It’s not just about friendly customer engagement; you need to get all the data you need without it feeling hard.  Guiding new customers through this process seamlessly will ensure they remain engaged, connected and enticed.
Global organisations use Upwire’s customer onboarding platform to automate this process, to maximise customer engagement and sign-ups. This enhances customer engagement, which ensures frictionless customer onboarding and delivers an excellent customer experience from the beginning.

The importance of quick and easy customer onboarding

Every business wants to attract and retain customers, which is why it’s vital to ensure your customer onboarding solutions are optimised. The customer onboarding experience directly impacts both conversion rates, and ongoing customer lifetime loyalty and advocacy.
Because our customer engagement platform has a drag-and-drop interface, we enable non-technical business users to quickly and easily create and iterate multi-channel customer communications that help drive better customer onboarding experiences. It’s a really powerful tool.

Top tips to efficiently onboard customers

First, you must keep the process easy. If you need quite a lot of information, ensure your process allows customers to save and return. And break it into bite-size sections with more screens or frames – so it doesn’t feel overwhelming.  A long and tedious form will either lose you the customer before they sign-up – or will just annoy them at the first stage of your engagement.
Create an action-oriented and customer-centric process. Streamline and personalise the experience for each new customer, wherever you can. Consider including engagement ideas like interactive walkthroughs of your products so that you use the opportunity to positively reinforce the buying decision the customer has made.
Automating the customer onboarding process can be a positive and powerful experience for your customers – as well as hugely beneficial for your organisation for operational streamlining and cost-saving.
For more information on how we can help your business with customer onboarding automation and customer engagement solutions, contact our team today or try Upwire now.