Customer onboarding, as smooth as it gets

Stop using that spreadsheet. Deliver a flawless customer onboarding, with everything a customer needs – all in one place.

• #1 Digital Sales Room #1 Client Portal

50,000+ Sales & CS Teams Run Their Deals in Aligned

95%

of the Buyer Journey Happens When You’re Not in the Room

gartner

(so get a room)

Meet Aligned, Your Customer Onboarding Workspace

• Project management built for customer collaboration
• Move from static boring spreadsheets to a collaborative platform
• Streamline onboarding and ensure all steps are followed
• Write notes, add attachments, and create sub-tasks
• All activities get sent to your clients’ emails for easy reminders

Aligned is helping us take things to the next level with one source of truth for the customer and process standardization.

Olivier Elbaz Global Head of Expansion, Deel

• Everything in one place; clients onboard themselves
• 75% of buyers prefer to self-serve (Gartner)
• 70% get loop in later in the deal (Gartner)
• Let AI Assist start the engagement for you
• Enable and influence more stakeholders

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!

Aviva Goodman Customer Success Manager, Causematch

• Smart insights to ensure everything’s on track
• Get alerts on all engagement in your workspace
• Analyze activity, page views, discussion views, and more
• Gain visibility into your onboarding and account health
• Make smarter decisions based on clients’ interactions

Aligned helps our team gain more control and visibility over their accounts while allowing us to drive a consistent, and differentiated customer experience.

Omer Shirazi CRO, EasySend

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FAQs

Everything you need to know about the product and billing.

What is customer onboarding software and why is it important?

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.

How do I choose the right customer onboarding software for my business?

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.

What are the differences between high-touch and low-touch onboarding tools?

• High-touch onboarding tools: Prioritize collaboration and communication, offering a hands-on approach and are suitable for complex processes and customers expecting a personalized experience.
• Low-touch onboarding tools: Focus on self-service and automation, making them ideal for low-barrier-to-entry SaaS products.

What are some examples of high-touch onboarding tools and their benefits?

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.

What are the key features to look for in customer onboarding software?

Some key features to consider when selecting customer onboarding software include:

• Ease of use and intuitive interface
• Customizable onboarding process and templates
• Integration with existing CRM or customer support systems
• Task management and tracking capabilities
• Reporting and analytics to measure onboarding success and identify areas for improvement
• Scalability to accommodate business growth
• Automation features to streamline processes and reduce manual work
• Collaboration and communication tools for team members and customers

How can customer onboarding software help improve customer retention?

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.

How can I ensure that my team effectively uses customer onboarding software?

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.