Published on February 27, 2014
4 Successful SaaS Onboarding Strategies by iridize
The Data The face of Onboarding theory and practice is constantly changing with: Img source: africa @FreeDigitalPhotos.com iridize.com Design trends Technological innovations Further understanding of user needs
Some basic truths about onboarding remain the same since the dawn of technology… Cartoon from here iridize.com
But the more technological we get… …the more we need tools to help us cope with the massive amount of learning we need to cram into the same 24 -hour-day Img Src: pixtawan @ FreeDigitalPhotos.com iridize.com
After-Sale-Service Matters. A lot. iridize.com
Balance should be maintained between two parameters: How often do we REALLY understand what kind of software we are getting into, right at the beginning? Source: http://www.flickr.com/photos/29174632@N00/2208944056 iridize.com
Quite a few SaaS providers offer services with benefits that are more complicated to explain than “we do your laundry” or “we fix hardware”. iridize.com
Img source: http://www.flickr.com/photos/cblue98/7254347346/sizes/o/ Services like Customer Relationship Management apps or various productivity optimizers – cannot convey the richness of their vision through a demo video. iridize.com
Being there for an extensive period of time, walking the user through their process of getting familiar and comfortable with your service – it matters. iridize.com
Planning Expectation Management cautiously. iridize.com
Img source: Ambro @ FreeDigitalPhotos.com iridize.com While promising unlimited support to a new user is tempting, it also impossible to deliver.
Don’t be afraid to set boundaries: 1.You are running a business 2.Hearing a “No” will help your customers trust your “Yes”. iridize.com
Rolling up sleeves: The Hands-On approach iridize.com
We’ve said it before: different people have different learning mechanisms. Providing a plethora of learning tools wide enough to accommodate everyone, ever – is unrealistic. iridize.com
This helps process the webapp’s visual patterns, addressing the needs of Visual Learners in the process Provide self-service guidance that lets the eyes Tired user try out the software themselves, get their hands dirty and gain confidence in their ability to handle the software. iridize.com
Balancing Engagement with Un-intrusiveness iridize.com
The most delicate aspect of onboarding strategies. Where does the line draw? Can we make assumptions about other people’s personal sense of privacy? Cartoon from here iridize.com
Today, most SaaS users have a broader definition of digital privacy, thanks to: Facebook Online shopping GPS-based mobile apps iridize.com
Sophisticated applications are expected to know enough about the user so as to anticipate moves and accommodate preferences. Screen shot from Lifehacker iridize.com
Onboarding solutions that can pick up where the user left off or pop up for specific user groups – are greeted with appreciation. Welcome back! Would you like to resume the walkthrough where your left it? iridize.com
Why Hope That Was Helpful! We Iridize Mobile? Read more about onboarding solutions at blog.iridize.com Or request a demo at firstname.lastname@example.org iridize.com
Presentación que realice en el Evento Nacional de Gobierno Abierto, realizado los ...
In this presentation we will describe our experience developing with a highly dyna...
Presentation to the LITA Forum 7th November 2014 Albuquerque, NM
Un recorrido por los cambios que nos generará el wearabletech en el futuro
Um paralelo entre as novidades & mercado em Wearable Computing e Tecnologias Assis...
Planning SaaS onboarding strategies is a delicate task, that should take into account design and UX trends alongside un-intrusiveness to users ...
A Quick Guide To Successful User Onboarding for SaaS ... GrooveHQ had this exact question when they noticed that their churn was hovering around 4.5%.
SaaS Growth Strategies. ... SaaS Customer Onboarding: Create a Successful Welcome Email. ... February 24, 2014 at 4:41 am. Lincoln, ...
SaaS Onboarding Optimization. Top 4 Salesforce onboarding tips. ... 4 Successful SaaS Onboarding Strategies.
Top SaaS Vendors use ... What Top SaaS Vendors Do To Ensure Successful Onboarding. ... The importance of investing in SaaS onboarding can be easily ...
4 Ways SaaS CEOs Can ... Condense your onboarding strategy to just five important steps ... about what successful customers did during onboarding, ...
4 Successful SaaS Onboarding Strategies ... Planning SaaS onboarding strategies is a ... on how to maximize the medium for successful on ...
SaaS Onboarding Optimization. Salesforce Certification Cost. Salesforce certification ensures that people in key roles have the Salesforce training and ...