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How Infusionsoft Mastered User Onboarding

How Infusionsoft Mastered User Onboarding

WalkMe Company News

By WalkMe Team


In a feature article on ZDNet, Paul Greenberg complimented the winners of the CRM Watchlist 2015, and, amongst them, Infusionsoft- a WalkMe Customer.  Greenberg discusses Infusionsoft’s success, and compliments the company on maintaining a status of an industry leader for over a decade.



One of the challenges Infusionsoft’s management had successfully dealt with, Greenberg says, is their customer service, due to their exponential growth from a small business into “more than that.”

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One of the ways they managed to overcome this hurdle successfully, was WalkMe’s technology. By using WalkMe, Infusionsoft’s users are rapidly onboarded. New users are able to work independently through a multitude of new and even advanced processes. With an effective onboarding and training plan in place, Infusionsoft drastically cut the learning curve, which resulted in increased customer loyalty and continued use.


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WalkMe Team
WalkMe pioneered the Digital Adoption Platform (DAP) for organizations to utilize the full potential of their digital assets. Using artificial intelligence, machine learning and contextual guidance, WalkMe adds a dynamic user interface layer to raise the digital literacy of all users.