All posts in Onboarding


Improve Employee Retention by 82% With These 16 Onboarding Best Practices

onboarding best practices

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.

We’ll explain how we, along with Salesforce, Netflix, and Intercom, onboard our customer success managers.

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.

Let’s get stuck in!
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Developer Onboarding Best Practices With 11 Top Tips for Remote Teams

developer onboarding

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.

And when you consider most developers are looking for remote-based work, this makes developer onboarding a whole different ballgame.

To help, we at Process Street give you our top tips, tricks, and best practices that’ll help you identify, hire, and retain talented remote developers.

Whether you’re wondering how to hire a CSS developer, a full stack developer, or anything in between, this guide will help you find the perfect candidate for the job.

We at Process Street know a thing or two about remote work. The below advice has is therefore tried, tested, and approved as best practice.

What are you waiting for?

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Find the Best Customer Success Software & Grow Lifetime Customers

customer success software

Have you ever typed out a full message on your phone, only to realize that you’ve misspelled something at the very beginning?

It can often take you longer to navigate the teeny-tiny cursor back to fix your mistake than it did to write the message in the first place, right?

I’ve got a little trick that will make correcting your texts 10x easier.

If you slide your finger over the spacebar, you can move the cursor around quickly, easily, and accurately, letter by letter.

Try it!

With this small but effective tip, I’ve not only taught you how to get more value out of your phone, but I’ve also given you an example of how customer success works.

When you teach your clients how to maximize the value of your product, you help them succeed and you show them why it pays to stick with you.” – Tenfold, 10 Companies Mastering Customer Success

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:

So, put your phone aside, and let’s get cracking!
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How Salesforce Uses Process Street for Effective Client Onboarding

How Salesforce uses Process Street for Effective Client Onboarding and Business Growth

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!

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Remote Onboarding Process: Our Top Tricks and Tips to Get It Right

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.

Remote Onboarding Process Our Top Tricks and Tips to Get It Right

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.

Employee onboarding, also known as new-employee orientation or assimilation, is the process by which an organization assimilates its new employees.” – SHRM, Managing the Employee Onboarding and Assimilation Process

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.

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11 Free Templates to Perfect Your Sales Onboarding Processes

Sales Onboarding

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.

  1. Sales Onboarding Checklist
  2. Diversity Hiring Process
  3. Ari Meisel’s How to Streamline the Hiring Process Guide
  4. Code of Conduct Policy Adherence Process
  5. Employee Background Check
  6. Employee Developmental Plan Template
  7. Employee Satisfaction Survey
  8. Performance Management
  9. Performance Review Template
  10. Training Plan Template
  11. Sales Manager Job Description Template

Click on the relevant subheader below to jump to the section of choice. Or, as recommended, scroll down to read all we have to say regarding sales onboarding.

Let’s get started, shall we?
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Intake Process: Onboarding Clients Efficiently & Effectively as a Law Firm

Intake Process

Lawyers are busy people.

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.

Read through the sections below to get clued up:

Let’s begin; the court is in session! ⚖️
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How LA Creative Technologies Uses Process Street to Streamline Client Onboarding, Offboarding and Project Management

How LA Creative Uses Process Street to Streamline Client Onboarding, Offboarding and Project Management-10

LA Creative Technologies uses Process Street to streamline operations, with particular focus on (but not limited to) client onboarding, offboarding, and project management procedures.

With process automation and cloud process documentation solutions, Process Street has allowed LA Creative Technologies to productively, effectively and efficiently manage their remote team, and complex procedures.

We spoke with LA Creative’s Founder and CIO Josh Weiss to find out how they are using Process Street for client onboarding, offboarding and project management. We then opened the floor, accepting questions brought forth by our webinar listeners. Here’s what we found out.

Click on the relevant subheader below to jump to that section. Alternatively, scroll down to find out all Process Street and LA Creative Technologies have to say.

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The 9 Best Websites for Hiring Freelancers (Who You Can Depend On)

Hiring Freelancers

This is a guest post by Ivan Boychuk. Ivan is a freelance writer who specializes in creating quality SEO content that ranks high in search engines like Google.

“Do what you do best, and outsource the rest.”Peter Drucker

Peter Drucker, who was a legendary thought leader in the area of marketing, understood that outsourcing work to freelancers can be an effective strategy to increase overall business productivity.

Why?

Because hiring a freelancer can save you time, money, needless headaches, and it can bring fantastic outside talent onboard. But with so many people chasing after the freelance lifestyle, it can be a daunting task to sift through countless candidates and hire a quality freelancer for your business.

Don’t worry, though.

In this guest post for Process Street, I’ll explain what a freelancer is, what to look for when hiring a freelancer, and show you 9 great websites for hiring freelancers! Just read through the following sections:

Let’s get started.

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How to Build a Knowledge Management System (KMS): The Basics

knowledge management system

Knowledge is power, but you need a system in place to harness that power effectively.

Everything that happens in your business depends on some kind of specialized knowledge, whether it’s new employee onboarding, dealing with customer requests, compliance issues, or marketing a new feature launch.

Your knowledge management system is the firm foundation upon which you build your business.

Despite this, statistics show that as many as 40% of employees do not utilize proper knowledge management solutions, and between 7-20% of their time is spent figuring out a problem from scratch when the solution already exists somewhere in the company.

These bad business practices cost Fortune 500 companies $31.5 billion each year.

How much money are you losing, and how much time are you wasting without a proper knowledge management system in place?

Knowledge management shares many fundamental principles with the idea of business process management (BPM), and as such it’s possible to use BPM software like Process Street to implement a powerful knowledge management system.

In this article, we’ll be looking at:

Let’s start by understanding some basic principles of a knowledge management system.
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