SAN MATEO, Calif., Jan. 27, 2025 /PRNewswire/ -- Rocketlane, the leading customer onboarding and PSA (professional services automation) platform, today announced the release of its annual State of ...

What to include in your customer service policy [checklist] Some elements of the customer service ... Fortunately, once you’ve outlined them, you can quickly build a library of message templates ...

Retail giant Amazon, online fast-fashion retailer Shein and confectionary brand Ghirardelli Chocolate are among the 600 companies recognized for offering the best customer service in America ...

You have changed. You need to take re-boarding into a role you held before every bit as seriously as you take onboarding into a new role. Converge. Then evolve. Take the time to craft your 100-Day ...

One way to streamline this process is by using an onboarding template. In this blog post, we will explore how organizations can utilize an onboarding template to facilitate a seamless integration for ...

A strong customer onboarding process ensures they understand how to get the most out of their purchase and stay satisfied. You can set the tone for the rest of your relationship with the client. You ...

Customer onboarding platform, Rocketlane, has raised $18 Mn as part of its Series A funding round. The round was led by 8VC, among other institutional investors. Nexus Venture Partners ...

However, customer onboarding processes continue to present meaningful challenges for advisors due to high volumes of paperwork and manual processes and workflows that compromise productivity and ...

HR managers can help make this transition smoother by sticking to a flawless employee onboarding checklist. In this article, you’ll learn how to onboard new employees and come up with employee ...