
Using Totango’s Customer Onboarding SuccessBLOC, you’re able to see if a customer is struggling within the onboarding phase.
#SIMPLE CUSTOMER MANAGEMENT SOFTWARE HOW TO#
For example, you can track the time spent on customer training and measure this progress against historic expectations to understand where a customer is on their journey and how to proactively help them.
#SIMPLE CUSTOMER MANAGEMENT SOFTWARE SOFTWARE#
The data from your customer success software allows you to monitor and guide every step of the onboarding process. It is a critical first step, one that can define the customer’s attitude toward you and your product throughout their journey.

The onboarding process is all about giving customers the tools they need to integrate your product into their daily workflows. Let’s take a look at how customer insights can help you during the major stages of the customer journey: Onboarding How Customer Success Insights Help The Major Stages of the Customer Journey This knowledge is essential to creating a customer-centered enterprise that can generate ongoing value for customers. Alternatively, you can use the customer success platform to delve deeper into specific metrics, such as adoption rate, in order to examine the factors that matter most to your unique customer. This metric provides at-a-glance insight into a customer’s likelihood to renew and the stickiness of your product. You can generate an overview of a customer’s satisfaction with your product by combining key metrics into a singular health score.
