The SaaSy People’s Post

Unlock your potential as a Zendesk Admin. I’m sharing the advanced strategies I’ve honed over a decade to help admins like you streamline operations and excel in your role. [Course] How To Be The Best Zendesk Admin And Change The World What's in it for you? • Streamline your Zendesk operations by mastering advanced functionalities. • Position yourself as a key leader in IT and customer service strategies. • Optimize your Zendesk environment for smoother, more efficient operations. • Save time by automating repetitive tasks, allowing you to focus on strategic initiatives. • Elevate your career prospects with enhanced administrative skills. What We Cover: • Complete Zendesk setup from A-Z • Feature walkthrough & best practices: Triggers, Bots, Omnichannel, Web Widget, SLAs, reporting • Routing principles and best practices • Customer experience best practices to apply in business • How to make your team efficient Discount: Limited discount available now - 29% OFF! Bonuses: • Zendesk checklist to help you go-live easier • Zendesk Workbook to keep your setup organized and clean • SOP for a basic Zendesk Onboarding ✅✅✅ Register for the course today and streamline your Zendesk operations with expert knowledge: https://lnkd.in/dS9iwJ-i I’d love to hear your thoughts. Does this course address your needs? How can it be improved?

Revolutionize Your Business with Client Onboarding Software! Hey Business Owners! 👋 Are you tired of the endless paperwork, emails, and phone calls that come with onboarding new clients? Well, get ready to kiss those headaches goodbye because I've got some game-changing news for you! Introducing Client Onboarding Software – your new best friend in streamlining processes and elevating customer experience! Here's why you NEED to jump on this bandwagon: Efficiency Boost: Say farewell to the days of manual data entry and endless back-and-forth emails. With client onboarding software, you can automate repetitive tasks, streamline workflows, and get clients up and running in record time! ⏱️ Seamless Experience: Impress your clients from the get-go with a smooth, hassle-free onboarding process. From digital forms to e-signatures, you'll provide a modern and convenient experience that sets the tone for your entire relationship. Personalization Galore: Tailor your onboarding process to fit each client's unique needs and preferences. With customizable templates and automated follow-ups, you'll show clients that you truly care about their journey with your business. Data Security: Keep sensitive client information safe and sound with top-notch security features. From encryption to user permissions, you'll have peace of mind knowing that your client's data is protected every step of the way. But hey, it's not all business! 😉 Here's a little something to lighten the mood: Imagine a world where "onboarding" doesn't send shivers down your spine – where clients look forward to getting started with your amazing services! With client onboarding software, that world is within reach. So what are you waiting for? It's time to take your business to new heights with client onboarding software. Trust me, your future self will thank you! Remember, I can help you with the client onboarding process... #ClientOnboarding #BusinessSuccess #CustomerExperience #Efficiency #Innovation #GameChanger #Virtualassistant #Virtualclicksupport In my next post, I will tell you what to look out for when choosing client onboarding software, watch out for it…

At Saasinct Solutions, we understand the importance of a smooth onboarding process for your clients. With Slack integration to Salesforce, we bring you a client onboarding experience that's not just efficient but truly remarkable. ✅ Seamless Integration: With Slack, we help you streamline your workflows and ensure that every client feels valued from day one. 🔍 Transparent Reporting: Keep your management in the loop with clear KPIs on the onboarding phases. Salesforce's intuitive dashboards makes tracking progress a breeze, ensuring everyone's on the same page. 💡 Personalized Onboarding Journeys: Every client is unique. Customize onboarding experiences to meet specific needs, ensuring a deeper connection and a solid foundation for long-term success. 🤝 Collaborative Success: Our team at Saasinct Solutions is committed to your success. Together with Slack, we're here to support you at every step of the onboarding journey, making sure your clients are not just satisfied but delighted. Would you like to expedite your client onboarding experience?

A bad onboarding experience doesn’t just frustrate clients, it drives them away. When your onboarding process feels messy, here’s what usually happens: → Clients feel lost about what comes next. → Teams waste hours hunting for files and updates. → Small mistakes pile up, chipping away at trust. That’s why great onboarding doesn’t just happen, it needs structure. Here’s how a CRM can help: • Automate tasks like sending welcome emails or sharing timelines. • Store all client info in one place for easy access. • Keep the process smooth, for your clients and your team. I learned this the hard way after a delayed onboarding email cost us a key client. Having a system in place changed everything. 👉 Do you think onboarding is harder for teams or clients? #crm #onboarding #team #retention

Customer onboarding in SaaS isn’t just a one-time setup—it’s a strategy. Here’s why we transformed ours and what it taught us about empowering clients. Early on at Taskmonk, we thought, “Let’s just get clients set up as quickly as possible.” We’d guide them through every step, do the setup for them, and answer every question. It worked for a while—clients felt taken care of. But there was a big downside: our support team was buried in requests because clients weren’t fully equipped to use the platform on their own. Every change or new feature meant more support calls. So, we reimagined our approach. We created a structured, month-long onboarding program that focuses on teaching clients everything they need to know to be self-sufficient. Now we have a structured onboarding process after they sign up and clients love it. They know it’s a valuable investment in their success. Here’s what we saw: ↪ Stronger Client Success: Clients get hands-on training, reducing their reliance on support. They also become internal product champions with higher usage. ↪ Higher Retention Rates: When clients feel capable, they stick around. ↪ Increased Perceived Value: Clients see Taskmonk as a well-rounded, structured solution—one worth investing in long-term. 📌 Onboarding isn’t just about getting a client to sign up. It’s about setting them up to succeed without you. What are some customer onboarding practices you swear by? #saas #onboarding #customersatisfaction

First impressions matter! Make sure your Virtual Assistant client onboarding process is seamless by using a checklist. What are some things you should include in your process? 1. Collect their contact information and social profile links. 2. Collect or set up login information for platforms you will be using for their work. 3. Set up an invoice template and calendar reminder. 4. File their signed contract in your digital folders 5. Set up your regular weekly production meeting in Zoom. What else is a must-do in your onboarding process?

First impressions matter! Make sure your Virtual Assistant client onboarding process is seamless by using a checklist. What are some things you should include in your process? 1. Collect their contact information and social profile links. 2. Collect or set up login information for platforms you will be using for their work. 3. Set up an invoice template and calendar reminder. 4. File their signed contract in your digital folders 5. Set up your regular weekly production meeting in Zoom. What else is a must-do in your onboarding process?

🚀🔔 Ready to supercharge your workflow? Explore the enchantment of Greentree & Prerogative's Approvals & Alerts feature! 🌟 Say goodbye to the grind and welcome seamless approvals that'll make your workday a breeze! #GreentreeSoftware #EfficiencyUpgrade #SeamlessApprovals ⚡💼

Struggling to integrate Zendesk into your workflow? Let us handle it! Our expert team ensures a seamless transition with minimal disruption. 🔄🌐 #Workflow

The great think about the workflow tools in Greentree is that customers can create and manage workflows themselves… not having to refer back to the software provider for help. Further than that workflow tools are available on every screen and functions in Greentree… no having to ask your software provider if they can add it! #erpworkflow #greentree #erpsystems #prerogative