Intercom, Inc.

MAY 13, 2022

Most of the time, help desks offer basic technical support or customer service , such as resetting user passwords, but functions can vary depending on business needs. . A support helpdesk is used to assist external customers answer inquiries such as help with a product or software setup. . What does a help desk do?

Outsourcing Services 118

Outsourcing Services Technical Support Customer Support Onboarding 118

User Pilot

AUGUST 25, 2024

Embarking on a career as a customer onboarding coordinator involves a combination of education, skills development, and practical experience. This guide will provide you with a comprehensive overview of the path to becoming a successful customer onboarding coordinator. Looking into tools for customer onboarding coordinators?

Onboarding 52

Onboarding Software Review Interviewing Technical Review 52

User Pilot

AUGUST 28, 2024

Embarking on a career as a customer onboarding manager involves a combination of education, skills development, and practical experience. This guide will provide you with a comprehensive overview of the path to becoming a successful customer onboarding manager. Customer onboarding managers utilize various tools to enhance their work.

Onboarding 52

Onboarding Management Scale Data Analysis 52

SaaStr

AUGUST 5, 2019

So in the early days we will put together a sales team, get very excited about selling deals, and then we didn’t focus on onboarding, we didn’t focus on customer success. The second piece that’s very critical to us was that onboarding experience. So onboarding experience is very important.

Sales Recruiting 200

Sales Recruiting Construction Scale SaaS 200

Intercom, Inc.

JULY 6, 2021

You could keep your team members in a single location – but that means team members working odd hours to provide technical support in different time zones. That’s why many support teams opt for locating team members in the same time zones that their customers are in, also known as a “follow the sun” approach.

Customer Support 232

Customer Support Strategy Scale Retention 232

SaaStr

JULY 24, 2019

Gillian oversees Talkdesk’s Customer Success and Technical Support teams, partnering closely with customers to achieve their CX vision. And then there was technical support. The other things that we’ve done is stand up a proactive support team. Our technical support team is amazing.

Retention 155

Retention VP of Engineering Sales Hiring Scale 155

Chaotic Flow

AUGUST 18, 2015

It might be as simple as an onboarding checklist and a formal meeting with all the relevant parties. Onboard in Real Time. Sales, marketing, customer success, and technical support teams all play critical roles in servicing SaaS customers and driving SaaS business revenue. Onboard in Real Time.

Customer Success 138

Customer Success Underperforming Technical Team Scale SaaS 138

Stax

JUNE 20, 2024

Assess the program’s features and benefits, including technical support, marketing resources, and revenue-sharing models, to ensure they meet your needs. When your partner offers streamlined integration processes and robust technical support, you’re in a better position to maximize the benefits of partnerships.

SaaS Payments 88

SaaS Payments Payment Services Payments Stax 88

Sales Hacker

SEPTEMBER 24, 2022

Customer onboarding activities. That’s what customer onboarding is all about. A positive onboarding experience will keep customers returning for more and reduce the churn rate. Technical support. Some funnels include an additional stage focused on customer retention and loyalty. Guided tutorials.

Sales Funnel 132

Sales Funnel Outsourcing Services Underperforming Technical Team Social Media 132

User Pilot

JUNE 11, 2024

For instance, you might discover that you need user onboarding software to retain users after the first three months. Did you identify friction points in your user onboarding? Try Userpilot , the all-in-one product adoption platform that’ll help you improve your onboarding experience and boost retention rates. Get a demo.

Onboarding 105

Onboarding B2B Transportation Advertising 105

Intercom, Inc.

APRIL 20, 2021

It can seem like an impossible balancing act – but customer support operations can help. They need to be able to balance efficiency with a great customer experience , meet rising customer expectations , and keep team morale high , all while ensuring that they don’t blow through their budget or burn out their team.

Scale 156

Scale Customer Support Scaling Headcount 156

Frontegg

FEBRUARY 25, 2021

Another important focus of the PLG is the ability for the user to have an AMAZING self-service experience within the product without the need for a dedicated customer-success, technical support or an onboarding specialist to help make it happen.

Sales Hiring 98

Sales Hiring Machine Learning Artificial Intelligence Technical Support 98

Neil Patel

SEPTEMBER 8, 2020

Google’s product support is available to help you by giving you access to relevant advice and a range of resources, including Google Ads Recommendations and Google Ads Help Center. You can even onboard new clients or pitch potential ones with Google Ads promotional offers. Expanded Reach. Business Acceleration. Sales Partner.

Merchant Services 29

Merchant Services Technical Advisors Advertising Systems Review 29

Totango

SEPTEMBER 7, 2021

The B2B customer journey may involve a more complex onboarding and adoption process, often involving teams that need support rather than individuals as in B2C. For example, let’s say your data indicates that a customer is struggling with onboarding. Include an orientation to your support tools as part of your onboarding process.

B2B 84

B2B Engagement Strategy B2C 84

User Pilot

FEBRUARY 3, 2022

Window screens are perfect tools for not only greeting users but also segmenting them based on their user personas to create personalized onboarding flows for them. Use welcome screens to personalize the onboarding process. You can then build the right personalized onboarding flow for them. What is a good user activation rate?

Metrics 98

Metrics SaaS Social Media Onboarding 98

Sales Hacker

SEPTEMBER 23, 2021

Channel partners basically onboard other people to sell your product for you. The VAR might purchase a piece of computer hardware and build a specific software application to be sold with it or the VAR might add value by providing technical support, training, or installation to go along with the product to be sold.

Technical Review 119

Technical Review Scale Software Review Systems Review 119

User Pilot

JULY 9, 2023

" Your SaaS solution may be great despite your not-so-helpful customer support. "Please rate the ease of integration with our SaaS platform and the responsiveness of our technical support team." Book a demo today to learn more.

Scale 98

Scale Technical Review Technical Support Software Review 98

User Pilot

MAY 8, 2024

Support : timely and effective help and assistance, including customer service , technical support, and resources for troubleshooting. For example, personalized onboarding flows reduce time to value and help users adopt key features and assimilate relevant information without distractions.

SaaS Payments 105

SaaS Payments Payment Solutions Payment Services Payments 105

User Pilot

AUGUST 24, 2021

Implementing a self-service approach will help you scale up without spending a fortune to maintain sufficient support quality. Utilize in-app marketing elements to keep your self-serve onboarding process contextual. A knowledge base can boost your trial to paid conversion rate by flattening the learning curve.

Software Review 98

Software Review Technical Review SaaS Scale 98

Sales Hacker

JUNE 14, 2018

Once you select an outsourced sales provider and complete the onboarding process, you can’t assume that the ship will drive itself. While it’s true that you’ll save a lot of onboarding time by plugging in an as-a-service sales team, the process isn’t turnkey. 3) Do Play An Active Role In The Partnership. That’s a recipe for failure.

Outsourcing Services 81

Outsourcing Services Sales Hiring Sales Outsourcing Outsourced Development 81

How To Buy Saas

FEBRUARY 25, 2025

Designed for non-technical users. Quick onboarding and accessible customer support/resources. If your business requires intricate cross-object automations and you have technical support, Salesforce will not disappoint; if you prefer quick wins and easy workflow setup, HubSpot is a winner.

Scale 52

Scale Underperforming Technical Team Technical Review Software Review 52

Frontegg

FEBRUARY 25, 2021

Another important focus of the PLG is the ability for the user to have an AMAZING self-service experience within the product without the need for a dedicated customer-success, technical support or an onboarding specialist to help make it happen.

Sales Hiring 71

Sales Hiring Machine Learning Artificial Intelligence Technical Support 71

CustomerSuccessBox

AUGUST 31, 2021

High Touch Onboarding. If the product configuration is a complex process, it is owned by the Customer Success managers who take full responsibility for getting the customer onboard. In either case, they would either give the orientation by themselves or appoint an appropriate technical staff for getting the customer started.

Engagement 59

Engagement Payment Methods SaaS Payments Scale 59

User Pilot

AUGUST 25, 2024

Product support specialists utilize various tools to enhance their efficiency. Some essential tools include Userpilot for user onboarding and product adoption, Zendesk for customer support management, and Freshdesk for ticketing and customer communication. Certifications can further enhance your qualifications.

Technical Support 52

Technical Support Customer Support Onboarding Trends 52

Neil Patel

JULY 12, 2021

Pricing starts at $150 per month for unlimited emails, SMS, tracking, and technical support. Their Premium plan costs $995 a month and includes all the basic features plus dedicated customer service rep, onboarding, HIPPPA compliance, and premium tech support.

Payment Methods 145

Payment Methods Scale Payments Marketing 145

ChurnZero

JANUARY 26, 2021

From technical support to renewals and upselling, this role might be one of the most confusing and misunderstood jobs in all of tech. . Onboard 100% of Central Region field managers to the product by August 30. . Increase new team member onboarding rate from 80% to 90% by December 31. Reduce voluntary employee turnover.

Customer Success 98

Customer Success Sales Recruiting Sales Hiring Management 98

Stax

APRIL 30, 2024

24/7 technical support is available with all subscriptions. ” – Amber “I truthfully had a fantastic onboarding experience. Depending on the size of the business, there are three subscription levels: Growth : $99 per month Pro : $159 per month Ultimate : $199 per month. .

Payment Methods 88

Payment Methods Payment Services Merchant Services Payment Solutions 88

User Pilot

JULY 20, 2024

Userpilot and Pendo offer user onboarding and analytics capabilities, while Appcues and UserGuiding simplify walkthrough creation and gather user feedback, etc. onboarding new employees and customers on product usage). Troubleshooting technical issues and providing product support. Book a demo to see it in action!

Scale 52

Scale Education Onboarding Technical Support 52

User Pilot

AUGUST 28, 2024

Product Teams Can Use Userpilot to: Improve Product Adoption with Insights from Analytics Improve User Onboarding Interactive Guidance Collect User Feedback with No-Code In-App Surveys Get a Demo 14 Day Trial No Credit Card Required What is a product support specialist? Troubleshoot and resolve technical issues related to our products.

Technical Support 52

Technical Support Onboarding Communication Education 52

FastSpring

SEPTEMBER 16, 2022

That said, it might be helpful to occasionally reach out to FastSpring leaders directly , especially if someone has a business need that doesn’t necessarily involve a technical question about our platform. We have a diverse group of FastSpring experts in the community, not just end-user technical support specialists.

SaaS Payments 148

SaaS Payments Payment Solutions Merchant Services Software Review 148

Stax

APRIL 17, 2024

What made Stax Connect stand out from other providers was our focus on providing superior customer support and onboarding experience. According to Chris Meseke, Head of Product at Sera, Stax Connect went the extra mile in terms of service and support. and onboarding (can it be customized to your unique business?).

Payments 68

Payments Merchant Services Payment Methods Payment Services 68

User Pilot

JULY 20, 2023

You can also create onboarding flows , collect user behavior data , and get access to advanced product analytics —everything to nurture product growth. Personalized technical support. Multi-language support Pricing Starter plan at $120/mo for up to 4 users. HelpJuice customizable themes. Powerful search engine.

AI Search 98

AI Search AI Scale Pricing 98

OpenView Labs

MARCH 15, 2019

You are also responsible for onboarding and training your partners. The quality of your outcomes depends on the quality of your partner support. Any time you update your messaging, product mix, features, offers, etc., you need to ensure that the update will be made across all your partners, not just a centralized sales team.

Sales Recruiting 85

Sales Recruiting Scale Sales Hiring Underperforming Technical Team 85

User Pilot

JULY 11, 2024

So here are few of the top tools that product trainers can use to create effective training programs (keep reading for more tools): Userpilot : Userpilot is your one-stop shop for creating smooth and engaging user onboarding experiences. Appcues : A low-code user onboarding platform that works for both web and mobile applications.

Scale 52

Scale Sales Hiring Onboarding Education 52

OpenView Labs

MARCH 3, 2020

Better onboarding. Support services or technology. Often, products will have more success when a specific person or workgroup guides the initial product training, onboarding and implementation. That means each CSM must provide a qualitative score of their contact’s functional skills based on their interactions during onboarding.

Customer Success 55

Customer Success Underperforming Technical Team Scale Churn 55

User Pilot

AUGUST 17, 2024

To excel, leverage resources like books (e.g., “How to Win Friends and Influence People”), webinars (Userpilot, HubSpot), blogs (Userpilot Blog, Help Scout Blog), and podcasts (“The Customer Support Leaders”). Looking to enhance your customer onboarding process and drive product adoption?

Technical Review 52

Technical Review Software Review Social Media Onboarding 52

Valuize Consulting

SEPTEMBER 16, 2024

Onboarding: Smooth Transitions Once the deal is closed, there’s a seamless handoff between sales and implementation teams. The customer’s goals and expectations, clearly defined during the sales process, guide the onboarding strategy. Ongoing Support: A Proactive Partnership In a holistic model, support isn’t reactive.

Management 52

Management Underperforming Technical Team Technical Review Customer Success 52