Customer onboarding
Start the relationship right, within the first 90 days
An invisible clock starts ticking the moment a customer takes a new product with your company. The clock may be imaginary but its relevance is all too real. Research has shown over and over again, that by the time the clock has ticked for 90 days – the onboarding Period – the customer’s lifetime value and profitability will have been practically set in stone. This is the critical period that determines how many customers stay with you, how many go on to buy more things and how profitable each customer becomes over the long term. Clearly, you can’t leave onboarding processes to chance any more. It’s time to take control.
Integrating with your existing CRM systems, Portrait’s onboarding processes drive best-practice processes during the first 90 days after a new product or service is taken up, so that you:
- Increase cross-selling and up-selling
- Minimize attrition and defection
- Differentiate your customers and treat accordingly
- Surprise and delight your highest-value customers
- Drive down the cost of sales & service
- Increase the effectiveness of campaigns
- Better manage risk and ensure compliance
Portrait offers an onboarding framework to support strategic, scientific and active onboarding processes. It combines predictive analytics and process management with a powerful interaction engine to improve onboarding performance in any legacy CRM environment.