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CRM Onboarding

Onboarding your organization’s CRM data is an invaluable step towards 1:1 personalization, enabling you to target your visitors as efficiently and accurately as possible. This can be done with online behavioral data that is collected by platforms, as well as any online or offline data available exclusively in your CRM.

Which Data Attributes should we consider for CRM Onboarding?

Complementing your omnichannel personalization platform data with CRM data unleashes the true potential and value of what can be achieved when visitors arrive at your site. Make your visitors feel at home as you tailor their experience to their data, boost your site’s performance and increase conversions. See the full article for more details.

What does customer onboarding mean?

Customer Onboarding is an umbrella term that’s often used to describe the entire process that users go through when they start their journey as a customer of your product or service. The onboarding experience can define the ongoing relationship your customer has with the product. In other words: It’s critical.

What defines successful product onboarding?

Customer onboarding is the continuous process of first introducing your users to the platform, then connecting them with the right features at the right time. Onboarding is critical throughout a customer’s journey to ensure that they always get the most out of your product — thereby improving retention.

Why is client onboarding important?

Onboarding helps manage client expectations. A huge part of the onboarding process relates to ensuring clients know exactly what they’re getting (and what they’re not getting). Clients are able to get an idea of the process they can expect. Clients might take a tour of your agency and meet the team.

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