Onboarding Software Made Easy

By Danielle Basch, Leap, LLC. 

Using applications and operating systems may be easier to understand than they may seem.  

Software solutions can be daunting. Trying to contact customer support usually makes you jump through hoops before you can connect with a person rather than a bot. Not to mention, there are numerous applications that can “help” you but can lead to more problems before solutions can be made. Understanding a software’s ability and layout is important for a company, and it allows everyone to know how to access and handle the application without running into issues.  

According to a recent study 

• Over 90% of customers feel that the companies they buy from ‘could do better’ when it comes to onboarding new users/customers.  
• 8 in 10 users say they’ve deleted an app because they didn’t know how to use it.  
• More than half (55%) of people say they’ve returned a product because they didn’t fully understand how to use it.  

Moving your team to a fully automated and digital process may seem like a daunting task (especially when you’re in the busy season), so we (Leap) have developed five ways you can make it easier! 

1 - Make sure you understand onboarding objectives 

At the time of purchase, make sure there is clear transparency of how much time and money is expected of you during the onboarding process. Understand whether the software you choose is self-service, meaning you train yourself through videos and guides or full-service, getting the training from an onboarding specialist. Schedule a demo to see how Leap guides you here. 

2 - Get team buy-In  

Moving your team to a digital process requires team and management buy-in. Buy-in from management at your company may require some effort. According to Capterra, you should develop a concise pitch, use your pain points to recruit 2-3 supporters who strengthen your case, and explain why your choice is the best option. Schedule a demo of Leap with 2-3 supporters today.  

3 - Appoint a project manager or software expert 

It’s important to have a dedicated point person for the onboarding process. This will shorten the onboarding process and get reps in the home selling with software faster. As remodelers continue to adapt technology, hiring a system and technology “owner” will be crucial to the success of moving to digital processes, training new employees on these systems, and optimizing each one. Are you not tech-savvy? Hire someone you know who is to get you up and running. Learn more about hiring for this type of position by scheduling a demo today!  

4 - Empower & equip your employees for change  

Equip your employees with the right information, tools, and training to be successful. Many software and technology companies offer further training with product knowledge experts and customer support. Learn more about Leap Academy here and schedule a demo to hear how other contractors train their sales teams.   

5 - Ask questions, get help   

When your team is struggling during the onboarding process, it’s hard for any software company to know, unless you’re open and ask questions up front. The last thing software companies want is for you to be frustrated and give up, all before you get to experience the value of the product. Remember to ask questions and reach out to your onboarding representative so you can fully understand the software and empower your team to do the same. Experience the value Leap brings your company today!  

Original article source: Leap, LLC.