Best Salesforce Customer Onboarding Apps
Customer experience is king. Today’s brands need to make sure they engage with their customers every step of their journey, especially welcoming them. The days where transactional relationships with customers are long gone because they will expect more value from your brand. One crucial factor is onboarding customers to your brand in a more engaging way so using Salesforce Customer Onboarding Apps can be game changers to your business.
iDialogue
Precursive OBX
Cloud Coach Team
TaskRay
Advantages of a Customer Onboarding App
Increase user adoption and retention rates
Customer onboarding apps educate users on product usage, increasing value and retention. Investing ensures users understand, reducing app deletion rates.
Lower costs in customer support
Customer Onboarding Apps offer self-service tools like videos and tips for better product understanding, available round-the-clock for accessibility.
Higher upsells and cross-sells
Customer onboarding apps offer insights into customer usage, aiding in targeted recommendations and product improvement strategies based on activity analysis.
How do Customer Onboarding Apps work for Salesforce?
You can do it seamlessly from planning to scheduling once you integrate the Customer Onboarding App with your Salesforce platform. You will have complete visibility over the most critical information, enabling you to manage your team and customers.
You can customize the Onboarding processes based on your company needs, and you will also have access to short reports that help you analyze the success rate of your onboarding procedures.
You can customize the Onboarding processes based on your company needs, and you will also have access to short reports that help you analyze the success rate of your onboarding procedures.
Self-Support Customer Onboarding
Create info hub for independent issue resolution & product exploration.
Email Customer Onboarding
Guide new subscribers through effective product usage via welcome emails.
In-app Customer Onboarding
Ease app navigation with step-by-step guides & tutorials.