The complete guide to customer onboarding

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customer onboarding">The complete guide to customer onboarding</strong> </div> <div class="col-3 page-nav"> </div> </div> </div> </section> </header> <section id="status-banner" class="status-banner status- hide"> <div class="container"> <div class="row"> <div id="status-banner-target" class="col-12 status-content"> </div> </div> </div> </section> <div class="modal fade status-banner-modal" id="statusBannerModal" tabindex="-1" role="dialog" aria-hidden="true"> <div class="modal-dialog modal-lg" role="document"> <div class="modal-content"> <div class="modal-header"> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="embed" id="status-banner-modal-target"> </div> </div> </div> </div> </div> <main role="main" id="mainContent"> <a id="top" class="anchor"></a> <div class="sr-only page-title-visibly-hidden"> <h1>The complete guide to customer onboarding</h1> </div> <div class=""> <section class="full-width-promo-with-background-image orientation-left theme-primary" > <a name="scanner-guide" class="anchor"></a> <div class="image-container"> <picture> <source media="(max-width: 576px)" srcset="/-/media/project/scanners/guide/customer-onboarding/customer_onboarding_hero_sm.jpg?mw=576&hash=EE495FED5E9583C582EE2F0255A35128" /> <img src="/-/media/project/scanners/guide/customer-onboarding/customer_onboarding_hero_lg.jpg?mw=1440&hash=39E055E8EC2BC2B74121745515897C37" alt="" /> </picture> </div> <div class="content-wrapper"> <div class="container"> <div class="row align-items-center"> <div class="content-col col-lg-6"> <div class="content-container"> <div class="text"> <div > <h2 class="heading-1 eyebrow-text">Scanner Guide</h2> <h3 class="heading-2">The complete guide to customer onboarding</h3> </div> <div class="body" > <p><span>How to increase customer retention by ensuring a smooth onboarding process</span></p> </div> </div> </div> </div> </div> </div> </div> </section> </div> <div class="dynamic-ph container pb-0"> <div class="row"> <div class="col-md-6"> <section class="content-block generic mb-0 pb-0" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{180137f2-e96c-4270-9a45-3661723c9d46}" data-datasource-id="{42BD1A70-C31E-41D4-AC51-C199EE088CF9}" data-target=""> <div class="content-block-container" > <div class="content-block-content-wrapper"> <div class="content-block-content-container"> <p class="body-copy-primary-xl-medium mt-4">You鈥檝e made the sale and acquired a customer. Congratulations! Now the hard work of customer onboarding begins. </p> <p class="body-copy-primary-xl-medium mt-4">Customer onboarding picks up where acquisition leaves off. It is designed to further introduce your customer to the benefits and value of your product. It can be as simple as a welcome email or as complex as a full walkthrough of how to use your product. </p> <p class="body-copy-primary-xl-medium mt-4">Whatever your product or service, and however complex your onboarding may be, the following tips and techniques will help you create an onboarding process that can lead to greater customer retention and ultimately higher profits. </p> </div> </div> </div> </section> </div> <div class="col-md-6"> <section class="content-block details background-color-off-white mb-0 pb-0 theme-primary" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{eb744d4f-9a14-4fb9-8627-d65ecc6fd05f}" data-datasource-id="{7229AE53-78BB-4861-A58D-6F401366C1DC}" data-target=""> <div class="content-block-container" > <div class="content-block-heading-wrapper"> <div class="content-block-heading-container"> <h3 class=""> Jump to a section... </h3> </div> </div> <div class="content-block-content-wrapper"> <div class="content-block-content-container"> <ul class="themed-bullet bullet-square theme-primary"> <li><a href="#customer-onboarding">What is customer onboarding? </a></li> <li><a href="#develop-process">How to develop a customer onboarding process</a></li> <li><a href="#best-practices">Customer onboarding best practices</a></li> <li><a href="#customer-tools">Customer onboarding tools</a></li> <li><a href="#customer-software">Customer onboarding software</a></li> <li><a href="#customer-metrics">Customer onboarding metrics</a></li> <li><a href="#ricoh-scanners">fi and SP Series Scanners</a></li> </ul> </div> </div> </div> </section> </div> </div> </div> <section class="gradient-promo"> <div class="container"> <div class="row"> <div class="col-12"> <div class="content-container"> <a name="meet-with-the-experts" class="anchor"></a> <h2>Meet With The Experts</h2> <p>No salesy spiels. Let's help solve your problem.</p> <a href="https://cta-redirect.hubspot.com/cta/redirect/8095496/96b500fb-9111-46e0-ae20-2059781a2cee" DisableDescription="True" rel="noopener noreferrer" class="btn btn-primary" target="_blank">Learn More</a> </div> </div> </div> </div> </section> <div class=""> <section class="full-width-promo-with-background-image orientation-left mb-0 theme-primary" > <a name="customer-onboarding" class="anchor"></a> <div class="image-container"> <picture> <source media="(max-width: 576px)" srcset="/-/media/project/scanners/guide/customer-onboarding/what_is_customer_onboarding_sm.jpg?mw=576&hash=D14CC877CE945AEEE61935417952609D" /> <img src="/-/media/project/scanners/guide/customer-onboarding/what_is_customer_onboarding_lg.jpg?mw=1440&hash=1898BBDAE39A2E9EF00C67225D79C8DB" alt="" /> </picture> </div> <div class="content-wrapper"> <div class="container"> <div class="row align-items-center"> <div class="content-col col-lg-6"> <div class="content-container"> <div class="text"> <div > <h2 class="heading-1">What is customer onboarding?</h2> </div> <div class="body" > <p class="body-copy-primary-xl-medium mt-4"> </p> <p class="body-copy-primary-xl-medium"> </p> </div> </div> </div> </div> </div> </div> </div> </section> </div> <section class="subhead-content-block standard alignment-left theme-primary"> <div class="container"> <div class="row justify-content-center"> <div class="col-9"> <p class="body-copy-primary-xl-medium mt-4">Customer onboarding is the process of introducing customers to a product and nurturing them in its use. It’s what happens after the sale is made to demonstrate the value of the product. Successful onboarding should both educate the onboarding customer and gather information. </p> <ul class="themed-bullet bullet-square compact theme-primary background-color-off-white py-2 px-5" style="text-align: left;"> <h3 style="text-align: left;">Why customer onboarding is important: </h3> <li><a rel="noopener noreferrer" href="https://www.salesforce.com/content/dam/web/en_us/www/documents/e-books/state-of-the-connected-customer-report-second-edition2018.pdf" target="_blank">Studies show</a> a connection between successful new customer onboarding and long-term customer satisfaction. </li> <li>70% of customers say service agents who are aware of sales interactions are very important to keeping their business. </li> <li>84% of customers say being treated like a person, not a number, is very important to winning their business. </li> </ul> </div> </div> </div> </section> <section class="callout-deck background-color-off-white items-per-row-3 pb-0 benefits theme-primary" data-show-more="3"> <div class="container"> <a name="creating-a-successful-onboarding-strategy" class="anchor"></a> <div class="deck-header"> <div class="deck-header-body"> <h2 class=""> Creating a successful onboarding strategy </h2> </div> </div> <div class="card-deck justify-content-center main-content"> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{55becb36-aa54-40b2-a048-7d752486db25}" data-datasource-id="{45E8E700-9CB2-41CD-9A64-D71EA18E74EC}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Choosing the right model </h3> <div class="card-text-container"> <div class="card-text"> <p>Self-serve: Users will complete the process largely on their own. </p> <p>Low-touch: This combines a self-serve approach with a low level of guided onboarding. </p> <p>High-touch: Onboarding from a dedicated customer manager or representative.</p> </div> </div> </div> </div> </div> </div> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{b2a27eb1-d452-422b-926a-6f0e0002a77b}" data-datasource-id="{588AEFCD-8837-4FE2-AC8E-D7E0124AB233}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Crafting the initial walkthrough </h3> <div class="card-text-container"> <p class="card-summary"> This is the customer鈥檚 first experience with your product. This step goes beyond the marketing pitch and demonstrates the product in a practical way. This step is what most people envision when they think of onboarding, and it is a critical phase of the process. This is especially useful with SaaS customer onboarding. </p> </div> </div> </div> </div> </div> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{66e7a396-ff26-4e98-9aa2-4eff873647e7}" data-datasource-id="{06EF7E65-A37B-46BF-902E-05CAD9D0D3E3}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Collecting feedback </h3> <div class="card-text-container"> <p class="card-summary"> This phase of onboarding allows you to gather information about the customer, how they use the product and their onboarding experience. It鈥檚 a useful way to identify product inefficiencies, incorrect product use, or gaps in your features or services. You can then use the resulting information to improve your products and onboarding process. </p> </div> </div> </div> </div> </div> </div> </div> </section> <section class="info-block theme-primary"> <div class="container"> <div class="row"> <div class="col-lg-8 content"> <i class="info-information"></i> <strong>Read more about customer onboarding in<a href="/blog/what-is-customer-onboarding"> What Is Customer Onboarding?</a></strong> </div> </div> </div> </section> <section class="info-block theme-primary"> <div class="container"> <div class="row"> <div class="col-lg-8 content"> <i class="info-question"></i> <p><strong>Did You Know? </strong><a href="/scanners/scansnap/ix1600"></a>PC Magazine called the RICOH fi-8040 “an excellent entry-level document scanner.” <a href="https://www.pcmag.com/reviews/ricoh-fi-8040-document-scanner" target="_blank">Click here to learn more.</a><a href="/printers/black-and-white-multifunction-laser-printer-132-mf"> </a></p> </div> </div> </div> </section> <section class="content-block guide-divider"> <div class="content-block-container"> <div class="content-block-content-wrapper"> <div class="content-block-content-container"> <ul> <li class="previous"> <h4><a href="#scanner-guide">Previous Section</a></h4> <h5>Scanner Guide</h5> <p>The complete guide to customer onboarding</p> </li> <li class="top"> <h4><a href="#top">Back To Top</a></h4> </li> <li class="next"> <h4><a href="#develop-process">Next Section</a></h4> <h5>How to develop a customer onboarding process</h5> <p></p> </li> </ul> </div> </div> </div> </section> <div class=""> <section class="full-width-promo-with-background-image orientation-left mb-0" > <a name="develop-process" class="anchor"></a> <div class="image-container"> <picture> <source media="(max-width: 576px)" srcset="/-/media/project/scanners/guide/customer-onboarding/customer_onboarding_process_sm.jpg?mw=576&hash=3BFD5BE0A099F2BAC628A5C82843F2CA" /> <img src="/-/media/project/scanners/guide/customer-onboarding/customer_onboarding_process_lg.jpg?mw=1440&hash=8FBFDCCAFD4BCCD2A5B39C58F4AAAA19" alt="" /> </picture> </div> <div class="content-wrapper"> <div class="container"> <div class="row align-items-center"> <div class="content-col col-lg-6"> <div class="content-container"> <div class="text"> <div > <h2 class="heading-1">How to develop a customer onboarding process</h2> </div> <div class="body" > </div> </div> </div> </div> </div> </div> </div> </section> </div> <section class="subhead-content-block standard alignment-center"> <a name="develop-process" class="anchor"></a> <div class="container"> <div class="row justify-content-center"> <div class="col-9"> <p class="body-copy-primary-xl-medium mt-4" style="text-align: left;">Your customer onboarding process is your chance to make a great first impression and begin the journey of customer retention. Regardless of what you sell, there are a few steps you can take to ensure a smooth and stress-free onboarding experience. </p> <ul class="themed-bullet bullet-square compact theme-primary background-color-off-white py-2 px-5" style="text-align: left;"> <h3 style="text-align: left;">How to think about the customer onboarding process: </h3> <li>There is no “one size fits all.”</li> <li>Onboarding processes vary depending on industry, platform, and use cases. </li> <li>The steps may vary, but the general principles don’t. </li> </ul> </div> </div> </div> </section> <section class="callout-deck background-color-off-white benefits" data-show-more="3"> <div class="container"> <a name="stages-of-the-customer-onboarding-process" class="anchor"></a> <div class="deck-header"> <div class="deck-header-body"> <h2 class=""> Stages of the customer onboarding process: </h2> </div> </div> <div class="card-deck justify-content-center main-content"> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{fee7f572-1268-4c04-9fc0-2631f418672e}" data-datasource-id="{9639A6CB-61D4-4034-BD82-9B378AD08A8E}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Help customers sign up </h3> <div class="card-text-container"> <p class="card-summary"> If your service requires customers to create an account, this step should be as quick and as painless as you can make it. Ask for as few details as possible to streamline this step. It鈥檚 also helpful to give onboarding customers feedback on acceptable password length and makeup before they select their password instead of with an error message. </p> </div> </div> </div> </div> </div> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{589d23ca-8bfd-42ec-a5f7-cc4a224ca772}" data-datasource-id="{FFBE15A6-260A-46F6-98C9-0E8BECA081F6}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Send welcome email </h3> <div class="card-text-container"> <p class="card-summary"> This email serves two functions. First, it will confirm for the customer that their account has been created and serve as a reference to that fact later on. Second, this email will set the tone for your future relationship. It can be perfunctory, but consider adding some flavor to personalize the interaction. </p> </div> </div> </div> </div> </div> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{6149cf13-d011-4b1d-a145-c67df2f061cf}" data-datasource-id="{4083E89F-2011-46DE-A999-76CF6F25EBEB}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Encourage the initial login </h3> <div class="card-text-container"> <p class="card-summary"> Once your customer has created an account, you may want them to log in and begin using your service as quickly as possible. You can encourage this login either by sending a login link with the welcome email or by redirecting customers to a login page on your website after they have created their account. </p> </div> </div> </div> </div> </div> </div> </div> </section> <section class="info-block theme-primary"> <div class="container"> <div class="row"> <div class="col-lg-8 content"> <i class="info-information"></i> <strong>For more steps to creating a customer onboarding process, read <a href="/blog/customer-onboarding-process">How to Develop a Customer Onboarding Process.</a></strong> </div> </div> </div> </section> <section class="content-block guide-divider"> <div class="content-block-container"> <div class="content-block-content-wrapper"> <div class="content-block-content-container"> <ul> <li class="previous"> <h4><a href="#customer-onboarding">Previous Section</a></h4> <h5>What is customer onboarding?</h5> <p><p class="body-copy-primary-xl-medium mt-4"> </p> <p class="body-copy-primary-xl-medium"> </p></p> </li> <li class="top"> <h4><a href="#top">Back To Top</a></h4> </li> <li class="next"> <h4><a href="#best-practices">Next Section</a></h4> <h5>Customer onboarding best practices</h5> <p></p> </li> </ul> </div> </div> </div> </section> <div class=""> <section class="full-width-promo-with-background-image orientation-left mb-0" > <a name="best-practices" class="anchor"></a> <div class="image-container"> <picture> <source media="(max-width: 576px)" srcset="/-/media/project/scanners/guide/customer-onboarding/customer_onboarding_strategy_sm.jpg?mw=576&hash=96AE20461035F6165B00E6C57C7AE51C" /> <img src="/-/media/project/scanners/guide/customer-onboarding/customer_onboarding_strategy_lg.jpg?mw=1440&hash=0F5A5630652AA56960A839E98D11AC20" alt="" /> </picture> </div> <div class="content-wrapper"> <div class="container"> <div class="row align-items-center"> <div class="content-col col-lg-6"> <div class="content-container"> <div class="text"> <div > <h2 class="heading-1">Customer onboarding best practices</h2> </div> <div class="body" > </div> </div> </div> </div> </div> </div> </div> </section> </div> <section class="subhead-content-block standard alignment-left theme-primary"> <div class="container"> <div class="row justify-content-center"> <div class="col-9"> <p class="body-copy-primary-xl-medium mt-4">As the saying goes, you only get one chance to make a great first impression. Onboarding sets the tone for your entire relationship with your customer. Successful onboarding can lead to good long-term retention. Unsuccessful onboarding can lead to churn. These tips and examples will help you build your onboarding process. </p> <ul class="themed-bullet bullet-square compact theme-primary background-color-off-white py-2 px-5" style="text-align: left;"> <h3 style="text-align: left;">Keep it simple </h3> <li>Ask for only the information you absolutely need. </li> <li>Make it clear that additional details are available, but don’t force the customer into an interaction. </li> <li>The key is to reduce friction as much as possible to make onboarding smooth and painless. </li> </ul> </div> </div> </div> </section> <section class="callout-deck background-color-off-white pb-0 benefits theme-primary" data-show-more="3"> <div class="container"> <a name="additional-onboarding-tips-to-consider" class="anchor"></a> <div class="deck-header"> <div class="deck-header-body"> <h2 class=""> Additional onboarding tips to consider </h2> </div> </div> <div class="card-deck justify-content-center main-content"> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{3134a5fb-f313-4c9d-b954-8d996213f83a}" data-datasource-id="{8E4D21D7-34DE-41ED-B1EF-B3F28C40AC82}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Be engaged </h3> <div class="card-text-container"> <p class="card-summary"> Communicate to your customers that you are listening to their concerns and feedback. This will go a long way to cementing the relationship and starting it off on the right foot. Genuinely listen to feedback and personalize your communications with your customer. </p> </div> </div> </div> </div> </div> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{49f5f3af-d31a-4f14-bf9a-ef27c1cdaecc}" data-datasource-id="{BEF86188-D089-479F-9D44-4B16C38D38B5}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Process requests quickly </h3> <div class="card-text-container"> <div class="card-text"> <p>People <a rel="noopener noreferrer" href="https://www.prnewswire.com/news-releases/new-study-shows-consumers-are-less-patient-than-ever-businesses-are-falling-behind-301672999.html" target="_blank">value their time</a> as much (if not more) than their money. Two-thirds of consumers value speed as much as price and more than half have hired the first business to respond to their inquiries. In other words, customers are impatient. Treat each transaction like a priority and process them quickly to meet customer expectations.</p> </div> </div> </div> </div> </div> </div> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{f08828fd-5e2b-4097-9f6d-90bd840d2831}" data-datasource-id="{D93DB71C-84D6-42E8-85FB-41DA85E9331A}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Protect customer data </h3> <div class="card-text-container"> <p class="card-summary"> It is critical to protect a customer鈥檚 sensitive data and safeguard it from loss or theft. Look for security processes that will integrate well with your existing IT infrastructure, like secure document scanners. </p> </div> </div> </div> </div> </div> </div> </div> </section> <section class="info-block theme-primary"> <div class="container"> <div class="row"> <div class="col-lg-8 content"> <i class="info-information"></i> <strong>For more tips and examples, read<a href="/blog/printer-recycling"> </a><a href="/blog/customer-onboarding-strategy">Customer Onboarding Strategy: Examples and Best Practices.</a></strong> </div> </div> </div> </section> <section class="content-block guide-divider"> <div class="content-block-container"> <div class="content-block-content-wrapper"> <div class="content-block-content-container"> <ul> <li class="previous"> <h4><a href="#develop-process">Previous Section</a></h4> <h5>How to develop a customer onboarding process</h5> <p></p> </li> <li class="top"> <h4><a href="#top">Back To Top</a></h4> </li> <li class="next"> <h4><a href="#customer-tools">Next Section</a></h4> <h5>Customer onboarding tools</h5> <p></p> </li> </ul> </div> </div> </div> </section> <div class=""> <section class="full-width-promo-with-background-image orientation-right mb-0" > <a name="customer-tools" class="anchor"></a> <div class="image-container"> <picture> <source media="(max-width: 576px)" srcset="/-/media/project/scanners/guide/customer-onboarding/customer_onboarding_tools_sm.jpg?mw=576&hash=5C750C4E3B88A7900107F7647323E496" /> <img src="/-/media/project/scanners/guide/customer-onboarding/customer_onboarding_tools_lg.jpg?mw=1440&hash=434836DD8C74E592AF2570DA90189C72" alt="" /> </picture> </div> <div class="content-wrapper"> <div class="container"> <div class="row align-items-center"> <div class="content-col col-lg-6"> <div class="content-container"> <div class="text"> <div > <h2 class="heading-1">Customer onboarding tools</h2> </div> <div class="body" > </div> </div> </div> </div> </div> </div> </div> </section> </div> <section class="subhead-content-block standard alignment-center"> <div class="container"> <div class="row justify-content-center"> <div class="col-9"> <p class="body-copy-primary-xl-medium mt-4" style="text-align: left;">You’re not alone when it comes to customer onboarding. There are tools available to help you create and implement your onboarding strategy. Whether you need help automating emails, creating a guided experience, or optimizing your entire onboarding process, these tools can help you get started creating a lasting good impression for your brand. </p> <ul class="themed-bullet bullet-square compact theme-primary background-color-off-white py-2 px-5" style="text-align: left;"> <h3 style="text-align: left;">Best guided experience: Salesforce </h3> <li><a rel="noopener noreferrer" href="https://www.salesforce.com/" target="_blank">Salesforce</a> is a powerful and highly configurable CRM and sales automation suite. </li> <li>Salesforce <a rel="noopener noreferrer" href="https://www.salesforce.com/products/marketing/" target="_blank">Marketing Cloud</a> can help send emails, measure engagement, personalize messaging, and track customer loyalty. </li> <li><a rel="noopener noreferrer" href="https://trailhead.salesforce.com/content/learn/modules/journey-builder-basics/get-started-with-journey-builder" target="_blank">Journey Builder</a> can help marketers create automated on-ramps that lead to concrete results. </li> </ul> </div> </div> </div> </section> <section class="callout-deck background-color-off-white benefits" data-show-more="3"> <div class="container"> <a name="more-useful-onboarding-tools" class="anchor"></a> <div class="deck-header"> <div class="deck-header-body"> <h2 class=""> More useful onboarding tools </h2> </div> </div> <div class="card-deck justify-content-center main-content"> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{4d487aeb-a41a-4034-9ca7-669a283c54dd}" data-datasource-id="{35B3B3A7-DB35-48C5-92BB-0A7FB30CF574}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> PipelineDeals </h3> <div class="card-text-container"> <div class="card-text"> <p><a rel="noopener noreferrer" href="https://pipelinecrm.com/homepage-v2/?va-red=NDU1MTo0NzYy" target="_blank">PipelineDeals</a> is a customer management platform that helps businesses discover, nurture, and close sales leads and includes automated email capabilities.</p> </div> </div> </div> </div> </div> </div> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{bcdf898d-27a1-411a-adac-1800b9d962d4}" data-datasource-id="{A15CF95C-420A-4B1B-A32D-C128A940BE21}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> HubSpot </h3> <div class="card-text-container"> <div class="card-text"> <p><a rel="noopener noreferrer" href="https://www.hubspot.com/" target="_blank">HubSpot</a> is a popular marketing platform that combines customer relationship management, content management, marketing, sales, and customer service.</p> </div> </div> </div> </div> </div> </div> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{aef59d04-00aa-4e49-b2f4-84e1324ff013}" data-datasource-id="{20364144-410D-49F6-A9AB-39392ED13400}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Mailchimp </h3> <div class="card-text-container"> <div class="card-text"> <p><a rel="noopener noreferrer" href="https://mailchimp.com/" target="_blank">Mailchimp</a> is an email marketing and automation suite that’s designed to help you improve your open and click-through rates. It comes with pre-built templates and personalization tools.</p> </div> </div> </div> </div> </div> </div> </div> </div> </section> <section class="info-block theme-primary"> <div class="container"> <div class="row"> <div class="col-lg-8 content"> <i class="info-information"></i> <strong>For more tools and tips, read <a href="/blog/customer-onboarding-tools">5 Customer Onboarding Tools Your Team Needs to Support New Clients</a><a href="/blog/printer-paper">.</a></strong> </div> </div> </div> </section> <section class="info-block theme-primary"> <div class="container"> <div class="row"> <div class="col-lg-8 content"> <i class="info-question"></i> <p><strong>Did You Know? </strong><a href="/scanners/scansnap/ix1600"></a>The RICOH fi-8040 can scan as quickly as 40 ppm, at a resolution of 600 DPI, making it a great personal or desktop scanner. <a href="/scanners/fi/fi-8040">Learn more here</a>.<a href="/printers/black-and-white-multifunction-laser-printer-132-mf"> </a></p> </div> </div> </div> </section> <section class="content-block guide-divider"> <div class="content-block-container"> <div class="content-block-content-wrapper"> <div class="content-block-content-container"> <ul> <li class="previous"> <h4><a href="#best-practices">Previous Section</a></h4> <h5>Customer onboarding best practices</h5> <p></p> </li> <li class="top"> <h4><a href="#top">Back To Top</a></h4> </li> <li class="next"> <h4><a href="#customer-software">Next Section</a></h4> <h5>Customer onboarding software</h5> <p></p> </li> </ul> </div> </div> </div> </section> <div class=""> <section class="full-width-promo-with-background-image orientation-left mb-0" > <a name="customer-software" class="anchor"></a> <div class="image-container"> <picture> <source media="(max-width: 576px)" srcset="/-/media/project/scanners/guide/customer-onboarding/customer_onboarding_software_sm.jpg?mw=576&hash=CDF9589918C9EDA5D5A53E466A0DA680" /> <img src="/-/media/project/scanners/guide/customer-onboarding/customer_onboarding_software_lg.jpg?mw=1440&hash=97921542B0634543A81664288AF39532" alt="" /> </picture> </div> <div class="content-wrapper"> <div class="container"> <div class="row align-items-center"> <div class="content-col col-lg-6"> <div class="content-container"> <div class="text"> <div > <h2 class="heading-1">Customer onboarding software</h2> </div> <div class="body" > </div> </div> </div> </div> </div> </div> </div> </section> </div> <section class="subhead-content-block standard alignment-left theme-primary"> <div class="container"> <div class="row justify-content-center"> <div class="col-9"> <p class="body-copy-primary-xl-medium mt-4">An effective customer onboarding software suite will help make your onboarding process smooth, efficient, and most important of all, successful. While there is no shortage of customer onboarding software options, the best solutions will offer the following features. </p> <ul class="themed-bullet bullet-square compact theme-primary background-color-off-white py-2 px-5" style="text-align: left;"> <h3 style="text-align: left;">Features to look for: </h3> <li>Intuitive user interface </li> <li>Responsive customer support </li> <li>Scalability </li> </ul> </div> </div> </div> </section> <section class="callout-deck background-color-off-white pb-0 benefits theme-primary" data-show-more="3"> <div class="container"> <a name="more-features-to-look-for" class="anchor"></a> <div class="deck-header"> <div class="deck-header-body"> <h2 class=""> More features to look for: </h2> </div> </div> <div class="card-deck justify-content-center main-content"> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{6af0c3b2-ca12-463f-b288-3aeb89ab19d9}" data-datasource-id="{BA9B3631-3A6A-42A0-A478-7585F07F7A6E}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Versatile automation </h3> <div class="card-text-container"> <p class="card-summary"> Your customer onboarding process will be the same or similar for every customer you onboard. This presents multiple opportunities for automation. Welcome emails, process monitoring, and stakeholder notification are just a few of the steps that onboarding software can successfully automate. </p> </div> </div> </div> </div> </div> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{1ad7da09-7f2d-4ba1-a610-1382452520ae}" data-datasource-id="{438E47A4-D577-4E74-B52A-8E9C0EDFA8D0}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Deep analytics and reporting </h3> <div class="card-text-container"> <p class="card-summary"> Data is an invaluable resource that can be collected as part of the onboarding process. Onboarding data can help you refine your process and even improve your product. Software that enables data collection and analysis is crucial to making use of the opportunities presented by onboarding data. </p> </div> </div> </div> </div> </div> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{4bae47cd-54b0-4699-930a-c14300339908}" data-datasource-id="{55186F60-2C3C-4066-BC16-40FE2756FB91}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Flexible integrations </h3> <div class="card-text-container"> <p class="card-summary"> While customer onboarding is a crucial early step in the process of managing your customer relationship, it is not the end of that relationship. You will want your onboarding software to be capable of integrating with the tools you use to manage the lifetime of your customer relationship. </p> </div> </div> </div> </div> </div> </div> </div> </section> <section class="info-block theme-primary"> <div class="container"> <div class="row"> <div class="col-lg-8 content"> <i class="info-information"></i> <p><strong>Read more about onboarding software in <a href="/blog/customer-onboarding-software">Customer Onboarding Software: 7 Features to Know Before Buying</a><a href="/blog/what-is-a-printer-duty-cycle">. </a></strong></p> </div> </div> </div> </section> <section class="content-block guide-divider"> <div class="content-block-container"> <div class="content-block-content-wrapper"> <div class="content-block-content-container"> <ul> <li class="previous"> <h4><a href="#customer-tools">Previous Section</a></h4> <h5>Customer onboarding tools</h5> <p></p> </li> <li class="top"> <h4><a href="#top">Back To Top</a></h4> </li> <li class="next"> <h4><a href="#customer-metrics">Next Section</a></h4> <h5>Customer onboarding metrics</h5> <p></p> </li> </ul> </div> </div> </div> </section> <div class=""> <section class="full-width-promo-with-background-image orientation-left mb-0" > <a name="customer-metrics" class="anchor"></a> <div class="image-container"> <picture> <source media="(max-width: 576px)" srcset="/-/media/project/scanners/guide/customer-onboarding/customer_onboarding_metrics_sm.jpg?mw=576&hash=9A526B249CB16CE17B6D928D97D2EF72" /> <img src="/-/media/project/scanners/guide/customer-onboarding/customer_onboarding_metrics_lg.jpg?mw=1440&hash=ED41127DFF8908EF950885B36FC80D50" alt="" /> </picture> </div> <div class="content-wrapper"> <div class="container"> <div class="row align-items-center"> <div class="content-col col-lg-6"> <div class="content-container"> <div class="text"> <div > <h2 class="heading-1">Customer onboarding metrics</h2> </div> <div class="body" > </div> </div> </div> </div> </div> </div> </div> </section> </div> <section class="subhead-content-block standard alignment-center"> <div class="container"> <div class="row justify-content-center"> <div class="col-9"> <p class="body-copy-primary-xl-medium mt-4" style="text-align: left;">Getting the onboarding process right is key, but it can be hard to know whether or not you’ve done so without collecting the right data. The following onboarding metrics will help give you insight into how smoothly your onboarding operates, identify any pain points, and evaluate the process overall. </p> <ul class="themed-bullet bullet-square compact theme-primary background-color-off-white py-2 px-5" style="text-align: left;"> <h3 style="text-align: left;">Why onboarding metrics are important: </h3> <li>They provide a holistic view of how well your onboarding processes connect customers with the value your product or service offers. </li> <li>They do not exist in a vacuum. </li> <li>They can help you evaluate different aspects of your onboarding program when contrasted with each other. </li> </ul> </div> </div> </div> </section> <section class="callout-deck background-color-off-white benefits" data-show-more="3"> <div class="container"> <a name="key-customer-onboarding-metrics" class="anchor"></a> <div class="deck-header"> <div class="deck-header-body"> <h2 class=""> Key customer onboarding metrics: </h2> </div> </div> <div class="card-deck justify-content-center main-content"> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{68e76067-b0e9-4edd-86c6-4145da152bf1}" data-datasource-id="{118CB854-2054-4F72-AB1D-415AFADFDD85}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Onboarding completion rate </h3> <div class="card-text-container"> <p class="card-summary"> This is the bottom dollar metric telling you if onboarding has been successful or if something has gone terribly wrong. A generally high completion rate usually means your process is smooth and communicates the value of your product to customers. A low rate can mean something needs to be addressed. </p> </div> </div> </div> </div> </div> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{e46ec659-225c-495c-802f-c0004940ce42}" data-datasource-id="{7555453B-F008-4E2A-8045-FCC956D93E98}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Time to complete onboarding </h3> <div class="card-text-container"> <p class="card-summary"> Completion times will vary due to any number of factors, but generally speaking, you should aim for as low a completion time as possible. A longer time could mean there is friction in the process. Be sure to gather as much data as possible to make informed changes. </p> </div> </div> </div> </div> </div> <div class="card-container" data-item-id="{5E39D961-31DB-409A-A1BB-7295ACBA928D}" data-rendering-id="{dd2f42e4-c789-4adb-845c-603698a9a7c8}" data-datasource-id="{0791550E-3716-433F-8578-B3B70BAD3425}" > <div class="card no-image"> <div class="card-body"> <div class="card-content"> <h3 class="card-title"> Retention/churn rate </h3> <div class="card-text-container"> <p class="card-summary"> Retention is the measurement of how many customers you retain over a specific length of time. Churn measures how many customers have stopped using your product. If you are experiencing low retention and high churn, your onboarding process could be at fault. Now is the time to evaluate process updates. </p> </div> </div> </div> </div> </div> </div> </div> </section> <section class="info-block theme-primary"> <div class="container"> <div class="row"> <div class="col-lg-8 content"> <i class="info-information"></i> <strong>For more important onboarding metrics, read <a href="/blog/customer-onboarding-metrics">7 Customer Onboarding Metrics to Evaluate Success</a>.</strong> </div> </div> </div> </section> <section class="content-block guide-divider"> <div class="content-block-container"> <div class="content-block-content-wrapper"> <div class="content-block-content-container"> <ul> <li class="previous"> <h4><a href="#customer-software">Previous Section</a></h4> <h5>Customer onboarding software</h5> <p></p> </li> <li class="top"> <h4><a href="#top">Back To Top</a></h4> </li> <li class="next"> </li> </ul> </div> </div> </div> </section> <section class="gradient-promo"> <div class="container"> <div class="row"> <div class="col-12"> <div class="content-container"> <a name="meet-with-the-experts" class="anchor"></a> <h2>Meet With The Experts</h2> <p>No salesy spiels. Let's help solve your problem.</p> <a href="https://cta-redirect.hubspot.com/cta/redirect/8095496/96b500fb-9111-46e0-ae20-2059781a2cee" DisableDescription="True" rel="noopener noreferrer" class="btn btn-primary" target="_blank">Learn More</a> </div> </div> </div> </div> </section> <section class="subhead-content-block standard alignment-center"> <a name="ricoh-scanners" class="anchor"></a> <div class="container"> <div class="row justify-content-center"> <div class="col-9"> <a name="fi-and-sp-series-scanners" class="anchor"></a><h2>fi and SP Series scanners</h2> <p class="body-copy-primary-xl-medium mt-4" style="text-align: left;">Those in the market for a high-speed document scanner for customer onboarding have no shortage of options. We take great pride in having spent the last 50+ years researching, designing, and developing some of the most advanced and powerful electronics in the world, including our professional grade<a href="/scanners/fi"> fi and SP series of scanners</a>. </p> <p style="text-align: left;">Built to purpose for the most demanding document handling jobs, fi and SP scanners are capable of processing tens of thousands of pages per day at the highest levels of accuracy. Their intuitive integration capabilities with all existing work suites minimize time-to-value for businesses looking to invest in tools that will pay dividends for years to come. </p> <p style="text-align: left;">The <a href="/scanners/fi/fi-8040">RICOH fi-8040</a> is a compact scanner with integrated network capabilities that brings full-service scanning capabilities to almost any office or remote location. It scans at a fast 40 ppm at 600 DPI either with or without a PC and is capable of saving files directly to a networked location for smooth workflow and seamless integration. <a href="/scanners/fi">Click here to learn more or shop the rest of our production scanner line</a>.</p> <p style="text-align: left;"><strong></strong></p> <p style="text-align: left;"><strong> </strong></p> <p style="text-align: left;"><strong><span style="text-decoration: underline;">Note</span>: </strong>Information and external links are provided for your convenience and for educational purposes only, and shall not be construed, or relied upon, as financial or legal advice. PFU America, Inc. makes no representations about the contents, features, or specifications on such third-party sites, software, and/or offerings (collectively “Third-Party Offerings”) and shall not be responsible for any loss or damage that may arise from your use of such Third-Party Offerings. 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