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Must-Track Customer Onboarding KPIs and Dashboards

Must-Track Customer Onboarding KPIs and Dashboards

FromCSM Practice - The Customer Success Podcast


Must-Track Customer Onboarding KPIs and Dashboards

FromCSM Practice - The Customer Success Podcast

ratings:
Length:
32 minutes
Released:
Jan 27, 2023
Format:
Podcast episode

Description

Customer onboarding, like any other process, needs constant improvement which also means keeping track of the changes  on an a regular basis. That is where the customer onboarding KPIs come in, making timely data-driven decisions is possible.In this podcast episode, Bree Pecci, Customer Success Enablement at ChurnZero, shares a list of customer onboarding KPIs their customers typically track.In addition, Bree walks us through their onboarding dashboard and explains how to adjust the customer’s health score during the onboarding phase.Here’s what you can expect listening to this episode:▪️ Recent onboarding KPIs trends and their importance to customer success.▪️ Business Insights that could be gained by tracking the proposed onboarding KPIs.▪️ 3 customer onboarding pillars explained.▪️ Get an in-depth understanding of how to read your KPIs and customer engagement.▪️ The benefits of logging customer success not only for the current customer, but also for future onboarding.▪️ How many and what types of surveys to send your customers during the onboarding process.▪️ Effectively managing customer onboarding data in an organized way.▪️ Additional onboarding KPIs resources.Listen to the full episode now!◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️Additional Resources? Blog: 3 New Customer Onboarding Best Practices https://www.csmpractice.com/3-new-customer-onboarding-best-practices/? eBook: How to Crush SaaS Customer Onboardinghttps://churnzero.com/ebooks/how-to-crush-saas-customer-onboarding-a-roundup-of-expert-advice-2/? Read more about onboarding metricshttps://churnzero.com/blog/baseline-saas-onboarding-metrics/? Video: Customer Success software implementation Best Practiceshttps://www.youtube.com/watch?v=3qMqOdtwGwg&feature=youtu.be? Video:  Customer Success onboarding at scale | Report Reviewhttps://www.youtube.com/watch?v=PqrMxPZgqdY⏬ Download: Customer Success Tech Stackhttps://csmpractice.lpages.co/tech-stack/? To learn more about ChurnZero: https://churnzero.com/live-demo-of-churnzero/?utm_source=ChurnZero+website+-+Live+demo◾️◽️◾️◽️◾️◽️◾️◽️? Visit our Website - CSM Practice? Subscribe to our YouTube Channel? Sign up for our Newsletter? Download Templates and InfographicsThanks for listening!
Released:
Jan 27, 2023
Format:
Podcast episode

Titles in the series (81)

Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!