How much consideration do you give to your virtual onboarding process? Since 63% of buyers view onboarding as a key factor in their decision-making process, there’s a good chance that what you’re doing isn’t enough.
With the lack of face-to-face interactions and an overwhelming number of tools and channels, it’s clearly more challenging to craft a winning virtual onboarding process.
In this virtual world, teams have more hurdles to overcome to deliver that “wow factor” buyers seek. Prospects can easily become distracted, confused, or disengaged during an automated onboarding process.
Forward offers you a chance to deliver that “wow factor” with a one-stop solution to cover all the bases. Your team works in a centralised hub that can create personalised onboarding experiences for every buyer. It’s easy to optimise the process at any point with real-time engagement, collaborative tools, data-driven insights, and unique client-focused features, ensuring a seamless and impactful experience for every prospect.
It’s frustrating for any team to devote countless hours to creating an automated onboarding process only to come up short. Buyers want to be engaged and informed but not overinformed or overwhelmed with complex guides.
Did You Know? 74% of buyers will walk away from complicated onboarding processes. Therefore, businesses need to prioritise creating a smooth, intuitive onboarding experience to retain potential customers and maximise conversion rates.
In essence, you need to give each buyer a personalised experience while creating an automated system to save time for your team. However, developing a streamlined process that fosters conversions involves overcoming various hurdles.
Finding the proper balance is crucial because dissatisfied buyers will move to another product that meets their needs.
Forward’s digital sales rooms solve the challenges presented by virtual onboarding processes. By bringing everything together under one dashboard, your team can easily collaborate to ensure a seamless experience for every buyer.
Revolutionise your customer onboarding journey with the suite of tools and resources available with Forward.
A collaborative onboarding process allows everyone to work together, including your buyer, establishing a foundation for joint success.
Successful virtual onboarding processes follow the same general structure with five key components to consider.
Most people in the business world understand the pain of juggling multiple platforms with different logins and passwords. Then, you have to consider documents and e-signatures. It can easily devolve into a complicated mess.
Using a centralised platform is critical to developing that seamless experience for everyone. Your team will appreciate the one-stop hub that allows cross-team collaboration, and your buyer will love access to everything they need with a single login.
Aside from customer satisfaction, a centralised platform is faster and more efficient. Your team can reduce delays and boost consistency across the board to deliver an outstanding onboarding experience every time.
The last thing you want is to have a customer put their business on hold because they can’t reach you to troubleshoot an issue with your product. Offering real-time engagement to provide customer support doesn’t just keep buyers happy; it establishes rapport and builds trust.
Built-in chat systems, video conferencing tools, and real-time document editing make these interactions more effective and efficient for everyone. When buyers can get the answer they need or resolve an issue quickly, it accelerates their decision-making process.
It’s no secret that prospects expect companies to deliver a personalised experience, even in the virtual world. They don’t want to feel like a number with a one-size-fits-all approach because every prospect is unique.
71% of buyers want to have a personalised experience with brands. This underscores the importance of brands investing in tailored marketing strategies and customer interactions to meet the growing demand for individualised engagement.
Forward makes it possible to tailor to unique buyer needs with customisable dashboards, curated content sections, and adaptable workflows. Your buyers will feel valued when your team demonstrates a deep understanding and commitment to their individual objectives, increasing the likelihood of conversion.
Your sales team isn’t the only one involved in the onboarding process. Filtering information back and forth between teams can be tedious and cumbersome, often leading to lost information.
Forward allows for coordination among cross-functional teams to create a seamless onboarding process. Shared workspaces, task assignments, and progress tracking to ensure all teams are aligned while minimising oversights and improving the buyer's experience.
How do you know what’s working and what isn’t? Staring at your onboarding process flow chart isn’t enough to identify bottlenecks or points of high drop-off. You need accurate data to gain those insights.
Forward provides dashboards displaying real-time data, trend analysis, and bottleneck identification. You can easily answer those pressing questions, like what customers keep asking and where they get hung up.
Utilising analytics for process optimisation allows for continuous refinement of the onboarding process leading to increased client satisfaction and success rates.
It always helps to have some additional tools at your disposal for an automated onboarding process. Forward offers a couple of unique options for wowing your buyers.
Personalisation might be king, but your team shouldn’t have to reinvent the wheel. Forward hosts a library of pre-defined templates for various sales scenarios. Your team can save time and still deliver a personalised onboarding experience for every buyer.
Speaking of personalisation, how impressive would it be for every buyer to land at a personalised micro-site? Using Forward’s personalised micro-sites, your team can leave a lasting impression on every deal.
Curate relevant content and highlight key value propositions for each buyer to emphasise those aspects that most align with their goals. Personalised micro-sites increase buyer engagement and make buyers feel seen, heard, and understood.
As you craft the onboarding process, it’s helpful to create a visual representation in the form of an onboarding process flow chart. It’s one more way to keep everyone on the same page and ensure continuity.
Forward's interface offers a clear, interactive, and easy-to-follow option for generating an onboarding process flowchart. The onboarding process flow chart helps your teams and buyers navigate the onboarding journey.
From creation to implementation to refinement, Forward helps you deliver the ultimate buyer experience.
An automated onboarding process saves time for your team without sacrificing the buyer experience. Forward makes it easy to automate several aspects of the onboarding process for a streamlined system.
You need to find ways to get an edge in this competitive market, which involves crafting an exceptional virtual onboarding process. Forward can help you check all the boxes to create an excellent first impression for every buyer.
Today’s buyers demand a user-friendly, personalised process that keeps them engaged and informed at every turn. They want timely responses to questions and troubleshooting support.
Toss aside the cumbersome, confusing buyer journey and replace it with an automated onboarding process that involves cross-team collaboration, real-time interactions, and seamless data flow. A stellar virtual onboarding process boosts buyer engagement and ultimately leads to joint success.
Forward will supercharge your onboarding process by providing the “wow factor” buyers crave. That level of buyer engagement leads to higher conversion rates and stronger customer loyalty.
Learn how Forward can give your onboarding process a competitive edge. Try it for FREE today!