DIGITAL ADOPTION TOOL FOR WEB ONBOARDING

SaaS customer onboarding has never been easier

spotAhaMoments

What is SaaS customer onboarding?

Onboarding within a Saas is a process aimed at improving customers’ success when using a software platform. The process is usually created and managed by Product Owners, Customer Success Managers, Onboarding Specialists, Experience Designers, Product Marketers, etc.

dashedPath

The end goals of the onboarding are informing and convincing customers of the value the software service can provide them, as quickly and non-invasive as possible. If the users are efficiently exposed to the core elements of a product the first time they use it, then the chances of adoption and retention are greatly increased.

dashedPath

The first experiences are designed with a user-centric approach. They need to provide all the necessary information & knowledge to the Saas customers in order to become proficient in using the software, as fast as possible.

dashedPath

The SaaS onboarding can be developed in-house or using third-party software tools for an improved experience and much lower developments costs.

KEY PRINCIPLES FOR AN EFFICIENT WEB ONBOARDING

The SaaS onboarding process

Interactivity

Turn boring, inefficient onboarding with in-app engaging product walkthroughs.

Contextualization

The right onboarding content provided at the right time makes the difference between customer success and failure.

Evolution

Nobody gets it right on the first try. Make constant onboarding content improvements based on usage.data.

digital adoption platform image on laptop

Benefits of using a digital adoption tool

EASY TO USE, CODE FREE SAAS USER ONBOARDING PLATFORM

How Bytes Route helps your customer onboarding

Interactive product tours

➔ Discover how to create product tours using Bytes Route

Hiking 1
tooltip 1

Tooltips

➔ Learn how to design tooltips using Bytes Route

Help widget

➔ Learn how to design tooltips using Bytes RouteLearn how to use the Tours Launch Widget

Launch Widget
analytics

Analyse and improve the onboarding

➔ Understand how Analytics work in Bytes Route

FAQ SaaS onboarding

Software as a Service (SaaS) onboarding is the process of helping the users of a software to become familiar with the product and engage with it effectively, so they get the best experience.

With proper onboarding, SaaS customers can more easily see the value they can receive from the product and how it might help them reach their goals. Also, this has a significant impact on customer retention rates – you can’t expect customers to stick around if they have a poor onboarding experience.

Guide your new users to achieve their goals when using your web application. Increase trial conversions, user engagement, and product adoption rates. Reduce your development costs and churn rates. Take off the pressure from your support and training teams.

There are 5 simple steps to set up Bytes Route and create your first tour: 1. Register for an account. 2. Install the Chrome Extension 3. Create your onboarding content 4. Connect your web applications to Bytes Route 5. Publish your first tour.

Yes, Bytes Route offers a free subscription plan and a 15-day full feature free trial. No credit card is required.

Try Bytes Route for free

Need Help with Onboarding?
Tell Us Your Challenges.