Crealanta Magazine

The Top customer onboarding Software & Tools for 2023

Mar 7, 2023

This in-depth guide compares several customer onboarding software solutions as well as their cons and pros as well as what their clients are saying.

It's impossible to get another opportunity to give a impression on a customer, and this is the case for your client's experience after they buy. If they don't use your product and discover the process to be to be messy and chaotic it is likely that your chance to keep them interested and also repeating purchases are reduced dramatically.

That's that's where Customer Onboarding Software comes in. The process of onboarding your customers creates the mood for the user experience. It's the first impression that counts, with the help of new customer onboarding software, it will simplify the process of welcoming to customers in order for them to improve their value faster.

Customer onboarding software outlines the way you greet and assist new customersby providing customers with product or service-related information that will help them start swiftly and efficiently without getting confused by too many information or too much information all at all times.

In this post, we'll share ways to use software to onboard customers, what attributes you need to consider, and the best way to ultimately choose the best platform for your unique organization and objectives.

Skip ahead:

What exactly is Onboarding Software, and what are the positives?

But that's not all. Automating the onboarding process and processes, it makes it much simpler for customers who are new to get started quickly with the account set-up process. Thanks to software's capability to create personalized experiences for every customer, based on specific parameters, SaaS (Software as a service) customer onboarding tools boost the engagement of users in the course of time.

Key features to look for in SaaS software for customer onboarding

In determining which onboarding software features are most important to you, you must first analyze the current business procedures and top priority. For example, if you're working operating in the SaaS industry and find that your customers use only some of the features you offer then you'll require a client onboarding program that allows users to produce visually and audio-quality walk-throughs to increase the adoption of your services.

    Automated onboarding    

Scaling businesses don't have the time or capacity to manually enroll each customer -- that's where automation comes in. Automation for onboarding not only helps the software streamline the process for you, it also allows your customer to immediately begin their journey without any manual intervention or paper work.

By not having to handle administrative work, your users can engage in more important activities, such as learning more about your product.

    Tailored customer journeys    

    Comprehensive reporting & analytics    

The software you use for onboarding must have complete reporting and analytics tools that allow you to evaluate progress over time and find areas of improvement within your onboarding process.

The analytics you use will help increase conversion rates and reduce cart abandons during the registration process. In addition, reporting helps you stay on top of any rules pertaining to data privacy regulations.

    Non-intrusive data collection    

For you to create personalized experiences and modify your onboarding procedure, you need the right data. Use software that will allow users to gather relevant data from your clients without creating an intractable, lengthy process.

Select the SaaS software for customer onboarding which allows you to gather information without becoming overly demanding of your customers. The key is to keep the customers interested as they progress through the process of onboarding and not be exhausted by the long forms.

    Integration capabilities    

Find software for onboarding customers that can integrate with multiple methods, including online portals, email SMS, as well as the top communication tools your customers use. It allows you to connect with them using the method they prefer to use as well as increase their engagement through the entire process. This can also assist you understand what channels lead to most conversions, so that you will be able to improve those strategies.

Customer Success All-star: Echosec Systems

If you're seeking an example of a well executed onboarding plan, look no further than our very personal Plus Client Echosec Systems and their onboarding course "Echosec Basics"

Image of Echosec Systems Onboarding Course: Echosec Essentials
Image of Echosec Systems Onboarding Course: Echosec Essentials

Echosec Systems delivers web-based data discovery tools for security intelligence.

Beginning in 2020, the Echosec started Echosec Essentials - its online customer education program built to increase Echosec users' understanding as well as overall adoption of the Echosec product.

Before launching Echosec Essentials, the company offered live onboarding for every customer. They followed these sessions with other materials, such as quickstart guidebooks, user guides and access to the knowledge base. While this information was helpful, customers continued to request video tutorials to help with their continuing platform education.

It was apparent that the Echosec team realized there an inconsistency between the materials for education they were providing and what they wanted from their clients. This meant that certain features and capabilities were underutilized, indicating customers were not using the platform to its capacity.

The customer-training materials already developed The team developed their customer onboarding course before programming it using Plus. Launch of Echosec Essentials resulted in increased usage of the product, adoption of features and participation :

"The program has increased the learning outcomes for our younger customers. They're taking time to review the entire set of features we offer in order to understand the fundamentals of our platform right at the beginning. This has also proven to be effective for our existing clients. They've been exposed to some of our advanced technologies that they weren't aware existed before."
Grace Tilmont head of Customer success, echosec systems

The 7 Best C users Software Solutions for Onboarding Software Solutions

Here are the best Customer Onboarding Software Solutions. Click the links to skip through.

  1. Plus
Pros
  • Conscient Customer Success Team
  • Advanced Customization
  • Open API & Automations

Cons

  • Lengthier sales process
  1. WalkMe
Pros
  • UI Intelligence
  • In-depth insight
  • Solutions Accelerators

Cons

  • Steep learning curve
  • Some of the latest features (such as Adaptive flow) can only be downloaded for certain platforms.
  1. UserPilot
Pros
  • Survey Implementation
  • User Segmentation
  • Audio-visual Walkthroughs

Cons

  • Limited capability of integration
  1. UserGuiding
Pros
  • User segmentation
  • No code user onboarding flows and checklists
  • NPS surveys

Cons

  • It is challenging to target parts by classes in some situations.
  1. Customer Success Box
Pros
  • Determine the Customer Health Score
  • Custom reporting and dashboards
  • AI opportunity detection

Cons

  • Customization of reports is limited.
  1. RocketLane
Pros
  • Project Mapping feature
  • Baselining/KPI goal setting feature
  • Discussions feature

Cons

  • A limited storage capacity based on the plan
  • Many tools and featured have a price premium compared to others "project managing" tools
  1. Guide CX
Pros
  • Mass Updates
  • Issue tracking
  • Checklists

Cons

  • Limitations with Salesforce custom field integration

Plus

  • Ideal for: Companies that prioritize customer retention and rely on the renewal of revenue
  • Price Variation: Request pricing based on your needs

Are you losing clients because they're not getting the value in the services you offer? An effective online education program helps streamline onboarding for users, boost retention, and provide new avenues to engage customers more deeply.

You can also move it one step further and offer specific training for your subject that is more than just product knowledge.

to help your customers become more successful--and loyal--customers.Your plan to scale your customer onboarding efforts should include Plus if you know growth will be in your future!

The Key Features

  • Advanced Customization Create seamless user experience using white labeling, SSO, and CSS customizability.
  • Open API & Automations: Design the most enjoyable experiences for your customers with our robust API and app.
  • Enterprise Reliability and Safety: Trust that the data of your customers and their content are protected with safe Cloud hosting that is secure and safe, including SSL certifications.
  • Multiple Environments: Create and manage unique experiences with multiple websites to accommodate different types of products or usage scenarios.
  • Manage and store your content How you organize and store your content is key in ensuring that your clients consume it. Plus is a superior way to organize, store and search for all content in your training.
  • 24 Hour Availability: Your clients can learn at their own time with convenient access to courses 24/7.

Ratings

WalkMe

  • Ideal for: Product-led businesses interested in creating heatmaps of customer activity which require no-code solutions in SaaS products
  • Price Range: Contact sales for a custom quote

WalkMe's cloud-based Digital Adoption Platform takes a customer-focused approach to the adoption of software, enabling you to provide high-quality customer experiences that directly impact your financial results. WalkMe lets CIOs and executives to quickly identify problems that users face increasing customer and employee productivity without the need to write only one word of code.

Key Features

  • UI Intelligence: Quickly identify the friction points within the business process using AI-driven analytics that detects form-usage issues across multiple platforms. Then, use that information to design content with immediate effect by making use of
  • Analytics: Gain a deeper understanding of how your customers use the service so that you can enhance the user experience and increase adoption.
  • Solutions Accelerators : WalkMe uses already-configured platforms that can show you the top use cases, making the WalkMe development process more efficient and simpler than ever before.

Ratings

Userpilot

  • is ideal for Tech companies and SaaS service providers that want to make their evolving products easier to use.
  •    Price Band  

Userpilot helps product, UX and the customer service teams increase user adoption via extremely customizable experiences that you build right on top of your own product. Using Userpilot, teams can enhance onboarding of new customers as well as trigger interactive guides to guide users at just the right time. When your service is evolving fast, Userpilot makes it easy users to learn about new features.

Principal Features

  • Survey Implementation  It is easy to give NPS survey to customers at scale
  • audio-visual walkthroughs  Provide quality audio and video walkthroughs depending on the way your customers prefer to use content

Ratings

UserGuiding

  • The best choice for Businesses that are focused on increasing user engagement and onboarding metrics with an easy-to-use product walk-through
  •    Price Variation:  

You'll be awestruck by UserGuiding If your aim is to boost the usage of your product and helping clients gain value immediately. Experiences onboarding are crucial for customer satisfaction as well as lifetime value. UserGuiding makes it easy to wow customers with detailed guidance and assistance. UserGuiding is a great tool for providing your customers with an intuitive onboarding and quicker product adoption experience.

Key Features

  • User segmentation: Through UserGuiding's segmentation function, you are able to personalize the experience of each user. Every user has a unique learning experience for them to accomplish their goals.
  • User onboarding flows that do not require code and checklists: It is easy to develop user-friendly onboarding flows, as well as interactive checklists that include tutorial pop-ups that showcase innovative functions. Make your customers power users by guiding them in a step-by-step manner in gaining more acceptance of your products.
  • NPS Surveys: NPS surveys capture important customer insights as well as measure satisfaction. Utilize automated user feedback prompts to collect information and take important product decisions.

Ratings

  • G2 Score 4.7 five out of 5.
  • Good review: "Great product, backed by the best support team I've seen."
  • Poor review: The Analytics felt basic

CustomerSuccessBox

  • Best for  businesses that want to increase retention , and lower churn rates by closely monitoring account health
  • Price Range: Contact sales for a custom quote.

CustomerSuccessBox is an AI-powered onboarding program designed for delivering "proactive" customer wins. It was designed specifically for B2B SaaS businesses It tracks customer adoption in order to know how your onboarding process for customers performs. CustomerSuccessBox helps you deliver an unmatched customer experience to increase customer retention, reduce churn, and expand your company.

Key Features

  • Customer Health Scores: The system calculates a score for each customer by analyzing their overall satisfaction. This lets you determine which customers to prioritize
  • Dashboards and Reporting: Access to customized and pre-built dashboards and reports, so you can choose your personal journey of customization
  • Opportunity Identification: Using AI, the platform highlights cross-sell, upsell, and white space opportunities which allows you to transform into an revenue-generating machine.

Ratings

  • G2 score: 4.5 from 5
  • Good reviews: "Great tool to see 360 degrees of your accounts"
  • Poor review: "It is time-consuming to setup"

Rocketlane

  • Ideal for: Organisations that require seamless collaboration between teams via document collaboration and communication
  •    Price Variation:  

Rocketlane provides seamless customer onboarding and implementation user experiences. Enterprises with a reputation for excellence make use of Rocketlane to improve project predictability and efficiency, reduce time-to-value and enhance the customer experience.. It is easy to monitor resources, time, portfolios, budgets, as well as business intelligence, ensuring you can ensure that your projects stay within the timelines and budgets. Rocketlane integrates document collaboration, project management, and communication into a effortless user experience.

The Key Features

  • Project Map: Easily map your projects with milestones, due dates Deliverables, Interdependencies and milestones.
  • KPIs / Baselining: Understand how each project performs at every step of the way with important performance indicators or baseline assessment.
  • Discussions: Facilitate collaboration, and build community by allowing to bring multiple users into public or private discussions

Ratings

  • G2 Score 4.7 out of 5
  • Excellent Reviews: "Straightforward interface and excellent support program"
  • Poor review: "Good Application with a lot more adjustments needed."

Guide CX

  • is ideal for Businesses that require to build onboarding roadmaps and want to reduce implementation time for their customers
  • Price Range: Contact sales for a custom quote

GUIDEcx allows for that seamless handoff between the sales and implementation process, creating a wow-worthy customer experience. By making customer onboarding easier than ever, they help companies drive engagement, increase efficiencyand capacities without degrading the level of customer service. Best of all, the platform is easy to integrate with the existing technology stacks.

Principal Features

  • Mass Updates allows users to simultaneously update several tasks across several projects, resulting in consistent, accurate data at scale
  • Issue Tracking Monitor issues on a task or project level , and track resolutions to ensure every customer is looked after and satisfied
  • Checklists Create checklists that track the progress of projects onboarding making sure that no hurdles are left unturned during the process of onboarding.

Ratings

  • G2 Score: 4.7 5.
  • Good Reviews: "Best and Most Comprehensive collaborative PM tool, with the most professional team"
  • Poor review: "The software is nice, however, the custom field integration that it has to Salesforce can be a challenge"

Conclusion

The software for customer onboarding is a must-have tool if you want to build long-term relationships with your customers by providing them with unforgettable customer experience. Your team will no longer need to be occupied with boring tasks like creating accounts, answering simple questions and keeping the records of customers by using customers onboarding software.

If you are looking for the best customer onboarding software for your unique needs consider options for customizing including analytics, scaling choices, and integration capabilities.

By using the appropriate customer onboarding program within your arsenal, you can make memorable customer experiences that make an impact on the first impression of your customers and lead to customer loyalty and regular revenues.