Implementation Stories
Implementation Stories
Strategies for sustained onboarding success: Leveraging proactive engagement
Heather Spencer, Manager - Customer Onboarding at 1Password, shares insights, and strategies for sustaining success in customer onboarding.
Implementation Stories
Maximizing impact: Lean teams in large client rollouts
Learn to maximize impact with lean implementation teams and the process of scaling documentation and training for larger implementations.
Implementation Stories
Using the pre-sales phase as groundwork for customer onboarding
Alex Laverty, Director - CS @ People.ai, talks about ensuring high user adoption post customer onboarding, and the Discovery Scorecard.
Implementation Stories
Customer onboarding best practices from Rocketlane
Vishnu Prasad, Solutions and Onboarding Lead at Rocketlane, shares all the details on the four-pillar approach to customer onboarding.
Implementation Stories
Tactics for complex customer onboarding journeys
Mahesh Motiramani, Director of Customer Success at Dataiku, shares insights and inputs to help you navigate complicated customer onboarding
Implementation Stories
Using EBRs to build strong customer relationships
Alisha Hardoon, CSM at Robin, shares how you can make the most of executive business reviews (EBRs) and build a strong foundation for them.
Implementation Stories
What it takes for CS and Product teams to collaborate successfully
Learn tips and best practices to help your CS and Product teams collaborate towards shared success from this Implementation Stories session
Implementation Stories
Supercharging customer onboarding with a consultative approach
Brittany (Yandura) Preseau, Senior Customer Success Manager at Fieldguide, shares how you can have consultative customer onboarding journeys
Implementation Stories
Using data to digitize customer success at your organization
Daria, Senior Customer Journey Manager at Amplitude, on how they leveraged data to improve their customer journeys across segments
Implementation Stories
BombBomb’s prescriptive approach to product adoption
On BombBomb's iterative approach to developing a mind-blowing onboarding experience for their customers
Implementation Stories
Making data-driven customer onboarding decisions
Katie Clark on the importance of onboarding metrics, their impact on decision-making, and more
Implementation Stories
Samantha Wong on Scaling Customer Onboarding at Front
How onboarding evolved at Front, and lessons from their CS journey
Implementation Stories
Effective change management during customer onboarding
The CS Head at Ada Health talked about how change management can aid in getting users to adopt your product before go-live
Implementation Stories
GetResponse’s customer onboarding playbook
Learn how to choose the right customer onboarding model for your product.
Implementation Stories
When lives are on the line: Customer onboarding under pressure
Meg Lovell of Everbridge on her learnings from high-stress, high impact customer onboarding journeys
Implementation Stories
The right tech stack for high-touch customer onboarding
Kapiche's onboarding methodology, how to shorten TTV, using the right tools for onboarding, and more.
Implementation Stories
Inflexion: Darwinbox’s six-step customer implementation framework
Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process
Implementation Stories
Delivering a mindblowing customer onboarding program
Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers
Implementation Stories
Decoding customer onboarding at Insent
The Insent team shares their approach to onboarding, their challenges, successes, and learnings from onboarding 50+ customers in two years
Implementation Stories
Nailing customer onboarding using the Project Management approach
How using project management principles to your onboarding projects makes the experience better for customers
Implementation Stories
Getting effort estimation right and winning over customer expectations
Deepa talks about estimation models, its four essential components, and takes us through a sample estimation exercise
Implementation Stories
Alex Farmer on the role of the CSM in successful customer onboarding
Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to your customer onboarding journey
Implementation Stories
How quality customer education enhances value delivery
Brittany Lockwood, CSM at Dealpath, walks us through her experiences and learnings from her CS and CE journey
Implementation Stories
Jeff Kushmerek on creating specialized customer implementation teams
Jeff Kushmerek shares lessons on customer implementation processes and methodologies from his extensive implementation experience
Implementation Stories
High-touch vs. self-serve customer onboarding for SMBs
Richard shared his experiences with customer onboarding, the reasons for Crew’s switch to a low-touch onboarding model, and more
Implementation Stories
Branch.io's High-touch Onboarding for Experienced Customers
Apoorva shares how she designs differentiated onboarding journeys for different customer segments
Implementation Stories
The impact of culture on customer project execution
In this session, Alex spoke to us about customer onboarding execution and success in a multi-geography environment having cultural barriers.
Implementation Stories
Nimesh of Rockmetric on onboarding enterprise customers in finance
Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey
Implementation Stories
How Innovaccer does customer onboarding and implementation
Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach and more
Implementation Stories
WebEngage's approach to complex customer onboarding journeys
Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey
Implementation Stories
How Pando onboarded 20 enterprise clients in two years
Nigamanth Srivatsan, Director - CS @ Pando, a freight management SaaS company, shares the lessons learnt from onboarding enterprise clients
7
MIN READ
Strategies for sustained onboarding success: Leveraging proactive engagement
Heather Spencer, Manager - Customer Onboarding at 1Password, shares insights, and strategies for sustaining success in customer onboarding.
Heather Spencer, Manager - Customer Onboarding at 1Password, shares insights, and strategies for sustaining success in customer onboarding.
4
MIN READ
Maximizing impact: Lean teams in large client rollouts
Learn to maximize impact with lean implementation teams and the process of scaling documentation and training for larger implementations.
Learn to maximize impact with lean implementation teams and the process of scaling documentation and training for larger implementations.
7
MIN READ
Using the pre-sales phase as groundwork for customer onboarding
Alex Laverty, Director - CS @ People.ai, talks about ensuring high user adoption post customer onboarding, and the Discovery Scorecard.
Alex Laverty, Director - CS @ People.ai, talks about ensuring high user adoption post customer onboarding, and the Discovery Scorecard.
5
MIN READ
Customer onboarding best practices from Rocketlane
Vishnu Prasad, Solutions and Onboarding Lead at Rocketlane, shares all the details on the four-pillar approach to customer onboarding.
Vishnu Prasad, Solutions and Onboarding Lead at Rocketlane, shares all the details on the four-pillar approach to customer onboarding.
5
MIN READ
Tactics for complex customer onboarding journeys
Mahesh Motiramani, Director of Customer Success at Dataiku, shares insights and inputs to help you navigate complicated customer onboarding
Mahesh Motiramani, Director of Customer Success at Dataiku, shares insights and inputs to help you navigate complicated customer onboarding
5
MIN READ
Using EBRs to build strong customer relationships
Alisha Hardoon, CSM at Robin, shares how you can make the most of executive business reviews (EBRs) and build a strong foundation for them.
Alisha Hardoon, CSM at Robin, shares how you can make the most of executive business reviews (EBRs) and build a strong foundation for them.
5
MIN READ
What it takes for CS and Product teams to collaborate successfully
Learn tips and best practices to help your CS and Product teams collaborate towards shared success from this Implementation Stories session
Learn tips and best practices to help your CS and Product teams collaborate towards shared success from this Implementation Stories session
5
MIN READ
Supercharging customer onboarding with a consultative approach
Brittany (Yandura) Preseau, Senior Customer Success Manager at Fieldguide, shares how you can have consultative customer onboarding journeys
Brittany (Yandura) Preseau, Senior Customer Success Manager at Fieldguide, shares how you can have consultative customer onboarding journeys
5
MIN READ
Using data to digitize customer success at your organization
Daria, Senior Customer Journey Manager at Amplitude, on how they leveraged data to improve their customer journeys across segments
Daria, Senior Customer Journey Manager at Amplitude, on how they leveraged data to improve their customer journeys across segments
5
MIN READ
BombBomb’s prescriptive approach to product adoption
On BombBomb's iterative approach to developing a mind-blowing onboarding experience for their customers
On BombBomb's iterative approach to developing a mind-blowing onboarding experience for their customers
5
MIN READ
Making data-driven customer onboarding decisions
Katie Clark on the importance of onboarding metrics, their impact on decision-making, and more
Katie Clark on the importance of onboarding metrics, their impact on decision-making, and more
7
MIN READ
Samantha Wong on Scaling Customer Onboarding at Front
How onboarding evolved at Front, and lessons from their CS journey
How onboarding evolved at Front, and lessons from their CS journey
10
MIN READ
Effective change management during customer onboarding
The CS Head at Ada Health talked about how change management can aid in getting users to adopt your product before go-live
The CS Head at Ada Health talked about how change management can aid in getting users to adopt your product before go-live
10
MIN READ
GetResponse’s customer onboarding playbook
Learn how to choose the right customer onboarding model for your product.
Learn how to choose the right customer onboarding model for your product.
3
MIN READ
When lives are on the line: Customer onboarding under pressure
Meg Lovell of Everbridge on her learnings from high-stress, high impact customer onboarding journeys
Meg Lovell of Everbridge on her learnings from high-stress, high impact customer onboarding journeys
7
MIN READ
The right tech stack for high-touch customer onboarding
Kapiche's onboarding methodology, how to shorten TTV, using the right tools for onboarding, and more.
Kapiche's onboarding methodology, how to shorten TTV, using the right tools for onboarding, and more.
7
MIN READ
Inflexion: Darwinbox’s six-step customer implementation framework
Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process
Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process
5
MIN READ
Delivering a mindblowing customer onboarding program
Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers
Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers
3
MIN READ
Decoding customer onboarding at Insent
The Insent team shares their approach to onboarding, their challenges, successes, and learnings from onboarding 50+ customers in two years
The Insent team shares their approach to onboarding, their challenges, successes, and learnings from onboarding 50+ customers in two years
3
MIN READ
Nailing customer onboarding using the Project Management approach
How using project management principles to your onboarding projects makes the experience better for customers
How using project management principles to your onboarding projects makes the experience better for customers
5
MIN READ
Getting effort estimation right and winning over customer expectations
Deepa talks about estimation models, its four essential components, and takes us through a sample estimation exercise
Deepa talks about estimation models, its four essential components, and takes us through a sample estimation exercise
5
MIN READ
Alex Farmer on the role of the CSM in successful customer onboarding
Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to your customer onboarding journey
Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to your customer onboarding journey
5
MIN READ
How quality customer education enhances value delivery
Brittany Lockwood, CSM at Dealpath, walks us through her experiences and learnings from her CS and CE journey
Brittany Lockwood, CSM at Dealpath, walks us through her experiences and learnings from her CS and CE journey
5
MIN READ
Jeff Kushmerek on creating specialized customer implementation teams
Jeff Kushmerek shares lessons on customer implementation processes and methodologies from his extensive implementation experience
Jeff Kushmerek shares lessons on customer implementation processes and methodologies from his extensive implementation experience
3
MIN READ
High-touch vs. self-serve customer onboarding for SMBs
Richard shared his experiences with customer onboarding, the reasons for Crew’s switch to a low-touch onboarding model, and more
Richard shared his experiences with customer onboarding, the reasons for Crew’s switch to a low-touch onboarding model, and more
3
MIN READ
Branch.io's High-touch Onboarding for Experienced Customers
Apoorva shares how she designs differentiated onboarding journeys for different customer segments
Apoorva shares how she designs differentiated onboarding journeys for different customer segments
3
MIN READ
The impact of culture on customer project execution
In this session, Alex spoke to us about customer onboarding execution and success in a multi-geography environment having cultural barriers.
In this session, Alex spoke to us about customer onboarding execution and success in a multi-geography environment having cultural barriers.
3
MIN READ
Nimesh of Rockmetric on onboarding enterprise customers in finance
Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey
Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey
3
MIN READ
How Innovaccer does customer onboarding and implementation
Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach and more
Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach and more
3
MIN READ
WebEngage's approach to complex customer onboarding journeys
Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey
Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey
4
MIN READ
How Pando onboarded 20 enterprise clients in two years
Nigamanth Srivatsan, Director - CS @ Pando, a freight management SaaS company, shares the lessons learnt from onboarding enterprise clients
Nigamanth Srivatsan, Director - CS @ Pando, a freight management SaaS company, shares the lessons learnt from onboarding enterprise clients
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