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Customer Onboarding Automation: How-to Guide

Userpilot

This is every product manager’s nightmare – an onboarding failure that cripples customer retention. But your product doesn’t have to be that way! In this article, we explore the art and science of onboarding automation , and how it can turn that initial spark of interest into a roaring flame of engagement.

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9 User Onboarding Strategies to Increase Customer Lifetime Value

Userpilot

Ever wonder why some products instantly click with users while others get abandoned faster than New Year’s resolutions? The secret often lies in those crucial first moments – your user onboarding. Well, when onboarding new users, that approach is about as effective as trying to fit everyone into the same pair of pants.

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The Risks of Data Fragmentation + How to Fix Fragmented Data

Userpilot

When your company adopts multiple SaaS solutions to drive productivity, you unknowingly create a perfect storm for data fragmentation. Your customer information lives in Salesforce, while your support tickets are in Zendesk, your product usage data in Mixpanel, and your marketing campaigns in HubSpot. Which features need attention?

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12 KPIs to Measure and Improve Your Fintech App Onboarding

The Product Coalition

Chances are the ones you frequently use have a simple, intuitive app onboarding process. If you’re a financial services product manager, you’ll know that crafting an effective fintech app onboarding process is no small feat. Effective onboarding is also necessary to set your users up to use your app successfully.

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The complete guide to onboarding customers for long-term success

Intercom, Inc.

Good onboarding isn’t just about introducing new signups to your product’s features – it’s a continual process of guiding people towards success with your product. Sign up for our special onboarding webinar here. What a good multi-stage onboarding framework looks like. Plan your onboarding strategy.

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OKRs and Product Roadmaps

Roman Pichler

To make this more concrete, let’s look at an example: Objective : Grow the product management team. Key result 1 : Three product managers are hired. Key result 2: The onboarding system is improved, and time-to-proficiency is reduced by 25%. What are Product Roadmaps? The second row gives you the option to state a name.

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From cost center to value driver: how support metrics are evolving

Intercom, Inc.

Today, more and more businesses are realizing the true bottom-line value that incredible customer service brings to a business – customer loyalty , retention, and advocacy to name but a few. With this shift in mindset, the key question becomes: “how can we measure the value of support and set metrics that drive meaningful change?”