What Enterprise Businesses Use Plus to Scale Customer Onboarding, Engagement and Success

Dec 18, 2024

One of the greatest issues that companies face is scaling customer onboarding while maintaining consistency, engagement, and the long-term sustainability of their business. When your client base grows the task of ensuring each customer receives the same high-quality personal experience is becoming increasingly complicated. This is the point where Plus is able to help.

With real-world examples we'll look at the tools and features they employ to provide seamless learning experiences, which grow along with their businesses and increase customers' satisfaction and loyalty.

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How Plus assists to improve the customer onboarding process

More than two-thirds believe that onboarding is an essential aspect of buying, which makes it an essential element of the buying process. In order to effectively guide leads throughout your sales funnel you require a solution that balances efficiency with personalized education--and that's exactly what Plus delivers.

By streamlining the onboarding process and reducing the time-to-value of customers (TTV), Plus allows businesses to scale their onboarding initiatives without soaring budgets or degrading the quality.

This platform allows teams to create consistent, enjoyable onboarding experiences for customers at a large the same time, making sure that every client gets the training they require to achieve their goals, regardless of how rapidly your business expands.

PayShepherd's task: balancing the human factor with the ability to scale.

PayShepherd can help large-scale equipment owners monitor their contractors as well as contractor spending, offering an array of solutions for tracking the expenditures and streamlining invoice cycle.

One of the main factors in PayShepherd's growth has always been the human-centric approach it takes to software. It was an aspect they weren't willing to sacrifice. But as the business grew, the founders faced the issue of growing without losing that personalized touch.

To maintain its high-touch customers' experience and to scale effectively, PayShepherd turned to Plus.

Discover more How PayShepherd leveraged the power of Plus to quickly onboard passengers, reduce onboarding time by 75%.

PayShepherd's solution: Leveraging Plus to expand customer onboarding

Through the use of Plus, PayShepherd transformed its onboarding process, reducing onboarding time by a staggering 75 percent. By using self-guided online training as their primary tool to onboard They experienced three major advantages:

  1. The reduction of 1-on-1 onboarding calls  PayShepherd's switch to self-guided onboarding eliminated the need for a lot of one-on-one onboarding calls. This was which is the reason for the75 percentage reduction in the onboarding duration.
  2. Utilizing valuable resources : Within only three months, the PayShepherd team has saved350 hours that they could reinvest into programs that have high-ROI and fueled company growth.
  3. Delivering consistent onboarding experiences: By standardizing their onboarding through Plus, PayShepherd ensured that all customers received the same high-quality, engaging experience--regardless of scale.

Customer feedback post-rollout was overwhelmingly positively. The users were impressed by the variety of learning formats, including visual or auditory content, which helped cater to different learning preferences.

This case study demonstrates the way PayShepherd increased its onboarding process using Plus and lays the groundwork for increasing the engagement of customers and their success over the entire customer lifecycle.

How Plus helps increase customer engagement

Recent research published by Intellum discovered that education for customers programmes can result in an increase of 40% in product adoption, a 26% boost in customer satisfaction and 35% improvement in overall value. This research shows that education of customers is crucial to boosting brand recognition as well as loyalty, engagement with the product as well as advocacy.

One company that understands this firsthand is Hootsuite one of the most popular social media management system with over 16 million active learners on its online courses.

  Hootsuite's journey to improved engagement  

        "One of the first reasons we chose Plus was the fact that it could handle our student body that is large and complex. ..."      
         - Ryan Chynces, Hootsuite's Online Education Manager at Hootsuite    

Hootsuite's team leveraged Plus's dynamic course builder and certification features to enhance customer engagement. Through engaging courses and certificate programs that keep users actively engaged and educated--ultimately reducing churn and increasing customer retention.

Utilizing Plus' course building tool as well as certifications

The process of educating customers about their needs doesn't have to begin after the purchase; it can be a powerful tool long before customers even start the process of buying.

Customer onboarding may be a customer's first experience using your educational content but as we've observed in Hootsuite the process of education usually begins at a much earlier point.

Programs like Hootsuite's Social Media Marketing Certification Course expose potential customers to the brand well before they're in the market for a social media control device. With industry-specific and valuable certificates, Hootsuite increases awareness and engagement, drawing potential customers to their sales funnel.

        "In 10 years' time, we'd like to have every one of our clients to consume Hootsuite Academy education content. Beyond that our goal is to be the leader on the planet in social media education."    
          Sarah Whyte, Former Education Marketing Specialist at Hootsuite    

Online courses do more than only increase awareness of brands; they improve customer satisfaction and increase loyalty after a purchase. By leveraging certifications through Plus, businesses can amplify this benefit by offering learners a way to share their accomplishments.

certifications are available on platforms like LinkedIn, resumes, or used in professional networks expanding awareness and attracting prospective customers.

How Plus helps customer success teams

In ideal conditions, your business will be able to have at least one employee dedicated to developing your online academy. But, many businesses don't have the capacity to allocate a full team for this job. If you cannot be able to hire a full-time staff member for your academy, we recommend using your customer success group to manage and scale your education programs for a more effective approach.

This approach aligns with their expertise in customer relationships and ensures that their education programs support customer needs and success. In this section we'll look at the ways that Plus helps your customer success teams (or specifically-designed marketing or education teams) to develop and scale educational programs for customers.

Through the use of Plus the Plus team can efficiently create and scale comprehensive learning experiences that improve customer satisfaction and business growth.

  Chargebee's plan to empower the customer to succeed  

Chargebee, a revenue growth management platform, needed an effective way to expand the education of customers for businesses that subscribe globally. When their company grew and they embraced Plus to create an easy, flexible and enticing customer educational experience.

Here's how Chargebee made use of Plus features to make it work:

  • A streamlined course design process using the drag-and drop creator: Chargebee streamlined their course design process using the drag-and drop course builders. This allowed their customer success team to create and manage courses with no any technical knowledge, allowing them to grow their onboarding and learning courses quickly.
  • Advanced analytics for tracking learner progress: To ensure students were engaged and moved through the material, Chargebee utilized 's advanced analytics. They tracked rate of completion, progress of learners, and engagement metrics, allowing them to optimize their customer education programs as well as continuously improve their performance.
  • The use of certifications can enhance learning and engagement Chargebee implemented certifications as part of their courses, allowing learners to showcase their expertise and experience after completing the course. These certifications motivated students to finish their training and also increased the visibility of their brand by letting learners share their successes through platforms such as LinkedIn.

With these capabilities, Chargebee scaled their Subscription Academy to reach customers in more than 20 countries. They provide customized, top-quality training to subscription professionals worldwide. Plus allowed Chargebee to grow their subscription programs effortlessly while maintaining consistency, engagement, and quantifiable success.

        " Plus is a scalable solution that has exceptional capacity which allows companies to increase the number of courses they offer and their student numbers without limiting them. It's able to handle infinite courses, students, and bandwidth, ensuring businesses are able to expand their online learning offerings without having to worry about the technical restrictions."    
        - Guy Marion, Chief Marketing Officer      

Meet Plus is a powerful platform to scale your customer achievement

A good platform is crucial for businesses looking to create effective customer education and training programs that help customers achieve success. Plus has been designed to accommodate the changing needs of organizations who want to offer education programs that are engaging in education, enlightenment, and growth with their customer base.

Here's the way Plus supports scalable, effective educational methods for customers:

  • Advanced analytics for deeper insights understanding how customers respond to your educational material is essential for continual improvements. In addition, it provides advanced analytics that offers insights into learner behavior in terms of completion rate, learning outcomes, as well as areas in which your course could be optimized.

Final thought

Plus offers the necessary tools and flexibility to design engaging educational experiences, ranging from cutting off time for onboarding and increasing participation to increasing worldwide reach. When you're providing self-paced onboarding or offering certificates to increase awareness of your brand, or using interactive features to improve customer satisfaction Plus makes sure that your education program scales without compromising quality.

  Key takeaways:  

  • Plus allows for scalability  with features like self-paced courses and large content uploads, companies can quickly scale their customer educational programs, without degrading effectiveness or engagement.
  • Customer education drives results  The programs built on Plus have proven to be beneficial, like a shorter time to onboard as well as improved customer retention and a higher level of engagement with certificates and interactive content.
  • Global reach and personalized learning  It also allows companies to createconsistent and high-quality educational experiences that appeal to diverse, international audiences. This ensures that every user receives the help they require.
  • Actionable insights with advanced analytics  Additionally, it provides sophisticated analysis and learner tracking for companies to measure the effectiveness of their education programmes and constantly improve.

  Is it time to revolutionize your Customer Training?  

Get the Plus Customer Training Evaluation Guide to discover ways the platform can assist you in scaling customer education, boost participation, and ultimately drive growth. Get started on building your customer training academy now, and experience the results for yourself!

Unlock the Ultimate Guide to Customer Training: Download Now

 
 

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