What tool do you use for customer onboarding?

Maria Nicolae
21 replies
As soon as the sales process is done, we're jumping on a call with our customers to onboard them and set some goals. However, it is hard to keep track of every customer, their goals, and where they are on the road to being successful with using Storylane. We're thinking of using Rocketlane (https://www.producthunt.com/products/rocketlane#rocketlane) for this. Any other suggestions?

Replies

Aquibur Rahman
Here are few tools that you can try: 1. Rocketlane.com 2. Arrows.to 3. Everafter.ai
Iuliia Shnai
I am building MarbleFlows Interactive simple flows for user onboarding and conversion. Happy to hear your feedback. https://www.marbleflows.com/temp...
Michal Jackowski
userpilot.com is great.
Aaikansh Agrawal
What are your thoughts on building a digital onboarding tool using a low code/no code tool? If you are interested then I will suggest you to check out DronaHQ (https://www.dronahq.com/). I also found this nice write-up on the Digital customer onboarding process (https://www.dronahq.com/digital-...)
Sanjay Somashekar
We are building cmdk to enhance onboarding experience of new users, and to help your existing users introduced to new features without any redirections but from a single command window for all your features. Would you be interested in checking it out?
Sanjay Somashekar
@marianicolae9 you can check out app.cmdk.ai I'd love to give you a demo on how you can implement our product with your tool to make onboarding smoother, feel free to book a call from here - https://calendly.com/sanjay-soma...
Maria Nicolae
@sanjay_somashekar sure. What's your website? cmdk.ai doesn't seem to work for me.
Hidayt Rahman
I will definitely try this
Jerry U.
We really like Helppier. Very feature rich and the most economical option.
Anu
We are launching a great AI tool that analyzes customer research 10x faster (https://www.producthunt.com/prod...)
Neeraj Kumar
Have tried using Rocketlane, this certainly helps - but there was a problem of we pushing the users to engage. We ended up building an internal tool for this.
Maria Nicolae
@neeraj_kumar_n that's actually what I anticipated as well. Ideally, we'd have this within Storylane, but it will take some time to build this and was trying to experience with a tool in the meantime. Thanks for the feedback!
William Tate
Hubspot, the most reliable one
Maria Nicolae
@william_tate did use Hubspot, but couldn't find a way to easily track the onboarding process.
Barnee Lloyd
Flowla.com is a great one!
Razia Aslam
Hi, most of our wireless internet Cape Town customers are long-term. Therefore, we often create Whatsapp groups to keeping them in contact.
Glen Oliveiro
Intercom. Very powerful with their product tours, in-app messaging, knowledge base for your help articles, ability to send emails too based on event triggers. Lots of features, not cheap but they have a sweet deal for early start ups who haven't got funding as yet. It will take time to get familiar with using all their features but if you can afford the time and the cost, it's a great tool to use.
Otavio Serra
Hello Maria, hope to find you well. Please take a look at boostio.ai. I am happy to make a call and show you a demo and more details. Feedback is also welcome. Trying to build something useful here.