SaaS Onboarding Made Easy Using WalkMe

SaaS onboarding is the process of integrating new users into the system. If not managed professionally or properly, SaaS onboarding can be a nightmare. This is especially true if they are using the platform for the first time.

Onboarding can be either engaging and fun or confusing and complicated. It can be a challenge for providers and it can also be a challenge for users.

In order to make the experience pleasant, providers will have to educate the users on new features, new procedures and upgrades to the system. As users utilize the software, they must be comfortable enough to act and react. The user-experience must be pleasant, simple and straight forward.

SaaS providers are involved in laying out the elements of cloud computing to their clients and to their clients’ customers. To avoid the frustration that comes along with SaaS on boarding, providers can use applications such as WalkMe .

How WalkMe makes SaaS onboarding easy

Using WalkMe makes the whole process of upgrading and onboarding a breeze. No longer will your users break out in a sweat asking ‘how does this work?’

WalkMe is an interactive, self-guidance application that makes the user experience smooth and simple. It is specifically designed with the user in mind.
How does Walkme actually work?

Walkme provides step-by-step guides and tip balloons, on your website, that direct the user on how to complete tasks.  These instructions are broken down to ensure that every user is able to follow – without any problem.

Each task is performed by the user.  In this regard, the user gains confidence as he/she acts, reacts and masters the software (without feeling intimidated). Let’s face it- users are quickly turned off by complicated processes; WalkMe’s goal is to make the process easy. (Users do not need to have any technical knowledge to navigate the system).

In addition, SaaS providers will be rest assured knowing that they are  helping and training their customers. Walkme’s successful self Service technology boosts conversions throughout the funnel and reduces churn rates.

Easy Integration

The WalkMe platform enables seamless integration, with current systems, so that providers can take control of the end user. Walkme has no effect on software speed. It also poses no threat to the design of your software or product. This is because Walkme is highly customizable and works with – not against your system.

In addition, providers will have the chance to turn complicated or intricate actions into child’s play; no programming is involved. All you need to do is implement a short code as an add-on.

Improve User Experience

To top it off, Walkme provides analytics to help providers track how users are faring. You can see the mistakes users make, and correct them. If there are ‘problem spots,’ or bugs in your software (where the same mistakes are being made by users, over and over again), you can fix them. This will help improve the quality of your software and your users’ experience.

There you have it! SaaS onboarding may seem like a tough process, but if you have the right tools, such as Walkme’s guidance system, the whole thing will be a breeze.


Omri is the Head of Demand Generation, as well as the Lead Author & Editor of the SaaSAddict Blog. Omri established the SaaSAddict blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to SaaS and cloud migration.