Transcript

A customer’s onboarding experience with your products or services sets the tone for their relationship with your brand. Totango SuccessBLOCs include best practices, automation, and metrics that matter at every point in your customer journey.

The “Manage Onboarding Projects” helps you standardize your onboarding experience so that you can get your customers started faster and set them up for long-term success. Once configured, you can:

• Automate onboarding tasks to improve communication during customer hand-off, or trigger workflows whenever onboarding is delayed.
• Automatically welcome new users and guide them through the setup process
• Gather feedback about the onboarding experience once your customers go live
• And ensure your team meets onboarding timelines and service goals.

Key attributes in this SuccessBLOC include:

• The Customer Journey Stage, which helps you identify which of your customers are currently onboarding.
• Onboarding Stage - Define stages within onboarding so that you can measure the time it takes to complete each one.
• And Project Status: Identify onboarding deployments that are on track, delayed or blocked.

“Manage Onboarding Projects” by Totango: Delight customers from day one with a smooth and efficient onboarding experience.