27 Proven Tactics for Faster Customer Onboarding: A Preview
Great onboarding stops churn at the source. We've collected 27 battle tested tactics to help you improve your customer onboarding process.
New Releases, Best Practices & Company Updates
We launched new features to make it easier to engage large buying centers, improve central overview of mutual action plans, and more!
Read moreIn one of our most important updates yet, we enable Valuecase to send automated notifications about due tasks, new comments and more to your prospects or customers.
Read moreOur API can save you hours. In this post, we'll delve into three practical use cases - enhancing sales efficiency, optimizing event lead conversion, and simplifying customer onboarding.
Read moreIntroducing the newest additions to our app in the October release update to enhance connectivity and collaboration.
Read moreOur latest release includes a major dashboard revamp and several quality-of-life improvements.
Read moreValuecase introduces a powerful Time to Completion Analytics dashboard, featuring reports that track progress, reveal bottlenecks, provide detailed insights, and allow flexible data filtering to enhance project understanding and efficiency.
Read moreValuecase introduces Gantt charts, offering a versatile, customizable block to track project phases, task progress, and deadlines seamlessly in a single view, enhancing your approach to onboarding, deals, and project planning.
Read moreWe have the most powerful API on the market – and with Zapier and Make.com it's now much more accessible.
Read moreDiscover how to use personalized microsites in outbound sales. Learn how to create and track tailored landing pages for each prospect, get actionable engagement insights, and increase demo bookings – all without risking email deliverability issues.
Read moreSmart onboarding incentives trump persistent nagging. Here’s how to structure contracts, pricing, and processes to ensure smoother, faster customer onboarding—without risking long-term relationships.
Read moreMeasuring onboarding isn't optional—it’s critical for consistent improvement. By tracking tangible metrics and using targeted tools, you can quickly pinpoint issues, align stakeholders clearly, and demonstrate the onboarding ROI.
Read moreMost onboarding complications aren't about missing meetings–they're about tasks slipping through the cracks between touchpoints. Using clear, tactical collaboration methods prevents this and keeps everyone aligned.
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