Transform onboarding into a revenue driver

Turn your onboarding process into a smooth, customer-centric experience that accelerates time-to-value and boosts revenue.

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Align operations with the customer journey to deliver faster and more efficiently

Onboarding teams are the bridge between sales and customer success, and play a pivotal role in setting clients up for success from day one. But why should you struggle with fragmented data and manual processes? With Zoho CRM for Everyone, your onboarding team gets access to the right customer data at the right time, enabling faster project setup, smoother transitions, and happier customers.

Increase efficiency and revenue

When the onboarding team is plugged into Zoho CRM, you can:

Reduce time-to-value for clients, which leads to faster revenue generation.

Eliminate bottlenecks in the onboarding process to ensure smoother transitions and happier customers.

Automate repetitive tasks to free up resources and empower your team to focus on strategic initiatives.

Faster onboarding means quicker project launches, higher client satisfaction, and increased revenue.

A space that works for your team

  • Onboarding modules
  • Your Onboarding teamspace

Onboarding modules

At the core of Zoho CRM for Everyone are team modules that retrieve, process, and display relevant customer information. Need to track onboarding progress across multiple clients? Set up a Live Projects module. Looking to automate client communication during onboarding? A Client Communication module can streamline updates and reminders. Want to ensure all stakeholders are aligned? An Internal Coordination module keeps everyone on the same page.

Zoho CRM module creation for Onboarding

Your Onboarding teamspace

Create and own your Onboarding teamspace, where you and your team work with the data that matters to you, with nothing else getting in the way.

Requester module for onboarding

True cross-team collaboration

Keep track of all cross-team requirements using requester modules, which foster collaboration across teamspaces. For example, let's say the sales team submits an onboarding request as soon as a deal is closed. A record is added to the Onboarding teamspace, and the onboarding team receives a notification. From there, they manage everything from project setup to client communications to stakeholder alignment to progress tracking—all in Zoho CRM.

Zoho CRM Onboarding teamspace

Do more together

Make your daily processes simpler and more efficient using Zoho CRM:

  • Automate project setup
  • Track onboarding progress
  • Align stakeholders
  • Communicate with clients
  • Streamline the handoff to customer success
  • And the list goes on.

Want to learn more about onboarding with Zoho CRM for Everyone?

Try Zoho CRM for Everyone