Do you have a business that requires onboarding? This could be starting new clients on your online platform. Or knowing how people interact during your webinar. Or maybe you use multiple platforms and need to train your new employees on how to use them. No matter the reason you need to teach your new customers or employees, it’s important that you have customer success. Nothing is more frustrating than not being able to use a new platform! Here are a few tips on how to make that transition easier for your customers or employees.
Set up a Call
One of the best ways to walk someone through a system is to help them through it. And if they don’t work or live nearby, then calling them and screen sharing is a great way to help them learn how to use a system. And this way they can ask any questions they come across while using it.
Taking step by step screenshots or is also a good way to help new customers and employees see how to use a new software. Showing them a step by step guide will help them visually see what they should be doing and looking at.
If you have a larger company and have more than a few people to show how to use your system, then a better option would be to use customer success software User IQ. User IQ not only helps you set up guided tours of your software, but also allows you to better understand your clients and how they’re using your product. You can see what they’re doing in your application and what they’re missing so you can help them have greater employee or customer success.
My husband used to work as a corporate trainer and he was in charge of onboarding new employees. He was located at the corporate office and employees were all over the country. He noticed that it was really hard to get people to do their training. Especially when they’re trying to get to know other aspects of their job. People often think they don’t have the time or patience for training, but managers know how important it is. Using systems correctly helps the entire company work efficiently.
Using a customer success platform helps people be more likely to use new functions and to be less frustrated in the process. UserIQ combines user intelligence, customer health, and targeted engagements to deliver what each customer needs to be successful at every moment. With 62,000 users assisted, this could be the solution to your onboarding troubles.