Maria Nicolae

What tool do you use for customer onboarding?

by
As soon as the sales process is done, we're jumping on a call with our customers to onboard them and set some goals. However, it is hard to keep track of every customer, their goals, and where they are on the road to being successful with using Storylane. We're thinking of using Rocketlane (https://www.producthunt.com/prod...) for this. Any other suggestions?
30 views

Add a comment

Replies

Best
William Tate
Hubspot, the most reliable one
Maria Nicolae
@william_tate did use Hubspot, but couldn't find a way to easily track the onboarding process.
Razia Aslam
Hi, most of our wireless internet Cape Town customers are long-term. Therefore, we often create Whatsapp groups to keeping them in contact.
Aaikansh Agrawal
What are your thoughts on building a digital onboarding tool using a low code/no code tool? If you are interested then I will suggest you to check out DronaHQ (https://www.dronahq.com/). I also found this nice write-up on the Digital customer onboarding process (https://www.dronahq.com/digital-...)
Anu
We are launching a great AI tool that analyzes customer research 10x faster (https://www.producthunt.com/prod...)
Stephanie Beugras
We use stonly
Iuliia Shnai
I am building MarbleFlows Interactive simple flows for user onboarding and conversion. Happy to hear your feedback. https://www.marbleflows.com/temp...
Otavio Serra
Hello Maria, hope to find you well. Please take a look at boostio.ai. I am happy to make a call and show you a demo and more details. Feedback is also welcome. Trying to build something useful here.