If you’ve signed on a new client, congrats, but your job isn’t over yet. Here’s how to ensure a successful customer onboarding and keep that client.
Sales Follow-Up.
The first few days after a sale are perhaps the most crucial in the entire sales process. Doubt is highest during this period and new customers might spot, or think they spot, faults. How can you break through this static and keep a customer in the fold? The answer may be simpler than you think. It’s all about successful customer onboarding.
How To Successfully Onboard VOIP Customers.
You can accomplish successful customer onboarding by keeping four simple points in mind.
- Know their network
It’s normal for customers to be concerned about their new technology purchases. They might get nervous, but nothing calms them down quicker than a prompt response when they have an issue. By having information about bandwidth, routers, switches and firewalls, you can prepare and troubleshoot quickly. If you don’t manage the network, request access to login details or an introduction to the gatekeeper of their network so you can help when they need support. - Take it slow
You may be tempted to get a new client onto new systems as quickly as possible. But it’s often better to take it slow. Cloud phone system installs are relatively simple, but if you rush through them, you might overlook details. Reviewing incoming calls, handling groups, speed dials, and busy lamp fields can help ensure a smooth onboarding process. - Become their trusted advisor
Any time you can help your new client is an opportunity to improve your image. Try to give them helpful suggestions. For example, you can call attention to things that they can improve while pointing out what you’re planning to do. Maybe offer them a timeline for what to do next. This creates a consultative approach that helps you become the trusted advisor and someone to call when things go wrong. - Stay in touch
Your client might be looking to you for more than just cloud connectivity. If you’ve provided an easy onboarding process, they’re likelier to ask you for advice on solutions for other matters. We’ve found that checking in regularly during the first quarter after onboarding the client is critical to future sales.
Getting Help For Successful VoIP Customer Onboarding.
If you ever need help, you can reach out to us at D3UC. Working with a partner like us opens up a whole new option in successful customer VoIP onboarding because of our white-label cloud phone option.
We’re telecom veterans and we have unmatched expertise in the managed service provider (MSP) business. We’ll work with you to improve your selling, installing, and marketing and help you support your new VoIP service. All these options and more are yours to choose from, so just get in touch with us to get started.
