The Best Ways to Improve Your SaaS Onboarding Process

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Onboarding optimization, when taken seriously, is a multi-faceted operation that lasts for months. Some thoughts on how to optimize the process and make it more effective.

Onboarding optimization, when taken seriously, is a multi-faceted operation that lasts for months. Some thoughts on how to optimize the process and make it more effective.

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  • 1. The Best Ways to Improve Your SaaS Onboarding Optimization Process by iridize (background image source)
  • 2. iridize.com A well designed SaaS onboarding process will ensure that customers learn, adopt, and continue to use the platform long after the initial sale.
  • 3. iridize.com Think of it as turning the usual user adoption process into a natural learning experience.
  • 4. iridize.com There is a science to effective user onboarding, and the first rule of it: plan for the long haul.
  • 5. iridize.com Onboarding is about seeing an entire process through, with the final conversion in mind all along. Image source
  • 6. iridize.com Let’s start with your Analytics
  • 7. iridize.com Identify the bottlenecks that need tweaking, in terms of UX or the workflow.
  • 8. iridize.com Next – Training that Makes Sense
  • 9. iridize.com Don’t be tempted to go for lean training solutions – there is no replacement for thorough, professional training, on any software.
  • 10. iridize.com Accessibility of information
  • 11. iridize.com Make sure information is available and easily accessible. This also goes for info on new features, guides, FAQ and knowledgebase solutions.
  • 12. iridize.com Ask us more about iridize’s onboarding solutions.
  • 13. Why Iridize Mobile?We Hope That Was Helpful! Read more about onboarding solutions at blog.iridize.com Or request a demo at contact@iridize.com iridize.com