The first steps in automating onboarding
- Before you start automating customer onboarding, define your goals and customer journey. Which processes in the customer journey do you want to automate? Which segments of customers do you want to automate?
- Ensure your onboarding tool is integrated with CRM. Using CRM as part of an onboarding initiative will help manage the process.
- The next step is to create simple workflows, such as sending them a welcome email or high-value action steps.
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How to create a successful onboarding process
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