BigSteps (bigsteps.io) enables businesses to turn new customers into your biggest cheerleaders for growth. It consolidates all the tools in the value chain of providing worldclass onboarding experience (OBX) to your customers resulting in faster revenue realizations, improved customers satisfaction, accelerated time to value & increased profitability

Why do we need a Customer Onboarding Experience (OBX) platform?

Sales, marketing, and customer support in SaaS have evolved into streamlined processes. With refined tools and expectations, it’s easier now to establish stellar buyer experience. We don’t use spreadsheets for these functions today, do we? However, surprisingly, new customer onboarding often still relies on slide decks, pdfs shared over email, spreadsheets, google docs.

Poor implementation is a major contributor to customer churn. While pre-sales teams effectively leverage CRMs and workflows to prevent errors in deal executions, resulting in improved win rates, the application of these pre-sales tools in post-sales processes often leads to inefficiencies in delivering the experience your customers truly deserve.

We've studied how teams use various tools for customer onboarding. From these insights, we crafted a single, unified product, specifically built to streamline customer onboarding.

BigSteps provide tools to deliver complex projects on time, accelerate time to value & increase customer stickiness when you scale, without draining your teams.

BigSteps <> HubSpot Integration

• Optimize Sales-CS hand-off.
• Hassle-free bi-directional sync with HubSpot objects, custom fields.
• Effortless automation with HubSpot workflows
• Leverage HubSpot reporting with BigSteps data for comprehensive analysis.

Try bigsteps.io for free, and experience it yourself -> https://bigsteps.io/free-trial

Resources:

1. Customer Onboarding: Steps, Examples & Templates

2. Why Customer Onboarding Experience Matters?

3. How Focusing on 'Time to Launch' Can Transform Your Onboarding