BigSteps | Customer Onboarding & Implementation Software for B2B

Project Management

Modern project management designed for collaborating with your customers, partners, and internal teams.

Document Management

Manage all your shared and internal files, as well as documents, in one place throughout the project lifecycle.

Stakeholder Management

Hold your customers accountable during the onboarding process.

Playbook Management

Codify your entire onboarding process for all products from Sales to Customer Service hand-off to kick-off.

Time Tracking

Track the time spent by your team across projects and drill down to identify bottlenecks.

Workflow Automation

Simplify your onboarding project review by automatically updating RAG stats and following up with customers.

Take a big step forward with your customer onboarding needs

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Complex Projects? Effortless with Us.

Lead your customers away from the maze of spreadsheets, emails, google drive links, slack channels & messages, notion docs, google docs and calendars. Usher them into the future of onboarding, offering a shared, clear perspective on work and tasks, magnifying transparency and teamwork. Take these big steps.

Why invest in purpose-built onboarding software?

Engage Your Customers

Collaborate with customers and partners all in one place.

Project Visibility

Know where projects stand and accurately forecast end dates, automatically keep everyone up-to-date

Accelerate time to first value

Reduce onboarding time while delivering a consistent customer experience when you scale

With BigSteps,

Hold your team & customers accountable to next steps

Streamline your onboarding from Sales-CS hand-off to delivery and STOP chasing stakeholders with frequent "just checking in" emails. Don't let anything fall through the cracks.

Significantly accelerate time to value

Create client-facing action plans that streamline your onboarding and give you visibility into what's actually happening. Track & measure everything buyers are viewing and doing in real-time. Get everyone on the same page, early-on.

Establish a repeatable playbook

Create customized templates for any scenario and clone your high performing reps and drive best practices consistently.

Improve CSAT scores

Get the pulse of your customers. Propel your team with an approach to identify, nurture, and empower champions. They will serve as your influential insiders, echoing your voice even when you're not present.

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Streamline your onboarding processes with BigSteps Customer Onboarding Platform

Take a big step forward with your customer onboarding needs

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Plan

Your aide in effective project planning & execution

Keep tasks, data and workflow secure and organized, with flexible adaptations to your evolving needs.

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Effortless project planning & stakeholder management

Plan projects and set tasks before team involvement. Once fully prepared, delegate placeholders to your team or stakeholders. Just relax as we take over, sending out invitations, reminders, assigning tasks, and executing follow-ups.

Unified & secure management for your digital assets

BigSteps serves as a secure and organized hub for managing all your shared tasks, documents, links, and files. It clearly separate assets meant for your team from those shared with customers.

Stay flexible and accountable

Seamlessly sync with organizational changes, BigSteps upholds flexibility, tracks project progress, and holds individuals accountable, making adaptability its second nature.

Control your workflow, keep your data safe

BigSteps equips you with the authority to mold your workflow journey, whether selecting from the pre-defined flows or designing your own. Coupled with this, you get the confidence of safe data collection with our end-to-end encrypted, built-in forms.

Execute

Your ally in achieving streamlined operations

With BigSteps, our AI-powered platform, banish project confusion, drive team efficiency, and boost collaboration.

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Seamless Sales-CS handoff

Strengthen your partnership commitment right from the Kick-off. Swap static PowerPoints for a vibrant, live project plan and say goodbye to hunting for the latest project versions.

Stay ahead with AI powered nudges

Experience streamlined operations with automatic follow-ups, reminders, real-time status updates, and AI-powered nudges. Keep your customers and team always in the loop.

Empower your customers with branded portals

Unleash your team's potential with BigSteps, a one-stop solution that consolidates all project stakeholders, timelines, documents, and executive summaries. Swiftly deploy comprehensive onboarding plans.

Analyze

Your partner in delivering value quickly

With BigSteps, accelerate your success journey — delivering speed, precision, and proactive solutions for your team efficiency

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Accelerate time to value with precision

Maximize your team's efficiency and accelerate the time to value with your continuously improving product and service offerings. BigSteps seamlessly measures the time to launch, from Sales-CS hand off to go-live.

Proactive problem solving & harness human intelligence

BigSteps tirelessly dedicates itself to your needs, identifying major bottlenecks & detecting patterns. Collect feedback after every milestone, find what works, adjust what doesn't, and keep human emotions at the heart of it all.

Drive actions into insights

Gain insights into ongoing project & processes. Use performance-based reporting tools to highlight what's working and what's not. Use this information to build strong customer relationships and encourage business growth.

Elevate teamwork and facilitate early interventions

Evaluate project timelines to spot and adjust any delays or early completions for optimal profit and customer happiness. Learn from your team's work to uplift communication.

Improve

Your companion in continued success.

BigSteps, a tool to effortlessly scale up your customer operations and streamline process refinement. Fostering collaboration and diligently identifying delays.

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Translate your success into action

You dynamically design and progressively refine your project templates with every new lesson learned.

Effortlessly replicate your best at all levels

Whether it's a reusable project template, a group of tasks, or a single task - with BigSteps, effortlessly replicate your success on the fly.

Collaborative solutions building

Pinpoint where your customers experience the longest delays, collaborate with your team and customers to address these issues, and modify your templates for upcoming projects.

Standardizing for Success

With BigSteps, plan against a baseline, execute strategies, then measure and analyze results. On attaining a measurable gain, standardize the new approach.

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Take a big step forward with your customer onboarding needs

Book a Demo

Trusted by Salesforce

Salesforce's Exclusive Partnership with BigSteps (bigsteps.io) for native customers onboarding tools for high performing teams.

In a world where trust is paramount, Salesforce proudly announces its exclusive partnership with BigSteps (bigsteps.io) to bring you native Customer Onboarding Tools. We understand the importance of seamless onboarding for your customers, and that's why we've chosen to collaborate with the best in the industry.

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Collaborative Customer Onboarding Platform

Project Management

Document Management

Stakeholder Management

Playbook Management

Time Tracking

Workflow Automation

Why invest in purpose-built onboarding software?

Engage Your Customers

Project Visibility

Accelerate time to first value

Simple.

Intuitive.

Powerful.

Hold your team & customers accountable to next steps

Significantly accelerate time to value

Establish a repeatable playbook

Improve CSAT scores

Streamline your onboarding processes with BigSteps Customer Onboarding Platform

27%

3x

3x

92%

Plan

Effortless project planning & stakeholder management

Unified & secure management for your digital assets

Stay flexible and accountable

Control your workflow, keep your data safe

Execute

Seamless Sales-CS handoff

Stay ahead with AI powered nudges

Empower your customers with branded portals

Analyze

Accelerate time to value with precision

Proactive problem solving & harness human intelligence

Drive actions into insights

Elevate teamwork and facilitate early interventions

Improve

Translate your success into action

Effortlessly replicate your best at all levels

Collaborative solutions building

Standardizing for Success

Insights & Resources

Scaling Client Onboarding for SMBs and Enterprises

The Ultimate Guide to Crafting a Winning Price Quote that Grabs Attention and Closes Deals

Streamline your Onboarding Process with Customer Onboarding Software

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