Onboarding - Sales Glossary - Upnify
Upnify CRM

Back to dictionary


When a customer purchases a new product or service for the first time, the last thing the company wants is for the new customer to regret his purchase decision. This is because a satisfied customer is more likely to continue consuming the same product, and it is precisely at this point that Onboarding comes into play.

Onboarding is a method used to guide the customer to use their purchases properly, so that they can enjoy the benefits of the product to the fullest and avoid them deciding to stop buying the product because they do not know how to use it.

The Sales Glossary is a compendium of all the most commonly used terminology in sales strategy. Many of the concepts listed here are used when implementing a CRM system or a digital sales funnel, no matter if they are legacy systems or an online CRM. See also our blog that deals with sales techniques, marketing and sales culture.