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     Becoming Proactive About Client Success
     
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PROVEN AND REPEATABLE PROCESSES TO ONBOARD CUSTOMERS SUCCESSFULLY


Demo


ARE YOU EXPERIENCING...

 * Issues creating successful hand offs from your sales team to your onboarding
   team
 * Fulfilling client needs, promises, and expectations after the sale
 * Creating consistency in engagement with the new client
 * Desire for accountability via tasks, MAPs, ect... 
 * Lack of repeatable processes and automation for client communication
 * Slow Time to Value for new customers
 * Aligning accountability for the many players/roles during the onboarding
   process




SEE HOW ENGAGE "HERDS THE CATS" AND ALIGNS YOUR NEW CUSTOMERS FOR SUCCESS...




WORKSPACES UNITE STAKEHOLDERS AND DRIVE PROCESSES, DECREASING ONBOARDING TIME BY
20+%.


ONBOARDING WORKSPACE

Onboarding is such a risky time for many organizations as the company has
invested tons on sales and marketing to get the new customer but often there are
gaps in the phases of handoff and onboarding. A critical piece of this that is
often missing is a centralized environment to communicate and collaborate with
the customer stakeholders. 

 * Centralized and dynamic workspaces
 * On-demand (always available)
 * Two Way - Collaboration and Tools
 * Frictionless and meaningful experiences
 * Secure environments for regulated industries

Internal Teams
External Stakeholders




COLLABORATION AND SHARING

With the complexity of products and the number of stakeholders the need to
collaborate and collect data from new clients is a must. The challenge is with
all the people and data many companies struggle to make this process smooth and
up-to-date for the customer. Engage helps orchestrate this environment of
communication, collaboration, tasks and more to unlock onboarding success. 

AUTOMATED ONBOARDING JOURNEY

FORMS AND DATA COLLECTION

WORKFLOWS & TASKS

DOC SHARE

FILE SHARING & COLLABORATION





SCALABLE PROCESS

Like with any other critical business function the goal for Engage clients is to
create a repeatable and measurable environment for customer onboarding. These
processes need to be adaptable to customer types and product offerings and have
analytics for continuous improvement.  .  

 * Proven repeatable processes
 * Seamless integration with popular platforms
 * Measuring the complete client experience (internal/external)
 * Adaptive enablement and engagement science by vertical, role, persona, and
   more
 * Continuous improvement of processes and engagement

Templates

Guidance

Reciprocation

Systems




REQUEST DEMO


20%+
increase in efficiency
5X
For every rep action Engage does 5 more
30%+
increase in communication and collab



RESOURCES AND TEMPLATES TO GET YOU STARTED

CLIENT ONBOARDING CHECKLISTS

Create consistancy and accountability in the client onboarding process..

VIEW



MEETING RECAPS

Consistent and targeted and meaningful Recaps ensure clear communication and
next steps. 

VIEW



VISIT RESOURCE CENTER




ONBOARDING INSIGHTS FOR YOUR TEAM

4 Reasons Client Onboarding Fails

Onboarding is such a risky time for many organizations as the company has
invested tons on sales and marketing to get the new customer only to lose them
via an unsuccessful onboarding process. So how can you ensure your onboarding
process goes smoothly so you retain clients?

4 Keys to Successful Customer Onboarding

Are you working towards a better customer experience? Well, we have a few tips
to help! It all starts with successful onboarding since that sets the tone for
how the relationship will go from start to finish.

Better Outcomes Through a Customer Hub

Businesses are steadily adding more and more customer-facing teams. There’s no
longer just one customer support contact. Instead, there are teams dealing with
support, account management, renewals, professional services, and client
success, just to name a few.

SEE MORE INSIGHTS

HEAR FROM OUR CUSTOMERS.

CONTACT US TODAY





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