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Onboarding Management

Customer Success is now directly in the deal flow, getting notifications upon deal close and providing a customizable onboarding flow with supporting metrics to understand performance.

Onboarding Software for Customer Success

Too often, CS is missing critical software in the deal workflow. No longer. Immediately post deal close, new customers are handed over to Customer Success for onboarding.

Custom Onboarding Check Lists

However you define a successful onboarding – capture it in the Onboarding Templates feature. Create multiple versions and evolve over time.

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Track Onboarding Performance

Once an onboarding starts, the timeliness of the onboarding is a critical KPI. We’ve got you covered – total time from onboarding assignment to last checked item is completed is tracked and viewable.

Frequently Asked Questions (FAQs)

Is the Head of Customer Success required to assign new onboarding cards to members?

Yes, the platform does respect the relative complexity of B2B deals. As a result,

Am I able to customize my onboarding task list?

Yes, you can make it whatever you’d like. Create multiple versions – make any single on active at any time.

Does all of CS have access to the Onboarding screen?

Subrise maintains a list of advised role access controls and does default to having all of Customer Success – Head of Customer Success and Member of Customer Success – have access to this feature. Note, you have the controls to override them at the persona level or for a specific individual.

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