Customer Implementation & Onboarding Platform for B2B companies
BigSteps.io Extension
Why do we need a Customer Onboarding & Implementation platform?
Sales, marketing, and customer support in SaaS have evolved into streamlined processes. With refined tools and expectations, it’s easier now to establish stellar buyer experience. We don’t use spreadsheets for these functions today, do we? However, surprisingly, new customer onboarding often still relies on slide decks, pdfs shared over email, spreadsheets, google docs.
Poor implementation is a major contributor to customer churn. While pre-sales teams effectively leverage CRMs and workflows to prevent errors in deal executions, resulting in improved win rates, the application of these pre-sales tools in post-sales processes often leads to inefficiencies in delivering the experience your customers truly deserve.
We've studied how teams use various tools for customer onboarding. From these insights, we crafted a single, unified product, specifically built to streamline customer onboarding.
BigSteps provide tools to deliver complex projects on time, accelerate time to value & increase customer stickiness when you scale, without draining your teams.
BigSteps <> Gmail Integration
- Track the project status without leaving Gmail.
- Change due dates, re-assign tasks & add comments within Gmail
Source Manifest.json
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