Transform your onboarding process
The perfect onboarding? You’d teleport to your client and sit beside them. Since that’s not possible (yet), we built the next best thing—interactive screen sharing that feels like you’re right there. Upscope offers two tools: UserView for support and success-led onboarding, and HelloScreen for sales-led onboarding.
Does this sound like your customer? 👇
Frustrated
Less Tech-savvy
Senior Generation
Busy Professionals
Customers who are stress heads 😡
Customers stuck with complex products or services often get flustered. Defuse the situation with delightfully simple onboarding with Upscope.
"Our clients are overwhelmed by the time ... they get to me. The last thing they want them to do is become even more stressed about navigating their online account. Upscope relieves that stress!"
Customers who don't work with screens 🛠
Your customers are in a role where they spend their working time away from screens. This means that the usual "tech-speak" means very little to them. Use Upscope to show instead of tell.
"Upscope lets me connect to clients very quickly and without them having to download anything - very useful if they are computer-challenged."
Customers on the older side 🦉
Customers struggle with technology they didn't grow up with. Help them achieve success by guiding them through complex stuff. Use UserView to get your older customers up to speed.
"Some clients are not tech savvy, so they do not understand what needs to be done on their end which can be very time consuming for us. It's easily resolved with upscope with quick share-screen call w
Customers who lack the time to figure it out ⏱
UserView is used by agents who talk with professionals based in a fast-paced environment. They use UserViewto solve their problems fast. Allowing them to crack on with their work.
"Upscope provides ease and stability with great service. I have reduced my onboarding from 30 minutes to 20 minutes. My customers are not as confused due to me being able to see their screen and show
Benefits
Decrease Onboarding Time
Increase Customer Engagement
Supercharge Customer Success
Ditch third-party apps
Some onboarding processes invite customers to use third-party screen-sharing apps such as Zoom. With UserView, you can use your own website or application for your onboarding calls. With zero downloads or external apps needed from your customer.
More secure than screen sharing
With UserView, you can see the customer's screen without all the private bits. This includes sensitive information, open tabs and apps, or notifications. Ideal for industries where data sensitivity is of paramount importance.
Take them on a online product test drive
With UserView, 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 the customer journey they'd undergo with your service.
