18 min

Navigating Complex Onboarding in Even More Complex Times


Sam Swan, CEO, TaskRayMarissa Laarsen, Director of CS, TaskRayJason Jenkins, VP of Sales, TaskRay - Post-sale leaders engage in a forward-looking discussion on the challenges and strategies of onboarding customers for complex solutions. They will discuss the impacts of the uncertain macroeconomic environment in which customer success leaders remain focused on reducing churn and enhancing customer satisfaction, while CFOs are emphasizing the need for hard cost savings and are cautious about signing off on ROI alone. Consequently, the sales process has become significantly more complex. They will explore how in order to meet the demands of customers who make purchases, it has become imperative to execute onboarding swiftly and efficiently.