High-touch Customer Onboarding

Deliver a great first impression to your customer. Plan, manage, collaborate and measure your high-touch customer onboarding or implementation project from the worlds #1 CRM, Salesforce.

Centralize Customer Onboarding.

Scale fast with repeatable playbooks.

Collaborate and share with your customer.

Accelerate Time to Value.

Runs on Salesforce. 100% Native.

Salesforce.com
OnApp
Vidyard
Skybox
BetterCloud
O3b
Patron Technology
SaasOptics
Wolters Kluwer
MapAnything
PatSnap
(RED)
 

The Customer Onboarding Solution you've been looking for.

When Customer Onboarding is managed from Salesforce your teams are more collaborative, on the same page, and the most critical stage of your customer lifecycle is managed all in one place.

Accelerate time to value. Onboarding plans created from Salesforce. Templated playbooks mapped to products or customer segment. Collaborate with your customer.

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Gain the visibility you need across your teams and for all customers. Manage post-sale Implementation Projects from Salesforce.

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Create projects embedded in your Salesforce CRM Accounts and Opportunities. Runs on the Salesforce platform.

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Built on the Salesforce platform. 100% Native.

Runs on Salesforce, the worlds #1 CRM.

When Customer Onboarding is managed from Salesforce your teams are more collaborative, on the same page, and the most critical stage of your customer lifecycle is managed all in one place.

Amazing customers trust Taskfeed everyday

Salesforce.com
OnApp
Vidyard
Skybox
BetterCloud
O3b