Collaborative Customer Onboarding Platform
The customer onboarding software your team need to deliver projects on time, accelerate time to value, and increase customer stickiness when you scale, without draining your resources
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
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
Simple.
Intuitive.
Powerful.
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.
Streamline your onboarding processes with BigSteps Customer Onboarding Platform
27%
Decrease in time to first value
3x
Increase in customer capacity per Onboarding Specialist
3x
Increase in customer capacity per Onboarding Specialist
92%
On time project delivery with 5 star rating
Take a big step forward with your customer onboarding needs
Plan
Your aide in effective project planning & execution
Keep tasks, data and workflow secure and organized, with flexible adaptations to your evolving needs.
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.
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
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.
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.
Take a big step forward with your customer onboarding needs
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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