Customer Onboarding Project Management

for


Delight your customers every time with repeatable onboarding plans you can share with your customer.

Amazing customers trust Taskfeed everyday
Salesforce.com
(RED)
Wolters Kluwer
NewsCred
O3b
Hootsuite

Ensure your customer is successful, faster

Get your customer implemented faster, with an amazing experience.

Repeatable project templates

Automatically spin up repeatable projects when your Salesforce Opportunity is Won. Your project outline is automatically created from templates mapped to Opportunity Type, or the products on your Opportunity.

Work with your Customer

Keep your customer in the loop with a live link that shows a view only version of your plan. Just shoot them a link and your customer has a real-time view of the project's schedule and progress.

10,000 ft view

Reports and dashboards provide managers the 10,000ft view. Know who is working on what, which projects are late, which customers are being over or under serviced.

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Closed Won is not job done

Easily and automatically spin up repeatable projects when your Salesforce Opportunity is Won. Your project outline is automatically created from templates mapped to Opportunity type, or the products on your Opportunity. Once this plan has been scheduled it is easily shared with your customer. Just shoot them a link and they are kept informed. It's that simple.

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Board view is a great way to see what's currently being worked on and what's up next.

Compare your current plan to the baseline

As the plan is agreed then the baseline snapshot is taken. The work can now be tracked against this baseline. Your customer now has the confidence that you have a handle on their project, because you do.

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Snapshot a baseline, then compare your progress against the baseline.

Keep your customer in the loop

Customers may ask questions or get nervous when they cannot see the plan. Taskfeed helps you share your plan with each customer so they are confident of when each step will be completed.

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Share you project plan with a simple link — just like Google Docs!

Let's talk about what is possible for your business
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How does Taskfeed work?

We believe keeping everything organised in Salesforce is better than having tasks, projects, customers and everything else strewn across lots of spreadsheets & disconnected apps. The end result being a better experience for your team, less chaos and uncertainty for you, and a much greater perception to your customers.

Team Selling for Salesforce

Prevent deals slipping with a collaborative success plan you can share with the customer.

Close deals faster →

Onboarding & Implementation projects for Salesforce

Launch customers faster with a repeatable collaborative onboarding plan.

Launch faster →