70,000+ Sales & CS Teams Run Their Deals in Aligned
That’s when the spreadsheet goes stale. Aligned gives every customer one live workspace where milestones, owners and next steps stay current.
#1 Client Portal
deel.
Aligned is helping us take things to the next level with one source of truth for the customer and process standardization.
Global Head of Expansion, Deel
Aligned helps keep the conversation in one place, which doesn’t become 16 billion emails. When I saw your platform, I was crying with joy!
Customer Success Manager, Causematch
Aligned helps our team gain more control and visibility over their accounts while allowing us to drive a consistent, and differentiated customer experience.
CRO, EasySend
Capabilities to run every onboarding in one shared workspace, keep customers on track, and see where each account stands.
Everything you need to know about the product and billing.
Customer onboarding software is a tool that helps businesses introduce customers to their products or services, educate them on how to use them, and ensure they get the most out of their experience. It plays a crucial role in setting the tone for customer engagement and can lead to increased customer retention and satisfaction.
Consider your business model and customer needs, determine whether you need high-touch or low-touch onboarding tools, assess the value of all-in-one tools vs. point solutions, decide between customer-facing and internal-facing software, and look for customizable or integrated tools to meet your unique requirements.
Onboarding portals provide customers with personalized dashboards, resources, and information for a user-friendly and interactive experience. Knowledge base software offers resources and information to help customers understand and use a product effectively. Customer success enablement tools support customer success teams in delivering value and improving the customer experience with various resources for customer engagement, feedback, loyalty, segmentation, analytics, and automation.
Some key features to consider when selecting customer onboarding software include:
Effective customer onboarding software helps ensure a smooth and positive onboarding experience, enabling customers to quickly understand and utilize the product or service. As a result, customers are more likely to stay satisfied, engaged, and loyal to the business, contributing to improved customer retention rates.
To ensure effective use of customer onboarding software, provide proper training for your team members, establish clear communication and collaboration channels, regularly evaluate the onboarding process for improvements, and encourage feedback from both customers and team members to continuously optimize the onboarding experience.
“It’s like someone shined a light on every part of a deal. We see who’s engaging and for how long, so we can anticipate needs and serve our prospects accordingly.”
Senior AE
“Aligned to cut down his team’s sale cycle and improve engagement with prospects.”
Country Leader
“Aligned cut days of back-and-forth on links, attachments, and follow-ups. Deals moved faster — our sales cycle dropped by about 30%.”
VP of Revenue
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