Enhancing Customer Onboarding with Welcome Call
SubcontractorHub’s Welcome Call Feature is designed to streamline customer onboarding by offering a personalized, interactive survey experience. Once a proposal reaches the “Closed Won - Documents Signed” stage, the “Schedule Welcome Call” button becomes available in the proposal header. This feature helps organizations maintain a strong relationship with clients by automatically triggering a customized survey call, increasing engagement, and improving customer satisfaction.
Benefits of the Welcome Call Feature
Automated Customer Engagement: By automating the scheduling of the welcome call and sending the survey email, the Welcome Call feature eliminates manual follow-ups, saving time and ensuring that every customer receives the same high-quality onboarding experience.
Customizable and Personal: Organizations can tailor surveys with custom email messaging and choose an AI-generated presenter to interact with customers. This personalized approach improves the customer experience and enhances the perception of professionalism from the outset.
Efficient Integration: The survey creation process is streamlined, allowing users to quickly generate a survey with minimal effort. Once the survey is ready, it can be easily integrated into your system using the Survey ID, simplifying the setup and reducing the time spent on manual tasks.
Multilingual Support: With the ability to create surveys in both English and Spanish, this feature ensures accessibility for a diverse range of clients, enhancing communication and ensuring that all customers feel comfortable engaging with the content.
Data Collection and Feedback: The Welcome Call feature not only engages customers but also provides valuable insights into their expectations and experiences. This data can be used to improve services and address any concerns early in the customer relationship, fostering a stronger long-term connection.
Streamlining Client Onboarding
SubcontractorHub’s Welcome Call feature enhances the client onboarding process, creating a professional, seamless experience. The automated surveys, coupled with AI-generated presenters, ensure that each customer interaction is engaging and informative. By offering a fully customizable welcome experience, organizations can quickly build strong customer relationships and improve overall satisfaction.
Connect with Integrated and Third-Party Organizations
The SCH Welcome Call feature enhances the onboarding process for organizations integrated through finance partners, allowing them to log in to the SCH Welcome portal using their provided credentials. Third-party organizations, even those not using SubcontractorHub, can still take advantage of the SCH Welcome Call. These organizations receive a unique code, session ID, and token from the SCH Welcome Call team to set up and test their webhook. To ensure seamless access, they must configure their URL according to the team’s guidelines, including any required survey ID parameters if applicable. This flexibility allows third-party organizations to leverage SCH Welcome Call features without needing full SubcontractorHub access, streamlining their onboarding and data collection process.
Book a Demo Today and start leveraging this tool to enhance your onboarding process today.