In the early days of a SaaS product, customer onboarding might involve a call, an API key exchange, and a few hard-coded scripts. Or sometimes, it means redirecting the client to an external integration partner. None of these approaches are optimal. As your user base grows, this model quickly becomes unsustainable.
Why Manual Onboarding Breaks
It’s common for every customer to need a slightly different setup. Your support or customer success team becomes a bottleneck, and more often than not, engineering gets pulled away from core product development. Bottlenecks create delays which in turn create frustrated customers.
What Is Embedded Onboarding?
In sharp contrast to the manual bottleneck circus, an embedded onboarding flow is centered around self-service, putting the customer in control.
At its core, it’s a guided, self-service UI that lets customers connect their own systems (ERPs, CRMs, analytics platforms, etc.) directly inside your product. No support or developers needed.
Does your onboarding process involve connecting your SaaS to multiple external tools your clients use? Then you should look for an onboarding feature that can chain several authentication processes together into one smooth flow. And you probably already guessed it altready: this is exactly what Strawbay enables.
With our iPaaS, you can customize your onboarding flow with ease. Offer your clients several connectors out of the box, chain them together however you want, and adapt the onboarding to each connector’s unique requirements. No custom frontend development required, everything is ready-made.
The Business Impact of Embedded Onboarding
- Faster time-to-value: Customers see results within minutes
- Lower support burden: Fewer tickets, fewer walkthroughs
- Higher conversion: Reduced friction in the activation phase
And because flows are configurable and reusable, your onboarding logic can evolve as your product and customer base grows.
Want to deliver frictionless onboarding without reinventing the wheel? See how Strawbay’s iPaaS makes it possible.