How to Scale Customer Onboarding

Customer onboarding is a increasingly important part of long-term customer success, yet is also one of the most difficult components for a customer success organization to scale.

As your customer base grows, it becomes more challenging to deliver a consistently excellent customer onboarding experience. Your customer success managers (CSMs) are spending an increasing amount of time on basic activities, your customers are clamoring for more onboarding resources (particularly SMBs), and you have a finite headcount with which to support them.

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Topics: Training, Customer Success

3 Ways to Use Training for Customer Onboarding

The best customer success teams understand that customer communications is a multi-channel process. When you think about it, most customer-facing functions in a company are already multi-channel:

  • Sales teams use email, phone and LinkedIn to hunt down prospects;
  • Marketing teams use web, mobile, social, and email to educate buyers;
  • Customer service teams use chat, phone, email, and social to provide support.

All of these teams have multiple software tools to provide analytics and improve productivity. Yet many customer success teams still rely on a single channel - their customer success managers (CSMs), who schedule meetings and quarterly business reviews (QBRs) manually.

Our free 10-Step Checklist for Customer Onboarding provides a handy reference for ten different customer onboarding strategies. In this blog post we dive deeper into the first three - on-demand training, instructor-led training, and public webinars.

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Topics: Training, Customer Success

Faster Analytics, Plus Student's Group and Course Completed Date

We've improved our Analytics pages by making them faster and adding more information, see below!

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Topics: Training, Analytics & Metrics

New Feature: Updated Skilljar Zapier Triggers

We're excited to announce an update to our Skilljar Zapier triggers! With Skilljar Zapier triggers, you can now track a student's entire training life cycle from sign-up to course enrollment and course completion.


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Topics: Features, Training, LMS, Analytics & Metrics

New Feature: Live Training Email Confirmation

We're excited to add a new functionality to our Live Training feature! Now, when a user registers for one of your live training events, they will receive an email confirmation that includes the event information so they can easily add it to their personal calendar, keep track of their schedule, and attend your lesson.

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Topics: Training, LMS, Live Training

New Feature: Expanded Enrollment Analytics

I'm excited to announce our new Analytics feature that allows you to see a comprehensive list of your users' enrollments, including their: name, email, domain registrations, courses, credits, certificates, sign-up fields and more!

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Topics: Training, Analytics & Metrics

Customize Your Training Course Certificates

Are you using certificates for your training courses? If not, we wanted to remind you of all the ways you can customize your training course certificate on Skilljar!

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Topics: Features, Training, LMS

New Feature: Training Course Completion Email Notifications

You can now receive an email confirmation when your users complete your training course!

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Topics: Training, LMS

New Feature: Live Training

We are excited to announce our new Live Training feature! Live Training gives instructors the ability to schedule and track live training events - such as classroom trainings, virtual remote trainings, group meetings, and more. 

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Topics: Features, Training, LMS, Live Training

3 Keys to a Customer Education Program

At Skilljar, we often work with customer success teams that are seeking to launch and grow their customer education programs. Whether you're a software company selling your product or a training company that's selling content, your prospects can choose from an increasing number of options and are able to switch vendors more easily than ever before.

Providing successful customer onboarding and quality ongoing education are therefore critical to demonstrating product value, improving retention, and fighting customer churn at scale. In this blog post, we'll discuss the 3 keys to running a successful customer education program.

  1. Customer marketing
  2. Customer training
  3. Customer communication

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Topics: Training

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