6 Ways Clustdoc Onboarding Software Can Help Optimize Your Sales Process

If you work in Sales, you already know hard it can be to find and close new customers. To succeed, it actually takes more than a good product or service. A well-optimized onboarding closes the loop, helping you engage customers during the intake phase.

Two main reasons why your onboarding process is not converting for you are

1) It is not optimized for your sales process

2) Your customers don’t understand your product

You can increase your brand loyalty by 86% by optimizing your onboarding process towards welcoming and educating your customers. 

Your focus has been to optimize your sales process and retain your customers. That is the right approach since the cost of acquiring new customers is anywhere between 5 and 25 times higher than retaining an existing one. 

After rounds of discussion with your team on how to shorten the sales cycle, you reached a decision that improving your customer onboarding process can help you engage more customers and optimize your sales process. 

Now, you are confused about where to start and which software to go with to sort out your problem. It is where Clustdoc comes in with its intuitive and automated onboarding software that will solve most of your problems.

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We know you’ve done your homework on us and what we can offer your company. I’ll explain how Clustdoc onboarding software can help you enhance your sales performance and minimize client abandonment to assist you make the decision faster.

Your clients are waiting for a better onboarding experience, so–


  1. Effective Lead Capturing

Lead generation in modern business is not an easy task. Hubspot says it is the biggest challenge for 61% of marketers who are trying to generate traffic and new leads. 

Without a lead-capture form, your visitors will just come and go without any trace. 74% of marketers use web forms to acquire leads and about 50% consider it the most effective converting lead generation tool. 

You don’t want your clients to view a form that is unattractive and non-interactive because that is the first step when a new client wants to sign up with your firm. With Clustdoc, you can replace the contact form on your website with an attractive and engaging form that also streamlines lead capture. 

The best feature with Clustdoc’s lead-capture form is you can prequalify new clients through forms. For example, if a new client responds that they are interested in your firm through the form– you can share with them different forms for information collection depending on their identity or business. 

Using this feature, clients experience a frictionless and personalized experience and you get accurate information through the lead-capture forms. 

On the business side, it is easy for you to move different customer segments down the sales pipeline without having to segregate customers manually.

  1. No More Wasting Time on Manual Tasks 

Onboarding has always been a demanding and tiring task for companies. Personally, I have seen companies manually handle their onboarding through emails, and looking at it made me want to run away. 

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Manual Onboarding is taxing for both companies and customers. It is both slow and error-prone, which results in low customer satisfaction. This is the easiest way to lose a customer if you ask me. 

According to a McKinsey study, 52% of customers leave companies within the first 90 days because of poor onboarding, engagement, and customer service. You might lose 60% of potential revenue even before you start if your onboarding process is too long or cumbersome. This is what a slow and manual onboarding system can do to your business.

Clustdoc is an onboarding software that allows you to automate your onboarding workflow and automatically onboard users without any manual operations. 

Clustdoc automatically verifies the client’s profile based on their responses and leads them to the next onboarding stage once they fill out an intake form through the web portal. The next step is to book appointments with sales representatives, who can impress them with quick response time and reliable service. 

You’ll soon see that Clustdoc’s exceptional information capturing software makes it super easy for you to transform onboarding into a highly efficient and customer-friendly experience. All that while remaining hands-off and letting the system do the work for you.

The ability to integrate is another wonderful feature that helps you automate and optimize the sales process on Clustdoc. 

  1. Integrate with Your Favorite CRM Tools

The third way you can achieve shorter sales cycles with Clustdoc is its integration feature. 

You can create an integration between Clustdoc and your favorite CRM tools to automate your workflows and speed up your sales cycles to an unmatched level.

By integrating your CRM tool with Clustdoc, you can drive a seamless customer-centric process, delivering an amazing onboarding experience to your customers resulting in a higher number of closed deals.  

Data you collect through the onboarding portal can easily be shared with your CRM to build a robust end-to-end onboarding experience. You can set up a custom client onboarding checklist for your prospects and automatically notify them via email or SMS to start the workflow on a branded online interface. 

You can integrate Clustdoc with popular CRM tools like Hubspot, Monday.com, Salesforce, Zoho CRM, Zendesk, SugarCRM, and many more. 

For example, by connecting a CRM tool like Clustdoc in a few clicks, you can free yourself from manual interactions with your new customers by automating your sales and onboarding workflows. 

With Clustdoc at hand, you can design a lead capture process that delivers value to your customers, enhances long-term relationships, and most of all drastically reduces customer churn rate.

  1. Lower Your Customer Churn Rate

Customers are the greatest asset and that is why acquiring customers is a priority for every business out there. But still, every year in the US alone, businesses lose $136.8 billion to customer churn which they can avoid. 

How do you avoid customer churn, the business killer?

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The answer is simple– with the right onboarding approach, you can improve customer retention and lower the churn rate. 

Let’s understand why customer churn happens in the first place– 1) Customers don’t find value in your product, 2) They didn’t have a good buying experience, 3) They don’t feel valued (long wait time and response time), and 4) They lost trust because of bad customer experience.

Warren Buffett said: “It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” 

In a study, 95% of participants said they normally tell at least one other person about an unpleasant customer experience, while 54% said they tell at least five other people.

Reputation damage can leave lasting effects on your business killing conversions. Your customers want a great upfront service. They are even willing to pay more if you can ensure a good customer experience. In fact, 9 out 10 customers in a survey said they are willing to pay more for a satisfactory experience.

With Clustdoc, you can find answers to your customer churn problem by providing a remarkable customer experience and improving your chances for customer acquisition.

Information collected during onboarding can help your sales reps identify sales opportunities and provide unique solutions to specific customer segments. This will help your sales and marketing teams better understand customer needs and provide the best available solutions.

Using the reminder feature in Clustdoc, you can prevent oversight and boost customer engagement. Now, your sales reps can send notifications of new offerings and stay connected with them.

You can understand customer needs and provide prompt, proactive, and personalized service to turn customers into loyal advocates of the brand.

  1. Build Trust in Your Customers 

“If people like you they’ll listen to you, but if they trust you they’ll do business with you.” – Zig Ziglar

Having a high-quality product and service is only half the battle. A great onboarding experience can help you build trust in customers and massively lift your sales. Statistically, a 5% increase in customer retention can boost profitability by as much as 95%

A great customer experience can have a huge impact on customer trust and loyalty. If you value your customers and their choice, they’ll invest in you. 

You have to provide a valuable experience to your customers to make them feel connected to your product. With Clustdoc’s extensive list of unique and customized features, you can provide value to your customers making them true fans of your brand.

Some Clustdoc features that can help you turn one-time customers into long term fans are:

  • A secure inbox system to discuss with your customers any aspects of your product they don’t understand.
  • Due dates and reminder features to notify clients about pending onboarding workflow.
  • Auto-triggered actions to seamlessly move clients from one stage of onboarding to another.
  • A secured interface that complies with relevant data regulations to make sure their information is secure with you.

Your focus should always be on relationships and providing a personalized and engaging experience to your customers is a step in the right direction. 

  1. Provide Personalized Customer Experience 

Your customers are unique and so are their needs and expectations with your product. And that is why personalization is crucial.

You must have heard of this before and you know that personalized user experience can help you create an engaging and successful experience for your customers. 

As a brand, one of the main focuses at Clustdoc is providing unique and personalized experiences to our users and their clients. 

On Clustdoc onboarding software, you can welcome your customers with a personalized welcome message that makes them feel special and valued. 

Another great feature for creating a personalized onboarding experience with Clustdoc is unique workflows. You can define how your workflow looks and functions based on your needs.

An additional feature is the ability to automatically capture the right leads by simply adding an access URL on the landing page. You can have unique lead-capturing forms on different landing pages.

We have created 100+ onboarding templates that you are ready to use or can be customized depending on your business needs. These templates can be used in all sorts of businesses. 

You can easily edit these templates or create new ones to use over and over again.

Personalizing onboarding experience means that you value your customers and want to help them achieve their goals. By tailoring the onboarding process, you can increase product engagement and improve sales for your business. 

Start with Clustdoc to Skyrocket Your Sales

If you are starting to think about how to shorten the sales cycle and provide value to your customers, start with Clustdoc. 

With Clustdoc, you can provide a better customer experience to your clients because it’s faster, time-saving, and efficient for both you and your clients. 

Clustdoc can help you take your sales to the next level without putting any extra burden on you.

Check out Clustdoc now and see your lead generation improve and eventually an exponential number of customers coming your way.

You can enjoy all the features of Clustdoc at no cost for the first seven days once you register on Clustdoc.