7 Tips to Ramp Up Your B2B Customer Onboarding

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welcome and coach your customers to learn customer onboarding1`Whether your customers and clients are Business to Business (B2B) or Business to Consumer (B2C), the foundation is the same: it starts with relationships.  

Software as a Service (SaaS) is something that many small businesses may not have considered as they felt it was too complicated.  Interestingly, even some medium to large organizations have tried SaaS tools and given up because they felt it was too hard for
their customers to understand. It does not have to be that way.

According to Salesforce, “SaaS products, by design, are created to solve very specific pain points and challenges. The goal is for companies to outsource a key process or service that is too expensive, resource-heavy, or time consuming to take on in-house. The SaaS industry evolved to make customers’ lives easier.

Especially at a time when your customers’ attention span is getting shorter, it’s essential to begin coaching them immediately and provide structure so that they are able to shorten the learning curve, succeed with the product, and have an awesome learning experience.

Salesforce created the following Infographic with seven pro tips to improve your B2B customer onboarding process, from some of the smartest SaaS people in the world.  Notice
that the growing trend toward the use of SaaS is on the increase and what the forecast is
for the next few years.

Via Salesforce


7 Tips to Ramp Up Your B2B Customer Onboarding — 5 Comments

  1. Hi Yvonne,

    Thanks for sharing the article and infographic. This is the first time I’ve read about SaaS, and I’ll definitely read more on it.

    • Yvonne A Jones on said:

      You’re welcome, Davina, and thank you for reading. From becoming more familiar with the topic, I find that as small business owners, while we may not have hundreds of customers to need the software, the basic principles shown in the Infographic can be applied to our business.

  2. Yvonne, great article. I did not know what SaaS meant. I had seen it around, but did not know what it was. Thank you for the explanation.

    • Yvonne A Jones on said:

      My pleasure to bring some additional light on the topic. I’m with you there. I’d seen it around too, but after being invited to publish the Infographic, I did some more research and found, as I mentioned to Davina, that the basic tenets of customer interaction can be applied to our small businesses.

  3. This is some really good information about onboarding. It is nice to know that it would be smart to think about finding an onboarding system that will make things easier for your customers. That way, your customers have a goodo experience.

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