The process of setting up a new customer, account, or user so they can begin using a product or service successfully.
Why Onboarding matters
Understanding this term helps teams align sales, operations, finance, and technology around how business customers evaluate, purchase, and receive products or services.
How It Applies to E-Commerce
B2B commerce onboarding creates company accounts, assigns buyer roles, and introduces ordering tools.
How It Applies to ERP Systems
ERP onboarding establishes customer master data, tax treatment, payment terms, and credit settings.
How It Applies to CRM Systems
CRM tracks welcome activities, implementation milestones, contacts, and early customer health.