If you want to design the perfect customer onboarding process, you need the right tools. In this article, we’ll show you the best customer onboarding software to help you gain loyal customers. We’ll compare the following: By the end of the article, you’ll know exactly which tools to use to design your customer onboarding system. Let’s get started.

Infrastructure and IT are basic requirements for nearly all companies as we live in an increasingly distributed world. For companies that are trying to grow quickly, it can be difficult trying to hire for so many other key roles as well as build out their own IT department. This is where turning to a managed service provider can be a game-changer. By offloading infrastructure and IT strategies to another company, this frees a company up to focus on driving forward in their business goals.

In Part 1 of this series, we introduced ways that customer support can identify sales opportunities using ticket automation triggers in your TeamSupport B2B customer support solution. Ticket automation triggers allow you to set up multiple search parameters, identify certain keywords, and automatically take action, or multiple actions on a ticket, including sending alerts to specific team members when appropriate.