Smarter Customer Onboarding

Manage Customer Onboarding & Implementation Projects on Salesforce. Learn why this is important.

✓ Single view of every action for every customer

✓ Scale fast with repeatable templates

✓ Collaborate and share with your customer

✓ Measure health, stage and time to value

✓ All on Salesforce 100% Native

#1 Customer Onboarding Survey

Help us to build the true picture of Customer Onboarding today. Take part and be the first to receive the final report.

Get smart about Customer Onboarding

When Customer Onboarding is managed from Salesforce your teams are more collaborative, on the same page.

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Different ways we help teams...

Customer Onboarding

Plan and manage Customer Onboarding in Salesforce.

Implementation Projects

Create projects embedded in your Salesforce CRM Accounts and Opportunities

Project Management

Build implementation plans in Salesforce.

→ Learn more → Learn More → Learn More

Runs on Salesforce, the worlds #1 CRM.

Manage Customer Onboarding & Implementation Projects on Salesforce.

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Trending Articles

Slack is stopping work happen

Slack is stopping work happen

Is Slack the solution or the problem? We look at the rise of the chat app, the fall of email and what it all means for Customer Onboarding.

Andy talks Customer Success on the Adam Joseph Podcast

Andy talks Customer Success on the Adam Joseph Podcast

Andy Mahood, Taskfeed CEO, gets into the Customer Onboarding gold with Adam Joseph on his Customer Success Conversations podcast.

Be part of the Customer Onboarding Benchmark Survey 2019

Be part of the Customer Onboarding Benchmark Survey 2019

The Taskfeed Customer Onboarding Survey is back for the second year and we want you to have your say.

Work Smarter, more collaborative and get on the same page. Manage Onboarding & Implementation Projects on Salesforce.

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