their money back and tell their friends to avoid your brand.

Read more about marketing metrics: https://blog.hurree.co/blog/marketing-metrics

We also have associated guides, videos, blogs, and infographics that can all be found at www.hurree.co. 

In this episode of the Marketing Slice by Hurree, Content Marketing Executive Dominique will be discussing push notifications and how to keep your customers happy and engaged when using this tactic.

What is a Push Notification? 

A push notification is a message sent by app marketers to deliver offers or call-to-actions (CTAs) to users who have opted-in to the service. This can happen in-app or while using a device. Finding their home on the lock screen, push notifications prompt users to take action with the goal of building user-brand-relationships whilst increasing engagement.

 Push notifications can be the key to skyrocketing your app engagement by a whopping 88%.
But Localytics report that 52% of app users find push notifications to be an annoying distraction.

From sending too many messages to sending irrelevant messages, it’s easy to become a push notification pest. So, to help you avoid this fate, we've outlined 5 ways you can ditch pestering your audience and instead delight them with every notification.

Read the full blog post here.

If you liked this podcast then you can subscribe for free via any podcast app or on Spotify. Feel free to share with a friend if you feel they might enjoy it! And don’t forget, you can find other resources like guides, videos, blogs and infographics over on our website at www.hurree.co.

If you’re struggling to become an omnichannel brand, why not book a demo of Hurree’s data unification and segmentation platform here or email any of your questions to me at dominique@hurree.co. It’s time to get your tools talking and we can help you do it!


Thanks for listening! 

Welcome to the marketing slice by Hurree, the show where the team at Hurree give you marketing insights, hints, and tips that will help you improve your results right now. I’m Dominique Daly, and in today’s podcast, we’ll be talking 3 Awesome Onboarding Push Notifications To Welcome New Users.

What is Onboarding?

Customer onboarding consists of a series of methods and elements that are used to assist a new user in becoming familiar with a digital platform or product.

Welcome emails enjoy an insane 50% open rate, so it makes sense that push notification welcome messages follow suit.

You should endeavour to send every new user a welcome message in the first 24 hours after they have downloaded your app. After all, 74.4% of customers expect some form of welcome.

There are many different motivations for sending your users welcoming push notifications. In this podcast, we take a look at how some big-name apps use onboarding push messages and how you can incorporate their approach into your push notification strategy.

If you liked this podcast then you can subscribe for free via any podcast app or on Spotify. Feel free to share with a friend if you feel they might enjoy it! And don’t forget, you can find other resources like guides, videos, blogs and infographics over on our website at www.hurree.co.

If you’re struggling to become an omnichannel brand, why not book a demo of Hurree’s data unification and segmentation platform here or email any of your questions to me at dominique@hurree.co. It’s time to get your tools talking and we can help you do it! 

For many businesses, particularly high-value, single purchases such as a new car or piece of tech equipment, and account, SaaS or subscription-based business models, customer onboarding is a must. 

It’s likely that your customer has done a lot of research, investing plenty of time and money into making this purchase, so it’s only right to ensure they get up and running smoothly, and reap all the benefits from your product or service.

In this podcast, we cover just what customer onboarding is, whether or not your business requires it, and the 6 key benefits from delivering a great onboarding experience.

You can also read the blog version here.

Enjoy!

If you liked this podcast, be sure to subscribe for free via any podcast app or on Spotify. Feel free to share with a friend if you feel they might enjoy it! And don’t forget, you can find other resources like guides, videos, blogs and infographics over on our website at www.hurree.co.

In this podcast, we take an in-depth look at the SaaS Customer Onboarding Process and provide you with real-world insights and examples of how to reduce customer churn through stellar onboarding. 

In this podcast you will: 

• Learn about the evolving SaaS Marketplace and how you can conquer it
• Discover the benefits onboarding and 6 high-performing elements 
• Uncover the secrets of top SaaS firms and their onboarding success

What is the SaaS Customer Onboarding Process?

About 62% of customers say they would stop using a product if they find difficulty using it or don't see the value while using it.

Customer onboarding in any industry consists of a series of methods and elements used to assist a new user in becoming successful with their product. 

For SaaS firms, who often sell complex, technical products, the customer onboarding process is crucial in ensuring customers don't give up with difficult products before their value has been demonstrated. 

SaaS firms who invest in 360-degree customer onboarding experiences can benefit from:

• Reduced churn
• Increased subscription renewal rates
• Customer advocacy 
• Increased customer engagement
• Reduced customer support costs 

Throughout this episode, we refer to visual sections of our guide, you can download it here and read along yourself for the full experience. In this guide, we track the evolution of SaaS business and explain how modern subscription packages mean SaaS firms need to be more dedicated to customer onboarding than ever. You will learn how you can combat churn by implementing a customer-focused onboarding strategy. 

We invite you to learn from the practices of top-performing SaaS brands and learn how 6 key elements of onboarding will help you master customer success.

We cover the art of: 

• Registration
• Live Demos
• Tours and Tooltips
• Email Engagement
• Self-service Resources
• Chatbots

For SaaS companies, dealing with multiple onboarding tools can become confusing and time-consuming. Hurree unites your trusted tools so you can segment, launch, and analyse omnichannel campaigns from one location. For more information, why not drop me an email at dominique@hurree.co  or book a demo here. 

Kiara is an Atlanta based Real Estate agent and brand building champion! She has done a ton of great work helping small businesses create a marketing strategy and attract their ideal customers. We discuss what she is doing on the real estate side, how to attract the right kind of customers, and how to give them a high-value onboarding process. Tons of great info in this episode. For more information on Kiara and to work with her be sure to go to byyira.com!