The Role of Sales in Customer Onboarding

Have you ever bought something because of an excellent sales pitch only to discover it doesn’t do what you thought it would? That’s not a good example of customer success! The sale may have gone through, but when customer expectations aren’t fulfilled, you’re unlikely to see repeat business. That’s why the sales team has an important role to play in onboarding customers.

Onboarding is all about getting the customer “on board” with the product or service they’ve just purchased. Ideally, this process is fast and simple, and meets the customer’s expectations. During the sales process, the sales rep gathers information that’s valuable for onboarding. So, sales and customer success reps need to collaborate effectively to create a great onboarding experience.

By the end of this course, you’ll be able to:

• Describe what a successful customer onboarding process looks like
• Explain how sales reps can help create a successful onboarding experience
• Identify strategies for collaboration between sales and customer success teams to ensure effective onboarding

Why take this course?

Sales reps play a vital role in onboarding. This course is for sales representatives, executives, and managers, and customer success representatives will find it useful, too. You’ll learn what a good customer onboarding process should be like, how the sales team fits into onboarding, and how sales and customer success reps can work together to ensure onboarding is a success.

10 mins | SCORM | Takeaway Tasks