Mainstream safety certification like SOC two, ISO 27001, or HITRUST can Price tag nearly $200k based upon your business’s sizing, market, and complexity—not which includes ongoing audit and recertification costs.
Considering that bringing Connexify on board, I have witnessed my task timelines make improvements to large time. Anything runs smoother—my team can zero in on developing great perform with no perspiring the deadlines.
Established more compact milestones. With regards to the length in the venture, you may set milestones each month or when each individual three months.
Welcome to the Connexify documentation! This guidebook is made to help you navigate and employ the features of
Constructing private associations with consumers. Customer onboarding offers you a chance to forge a strong bond with clients. By Placing a facial area towards the onboarding course of action, you inadvertently Have a very foot soldier who will reduce and make clients share why they may want to churn.
Versatile Dashboard: Tailor it to the coronary heart's written content. Whether or not you wanna observe the big image or dive in the nitty-gritty, this dashboard's obtained your again. Learn more at connexify dashboard overview.
Accomplishment in onboarding isn’t just about job completion prices. Are clients adopting the product or service? Are they achieving their initially price milestone? These are generally the metrics that actually subject.
It’s not adequate to agenda observe-up calls. You should also actively hear clients and become receptive to feedback.
This stage is in which you put in place a brand new client for success by seeking to grasp what they want in detail, whenever they’ve labored with related provider companies, etc., making use of concerns which include:
Profitable client onboarding is really a two-way Road! Make sure you Possess a move where you precisely give your customers a chance to deliver opinions.
Considered one of Connexify's MVP capabilities is generating account connections basic. Linking up tools like Google Advertisements and Analytics can be a tiresome connexify task, Specially with several clients in play. Connexify's acquired this all the way down to a simple faucet-tap solution, pulling almost everything alongside one another in a single easy interface.
The simplest way to align teams is thru a centralized productivity System like ClickUp. Teams can certainly collaborate on each and every element of a venture—without at any time needing to hop amongst applications and platforms.
Integrations: Link Rocketlane with Salesforce, Slack, Jira, and A large number of workspace applications to be able to pull details, update your clients’ statuses, and share sources instantly when certain problems are fulfilled
Use ClickUp’s Workload Perspective to find out that's in advance or behind and easily drag-and-drop jobs to reallocate resources