Why checklists? Well, checklists are the most popular way to onboard new employees, and that’s for a good reason.
Checklists help you to follow a process, make sure you don’t neglect anything important and stay compliant. Instead of making you write your own, you can use one of the 6 we’ve prepared for you as a basis, and either take it as it is or modify it for your business. Continue Reading
Every company needs HR, but not every company needs an HR department.
For those who aren’t looking to set up the traditional HR team, Payroll Processors has the solution: an entire HR department stuffed into a single platform so you can streamline all your payroll and employee management needs in one place.
Much like us here at Process Street, the folks at Payroll Processors believe: let us take care of things so you can focus on your business.
It’s no surprise, then, that when Payroll Processors wanted to focus on its business, it came to us, and so began a beautiful relationship. Continue Reading
Process Street is dedicated to helping our users improve their business operations, and employee onboarding is a prime focus area. On this, we’re surprised to learn that some of our customers have been using Excel for employee onboarding.
According to Harvard Business Review, companies – on average – lose 23% of their new hires after one year. A more thoughtful approach to employee onboarding can dramatically improve this statistic for your organization; and for that, we say, get off Excel.
Glassdoor reports effective employee onboarding increases retention by 82%.
“Organizations with a strong onboarding process improve new hire retention by 82% and productivity by over 70%”
Now consider the cost of hiring a new employee is between ~6-9 months salary (the average salary for a customer success manager in the U.S. is ~$85,000 annually). When you do the math, it becomes clear how costs start to rack up.
If you’re a SaaS company dedicated to growth and gaining a competitive edge, this is an unnecessary cost that every team, including your customer success team, should avoid.
One of the best ways to improve retention is by focusing on your employee onboarding. That’s what we’re going to look at in this Process Street article.
And if you’re going to invest in onboarding, making sure your customer success managers are onboarded effectively is a good way to effectively hit two birds with one stone. Your CSMs are in charge of customer onboarding, so by providing a solid employee onboarding foundation to orient them, you’re also laying the foundation for a solid system of client onboarding.
By the end of this article, you’ll have learned the 16 employee onboarding best practices used by these top 4 international tech companies. Although these onboarding best practices are specific to a customer success manager role, they’re applicable across most business departments.
This is a guest post by Romi Catauta at Toptal. Catauta works in the marketing field and is passionate about writing on web design, business, interior design, and psychology.
Did you know that 53% of developers said working remotely was a priority when looking for a new job?
Finding the right developers to add to your team can be one of the most challenging hiring tasks for your HR department. It’s a cut-throat market, with smart companies steering top talent away from competitors.
Now, if I was an organization, I’d want to provide this type of value to my customers on a far larger scale – all of the time. And, judging by the fact that the use of customer success software platforms has risen from 25% to 43% over the past few years, so would a lot of other people.
Allow me to elaborate as we go through the following in this Process Street post:
A SaaS heavyweight & one of the largest tech companies in the world with over 49,000 employees in 28 countries, Salesforce has built the worlds most successful CRM – not to mention the tallest building in the Western US, the Salesforce Tower.
In this post we look at how Salesforce Datorama, a marketing intelligence and analytics platform, does client onboarding (and more!) with Process Street. We hosted a webinar with Salesforce Datorama’s senior success consultant Alex Hauer, to reveal their secrets.
Process Street is a no-code workflow software designed to help teams make recurring work fun, fast and faultless. We serve over 450,000 registered users including Salesforce as well as other tech giants like Spotify and Airbnb.
(Salesforce Ventures also participated in our recent $12 million Series A led by Accel, alongside Atlassian and others! 🎉)
Salesforce uses Process Street to help their customers learn how to use the product. The customer success team follow Process Street checklists, and even create checklists for the customers to follow directly.
Process Street has helped Salesforce scale best practices, increase new feature adoption, and easily follow & track customer progress.
Let’s see how Salesforce do it, and how you can do it too!
This is a guest post by Adela Belin, a content marketer, and blogger at Writers Per Hour. She is passionate about sharing stories with the hope to make a difference in people’s lives and contribute to their personal and professional growth.
After hundreds of applications, weeding out the good from the bad, and a series of interviews, you’ve finally found the right candidate for the role – you extend the offer, initiate the paperwork and that’s it, your work here is done.
But is it?
If your company’s recruitment process is as simple as the above, then you’re missing out on an important step – onboarding.
Neglecting your employee onboarding processes is something you cannot afford to do, especially in a remote set up.
In this Process Street article, we take a deep dive into a specific type of onboarding process. We will explain how you can perfect your remote onboarding process, wherein a new hire undergoes a set of formal meetings, briefings, socialization, training, and a series of other coordinated activities to get familiar with the remote job role, responsibilities, and overall company culture.
Having an effective employee onboarding process builds loyalty and engagement, improves productivity, and delivers a positive work experience. With that said, you can see how taking the time to perfect your onboarding processes is vital to nurture talent within your remote team.
If you’d rather skip ahead, just click on the relevant subheaders below. Alternatively, scroll down to read all we have to say regarding remote onboarding processes.
Studies show great employee onboarding improves employee retention by 82%. When considering the average cost of replacing an employee is ~$30,000, you will recognize how vital good onboarding processes are.
Despite this, 88% of organizations don’t onboard well. This is a major problem burning holes in a lot of pockets and a reason why sales onboarding is so important.
In this Process Street article, you’ll learn what sales onboarding is and the benefits good onboarding brings to a business. You will find out key skills to be identified and nurtured during the sales onboarding process before being granted access to Process Street’s Sales Onboarding Checklist for free. This checklist is uniquely designed to help you develop effective sales onboarding processes.
This article has been written to assist in the creation of a leading sales team. To do that we give you our top 11 template resources. You can click on the links below to be directed to these templates, or scroll down to find out more.
They’re at the frontline of all legal matters, providing advice on tricky issues, resolving disputes, and representing clients in court if needs be. All. Year. Round.
Ergo: There’s a lot on any given lawyer’s plate.
With the huge amount of recurring tasks that need to be completed, on top of looming deadlines and constant work-related pressures, it’s easy for quality to slip. Especially when it comes to one of the most important processes of all – the intake process.
It’s why 61% of law firms forget to ask for the client’s name during their initial conversation, why 35% of calls from clients go unanswered, and why it takes 3 or more days for 42% of law firms to respond to prospective clients.
For a law firm to keep its prestigious reputation – and to continue working with great clients – the intake process needs to effective, efficient, and done properly.
That’s why this blog post exists.
In this post, I’ll discuss what an intake process is, its benefits, why it’s important, and how Process Street can help law firms streamline the entire process.