Mixing self-service onboarding tactics with direct sales will maximize the number of customers your sales team can secure. In other words, let customers do as much as they can by themselves, and only involve the sales reps when needed.
Syncing in real time the onboarding status of a customer with the CRM will give sales teams the intel needed to increase their targets. Basically, knowing at which step the user is in the onboarding process gives your team the advantage to step in more efficiently, providing users with the necessary info right when it’s most needed.
However, in my experience, many companies still have a hard time defining the stages of their onboarding process. Not only that, but they also have problems pinpointing the precise moment when it ends. It’s quite delicate to try to sync the onboarding status with the users’ actions if you don’t know when the onboarding finishes. So,…