Onboarding with Cobrowsing

Build the Perfect Onboarding Process for your Customers

Onboard customers with a slick and collaborative process using Upscope Cobrowsing

What is Cobrowsing?

To put it simply, Cobrowsing is a better way of "screen-sharing" with the customer. It's faster, less-blurry and doesn't require your prospect to have Zoom (or other third-party apps). You can draw on the customers screen, click, draw and type for them too. It works great alongside chat-based or over the phone onboarding processes.

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Why Cobrowsing for Onboarding?

Onboarding is typically needed with products or services with a complex user journey. Especially so if there's a knowledge barrier, or tricky terminology involved. That's why hundreds of companies have started using Cobrowsing to onboard users to their product or service. With Upscope, you can take your customer through a product “test drive”. You can draw on their screen to add interactive elements to your presentation. You can show them (in real-time) the entire customer journey they'd go through with your service. All highly engaging communication tactics that onboarding agents need to succeed.   

What are the Benefits?

  • Better Engagement during Onboarding

    By visually engaging your customer with Cobrowsing, you eliminate confusion and keep them actively involved. By holding their hand through the process you'll be sure that they will know precisely the value of your service, and how they access that value.

  • No download, screen-sharing alternative

    Screen-sharing is blurry, slow and requires a great internet connection on both sides. It also takes them away from site, making them download extra software. Cobrowsing is faster, clearer and simply better. It also uses your own product for onboarding, keeping everything on brand.

  • Integrate with your tech stack

    You can easily fit Cobrowsing within your tech stack and product onboarding process. We've built Upscope to integrate with a number of different sales processes. Out of the box, or something custom using our REST API, perhaps you even need it to integrate with your chat software? Don't worry. We've got it covered. Your prospects will be impressed with the clarity and seamless nature of your product onboarding.

The Impact

Businesses who integrate Cobrowsing with their existing onboarding process typically see a 43% reduction in onboarding time. That's because they're able to fully educate the customer by showing them, rather than just telling. That massively helps non-tech savvy users, customers with English as a second language, or even those unaccustomed with some of your industry terminology. All of these customers really appreciate the extra layer of clarity that Cobrowsing provides.

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