Any alternatives to a big and ugly Excel file during onboarding and setup of your solution?
Hello brilliant minds of the CS community!
I'm currently working on improving our onboarding process for our enterprise segment and I'm currently focusing on finding an alternative to the current way we collect the customer needs for the setup of our solution.
Our solution is highly customizable to fit regulatory specifications, thus we need to collect these specifications from our customers. TYo do so we use a big ol' excel speadsheet with maybe 200 columns that I find very un-user-friendy. I'm thinking of switching to a typeform sort of configuration for an MVP, but if anyone has any advice or best practice to share I'd be more than happy to discuss the topic further.
Have a nice day and greetings from France !
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@victor jousseaume, there are probably multiple things you could use here depending on budget and how sophisticated you want to get. I've heard EverAfter can assist with the use case you outlined: https://www.everafter.ai/. If you wanted just to build a typeform, you could even look at low code/workflow solutions like a Boomi Flow: https://community.boomi.com/s/article/use-boomi-flow-to-build-forms. I would even think some of the customer portals that come with some of the CSM platforms or Community platforms(Insided) could help collect this info.
Hi Victor,
Possibly take a look at https://inaccord.com/
Great in pre-sales setting up action plans, and then carrying on through onboarding. I successfully used it for pre-sales through initial onboarding.
So much to unpack here.