9 tips for creating outstanding B2B SaaS onboarding experiences

9 tips for creating outstanding B2B SaaS onboarding experiences

Science has shown that the first impression is always the most important. And when it comes to SaaS products, your SaaS user onboarding experience is your first opportunity to make a great impression on your users. So how can you create an onboarding experience that stands out from the rest? Check out these tips for creating an outstanding SaaS onboarding flow.

1. B2B Onboarding is key - make sure your new users are properly introduced to your SaaS product

A great B2B SaaS onboarding experience can help new users quickly and easily get up to speed on your product, while a poor experience can lead to confusion and frustration. Let's have a look ash some of the best saas onboarding examples.

Shopify onboarding

2. Use engaging visuals and user-friendly design to guide users through the onboarding process

People are more likely to remember information if it's presented in a visual format, so consider using infographics, screenshots, or even videos to guide users through the onboarding process. You should also focus on making your design as user-friendly as possible.

Use clear labels, simple navigation, and helpful tooltips to ensure that users can easily find their way around your product. By following these tips, you'll be well on your way to creating outstanding saas onboarding experiences.

qatalog B2B SaaS onboarding
qatalog onboarding

3. Keep things simple - don't overwhelm new users with too much information at once

Creating outstanding saas onboarding experiences doesn't have to be complicated. In fact, one of the best ways to ensure success is to keep things simple. When you're designing your onboarding flow, focus on providing the essential information that users need to get started.

Don't overwhelm them with too much at once - instead, break things down into manageable chunks and provide opportunities for feedback along the way. By taking a straightforward approach, you'll give users the best chance to succeed... and create an onboarding experience that they'll actually enjoy.

Productboard B2B SaaS onboarding
Productboard onboarding

4. Make it personal - use customer data to create tailored onboarding experiences for each individual user

By using customer data, you can create a customized onboarding journey that addresses the specific needs and goals of each individual. This way, you can ensure that each user gets the most out of your product or service from day one. And when users have a positive experience from the start, they're more likely to stick around long-term.

So how do you go about creating personalized onboarding experiences? Here are a few tips:

Start with the basics.

Make sure you collect the essential data points that will allow you to segment your users into different groups. This could include information like job title, industry, company size, etc.

Go beyond the basics.

Once you have the essential data points, you can start to gather additional data that will help you further personalize the onboarding experience. This could include things like user behaviors, preferences, and interests.

Use data to inform decisions.

When it comes to designing your onboarding experience, let data be your guide. Use it to inform everything from what content to include to how to structure your user flows and saas onboarding screens.

5. Use clear and concise language

Clear and concise language is essential for creating outstanding saas onboarding experiences. We've all experienced the frustration of trying to use a product or service that has poorly written or confusing instructions. This is especially true when we're trying to learn how to use a new piece of software.

Resist the temptation to use jargon and abbreviations

When writing for a saas onboarding experience, it's important to be as clear and concise as possible. This means using simple language and avoiding jargon. It also means being as specific as possible about what actions users need to take.

By taking the time to ensure that your language is clear and concise, you'll help ensure that users have a positive experience with your product from the very start.

6. Help users get started quickly

First, make sure your sign-up process is quick and easy. No one wants to waste time filling out lengthy forms; a simple email address and password will suffice. Second, give users a clear indication of what your product does and how it can benefit them.

Support customers throughout their onboarding process

Include concise, actionable steps that show them how to get started. And third, provide ongoing support throughout the onboarding process. This could take the form of live chat, email, or even in-app messages. By offering help and guidance at every step, you'll give users the best possible chance of success.

7. Design an engaging and intuitive SaaS user interface

Creating an outstanding user interface (UI) design for your software as a service (SaaS) is essential to onboarding new users and keeping them engaged throughout the user onboarding flow.

A great user interface is intuitive and easy to use, while still providing all the features and functionality that users need. Here are some tips for creating an outstanding user interface for your SaaS:

  • Make sure your interface is clean and uncluttered. Users should be able to find what they're looking for quickly and easily.
  • Use consistent branding throughout the interface. This will help users feel comfortable and familiar with the interface.
  • Use visual cues to guide users through the interface. For example, you can use icons to represent different actions, or highlight important sections of the interface.
  • Allow users to customize the interface to their liking. This will help them feel more in control of their experience and increase engagement.
  • Provide a clear welcome screen with a onboarding checklist or list of few key tasks they should complete to get started
  • Help your users learn the features by rewarding positive interactions with engaging success messages that congratulate them on their progress

By following these tips, you can create an outstanding user interface for your SaaS that will engage and delight your users. There are also many great pre-made user interface UI kits to choose from if a custom design isn't an option due to budget constraints.

8. Use the best SaaS onboarding software to save time and money

The right SaaS software will save you time and money by automating repetitive tasks, reducing the need for manual intervention, and increasing customer satisfaction. By using the best SaaS onboarding software, you can create outstanding experiences for your customers that will save you time and money.

No need to build everything from scratch

A SaaS onboarding tool that is designed specifically for SaaS businesses can automate many of the tasks associated with onboarding new customers. This includes onboarding flows like sending welcome emails, setting up accounts, and providing training materials to start the customer journey as smooth as engaging as possible.

By automating these tasks, you can reduce the amount of time you spend on each customer, freeing up your time to focus on other areas of your business. In addition, SaaS onboarding software can also help you save money by reducing the need for manual intervention.

When looking for a SaaS onboarding solution, there are three main things to keep in mind: ease of use, affordability, and customer support. You'll also want to make sure that the software integrates with your existing systems and processes. Keep these factors in mind as you evaluate different options for the perfect user onboarding tool.

Some of our favourite user onboarding tools for SaaS companies

There are many great customer onboarding solutions to improve your customer onboarding. Picking the best user onboarding software for your product depends on the needs and nature of your product and user onboarding process since SaaS companies have different needs depending what the desired user behavior is.

Appcues makes it easy to measure and improve product adoption—without developer assistance. The no-code platform empowers non-technical teams to track and analyze product usage, and publish beautiful in-app onboarding tours, announcements, and surveys, in minutes. One of the best user onboarding tools in my opinion.

Pendo helps you deliver better software experiences that improve happiness and productivity. With Pendo, you can easily see which features customers or employees are interacting with, as well as which ones they’re ignoring. This information can help you set up in-app guides to drive software adoption and provide support. In addition, Pendo can generate better leads right inside the application.

Userlist is an email marketing platform built with B2B SaaS in mind. Track customer data as complex as you need. Onboard, engage, and nurture customers and marketing leads — under one roof.

Intercom’s customer engagement software creates a direct channel to your customers in your product, app, or website—where and when you have their attention.

WalkMe is the leading provider of a Digital Adoption Platform (DAP) that helps users complete tasks easily within any enterprise software, mobile application or website. With artificial intelligence, analytics, engagement, guidance and automation, WalkMe's transparent overlay assists users to get the most out of their digital experience.

Take some time to evaluate your needs and compare different SaaS onboarding solutions before making a final decision. With the right solution in place, you'll be well on your way to providing an outstanding customer experience!

9. Test, test, test - continually optimize your onboarding process to ensure that users are getting the most out of your saas product

By constantly testing different aspects of your onboarding process, you can ensure that users are getting the most out of your product. From the initial sign-up process to ongoing education and support, every touchpoint should be tested and tweaked to maximize conversion rates and loyalty. Also make sure to collect (and evaluate) valuable feedback as much as you can.

In today's competitive market, saas products need to provide an exceptional user experience in order to succeed. By continually testing and optimizing your onboarding process, you can give your product the best chance of success.

Sebastian Scheerer
Sebastian Scheerer is a tech startup founder, digital product designer, and business consultant. He co-founded Wunderlist as head of design, a platform that earned the title of Apple's App of the Year in 2014 and was later acquired by Microsoft. Additionally, Sebastian co-founded, Germany's premier digital health insurance, renowned for it's industry leading customer satisfaction.

Affiliate Disclosure: Some of the links in this article may be affiliate links, which can provide compensation to me at no cost to you if you decide to purchase a paid plan. These are products I’ve personally used and stand behind. This site is not intended to provide financial advice and is for entertainment only. As an Amazon Associate I earn from qualifying purchases.

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