How to onboard SaaS customers like a pro - Kris Mendoza, sr. Director of Support & Services at Act-On Software


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Software companies that sell their solutions on a SaaS-basis (software-as-a-service) heavily rely on happy customers. If customers are dissatisfied or feel they don't use the software enough, they can cancel their subscriptions easily. One of the key factors for happy SaaS customers is a successful onboarding plan.

In this episode, Elias has a chat with Kris Mendoza, sr. director of support & services at Act-On Software. Act-On is a best-of-breed marketing automation solution that integrates easily with the rest of your Martech Stack (like CRM, dashboards, CDPs and webinar software). Kris explains how onboarding at Act-On works.

Topics we discuss:

  • Why onboarding new SaaS customers is so important
  • Best practices in onboarding
  • Mistakes to avoid when onboarding new customers
  • How to measure for success when investing in onboarding

LinkedIn Kris Mendoza:

Website Act-On Software:

The Act-On Support community:

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