Are Customers Ghosting You? Four Ways to Get Them to Show Up
Your customers don’t show up for meetings. They don’t complete their required tasks during onboarding. They don’t respond to your messages and calls. These are common challenges haunting Customer Success and Onboarding teams. So how do you stop customers from ghosting you?
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Many of end-users have yet to harness the full power and potential of their TaskRay capabilities. But for those of you still on your quest, fear not! We’re here to help you along with three little-known tricks that can be utilized for end-user success.
In this 45-minute demo, learn how TaskRay can improve onboarding process efficiencies, scalability, and deliver consistent customer experiences. REGISTER NOW >>
While new sales might be quiet these days, this is not the time for existing customers to wonder why they pay you month after month or year after year, especially when you provide B2B subscription products. Don’t give them a reason to see you as a cost. You need to be regarded as an investment.
While there is no one-size-fits-all approach to post-sale processes and work management, there is Template Hub and Template Builder! Both of these features, available to Starter, Standard, and Premium Edition customers, were enhanced in the latest Fall 2022 Release.
You may have just launched a new customer onboarding program or are refining your approach to working with thousands of customers. Regardless, do you know the maturity level of your customer onboarding program?
Get your onboarding process off to a fast and smooth start using the Onboarding Kick-Off Flow feature. This feature guides managers and end-users through project creation from an opportunity. We love this feature. And you will too!
The newest TaskRay release introduces Template Versioning to all editions. We're constantly improving the post-sales work management experience, and template versioning allows for quick iteration of a template to see results over time. Let's help you get started with Template Versioning.
When it comes to setting up your team, and your company, for success, the formula is simple: The best way to have a great year is to start with a good plan. Because annual planning is key to any business’s success, check out these best practices to get it right in 2023.
In this feature highlight post, we are here to tell you all about why you should consider making the switch to Enhanced Filtering (especially if you're still using Classic Filtering).
This feature highlight post reintroduces you to Project Hierarchy & Task Groups. Admins, end users, and project managers alike can take full advantage of the various approaches offered by TaskRay to find the perfect option to structure projects.
The TaskRay October 2022 update shines a spotlight on Templates. Take a look at the TaskRay Sandbox to see the new and improved features in action, specifically, template versioning, template hub updates, checklist queues, task assignment, and a few other usability improvements.
Do you charge for customer onboarding? If not, you better reconsider. Customers who pay for onboarding are more accountable and partner with the onboarding teams from day one. “Happy meals” are the path to guaranteeing both your and your customer's success.