An efficient user onboarding process is critical to making a great first impression – it lays the foundation for all future interactions between new users and your product.
That’s where user onboarding software comes in. It can help you ace those first impressions by delivering a great onboarding experience, building users’ trust in your product, and ultimately preventing customer churn.
This article will cover five of the best user onboarding software out there and answer a few common questions about these solutions.
We’ll also show you how you can provide a delightful onboarding experience using Rocketlane.
Let’s get started.
User onboarding tools help new users of your software product become familiar with it and its most valuable features. The goal of a user onboarding tool is to help users find value in your product as soon as possible.
This could be done through:
You may be wondering…
User onboarding aims to get users to their aha moment (moment of value) as fast as possible, with the least friction. The goal is a smooth, helpful user experience, helping create loyal users in the process.
The key benefits of user onboarding software include:
But there’s a catch.
Not all user onboarding tools are created equal! So let’s look at the best options for effective onboarding.
In this section, we'll share five of the best user onboarding tools.
However, before choosing one, you may want to ensure that you're not looking for customer onboarding software instead (yes, they’re different).
With this digital adoption tool, you can send emails or text messages to users at each stage of your SaaS funnel—be it acquisition, activation, user retention, or referral.
Appcues lets you create in-app experiences for efficient new user onboarding without the need for coding or technical expertise.
After installing Userflow's script into your application, the software lets you quickly build customized in-app tours, checklists, and surveys without coding for a simplified user onboarding flow.
After adding the shortcode slip to your site, Chameleon enables SaaS teams to build self-service user onboarding, feature adoption, and feedback management using tips, pop-ups, and micro-surveys.
Userpilot is a product experience app to help you deliver personalized in-app user onboarding.
Still have some questions about user onboarding tools?
Keep reading!
Find answers to some commonly asked questions about user onboarding software:
To answer this question, we’ll first need to delve into how a user differs from a customer.
In the SaaS world, a user is someone who performs actions on a product to achieve a specific outcome. To the user, your product is a means to get things done.
A customer, on the other hand, is a business or individual who pays for the usage of your product. Customers are the ones that make the buying decisions, while users are people within the customer’s organization who will eventually operate the product in the context of their use cases.
SaaS product onboarding can be rigorous and time-consuming. Moreover, it requires a more hands-on and collaborative approach between you and your new customer.
No, they aren’t the same.
Sure, each of these is a type of digital adoption platform with its own merits.
But a user onboarding tool focuses on getting the user to experience their aha moment.
This could be through:
Customer onboarding software lets you collaborate with customers to implement your product at their organization, hit your onboarding goals, and accelerate time-to-value.
The best customer onboarding software, like Rocketlane, unifies project planning, customer communication, and document management, so your team can manage new customer projects efficiently.
Well, it depends on your needs.
For B2B SaaS companies, customer onboarding software is a must.
Deploying only user onboarding software to onboard key customers may harm your long-term goals: not all customers are made equal; some may be tech savvy enough to learn the product with the help of the user onboarding tool. Some may need a more hands-on approach from your team. For the latter approach, you need a customer onboarding strategy and a customer onboarding software can help you execute that strategy.
Customer onboarding software offers the scope to tailor things for each customer. It helps you project manage the entire onboarding process, collaborate with your customer to hit targets and milestones, minimize time to value, and maximize your chances of success.
So, move over from generic solutions and give your customers a truly seamless onboarding experience with Rocketlane.
Purpose-built for customer-facing projects, Rocketlane brings consistency to your execution while offering transparency to you and your customer.
Rocketlane provides a friction-free customer experience with a dedicated customer portal, built-in CSAT, and project views that give a 30,000 ft. view of your project progress. It also provides you with a workspace that unifies all the tools you need for effective onboarding.
Head here for detailed plan and pricing.
If you want to get new users to their “aha moment” quickly, the right user onboarding software may be useful. It can help familiarize them with your product.
But, if your product requires high touch interactions between your team and your customers’, you need a customer onboarding tool. A good one helps you accelerate time to value and deliver value early in the customer journey.
It can facilitate collaboration, improve consistency and project visibility, and help you achieve faster go-lives.
Rocketlane has all the features you need in a customer onboarding tool to help you nail those first impressions.
Want to try before you buy? Book a demo or sign up for Rocketlane’s 14-day free trial today