Client onboarding is what happens next after a deal is closed. It’s the linchpin between when a SaaS solution provider earns a new client and when that client starts to use the solution. As a software solution provider brings a new client into their business fold, the onboarding experience welcomes the client and integrates the newly acquired solutions into the client’s business operations.
Consider the start of a customer relationship between a new client and an ERP provider. The client onboarding process involves:
- Tracking down historical data that needs to be migrated over to the new system
- The subsequent storage and migration of business data, with modifications and validations performed to ensure data fits into the new system and new processes
- Configuration of the vendor solution to capture new processes & client’s data
- All the communications happening throughout the implementation process
While the timeline of the customer onboarding process can vary based on the nature of the solution, the overarching goal of a B2B software implementation is to make the transition as seamless as possible and meet the client’s expectations.