Taskfeed Summer ‘19 is available for upgrade from the AppExchange TODAY.
It’s our most radical update yet and we are confident that our customers are going to love it.
The reason we think it’s going to go down a storm is simple - we know it’s going to help SaaS businesses onboard customers better than ever. That’s because we listened carefully to what great onboarding teams told they needed and it was this...
“I want to see the customers I am onboarding and where each of them are in the process.”
So that’s what we’ve delivered. As a result, what you will experience first and foremost is a much improved UI. Less about introducing brand new features and functionality, our aim with this release has been to help you use the existing toolset much more efficiently, in a way that gives you better visibility, while allowing you to up the pace.
In short, we want you to see success faster, and we think we’ve done just that. In brief, here’s what has just become possible in Taskfeed
Track your Onboarding Stages
Our customers have been crying out for better ways to track and optimise the different stages in their onboarding process and now they can with Board Stages. Track progress with each customer and view this on a specific customer path.
Not only that, but in conjunction with Board Stage History, analysing time spent in each stage just became possible, which is great news for working out exactly where you need to optimise your process. Board Stages are entirely customisable.
The perfect view across all of your projects
If you want to get up to speed with where all of your customers are currently sitting in terms of their onboarding process, new functionality means that you can see exactly this overview - all of your customers and their status.
With Board Stages together the new Board List Views you now have a great overview for a number of customers in one go. From here you can quickly expand or drill into each Board to see the full plan.
See the detailed picture, clearly
Seeing details of work required for the customer alongside the onboarding plans means fewer clicks and more focus. The contextual side pane gives you important information at-a-glance. Bring up information about the Task, Customer Account or Opportunity from Salesforce without leaving Taskfeed. Then, just collapse it out of view when you no longer need it and free up some valuable screen real estate.
Master your Tasks
Our brand new Task screen allows you to see much more clearly what’s coming up, arranged so that you can see what’s important today, tomorrow and beyond. Used in conjunction with new Task List Views you can see for sure exactly what your priorities are now and next.
If that sounds like good news, why not see if for yourself in action?
Want it right now?
You can have it! Install in Sandbox, or Production right away. Just upgrade from the Salesforce AppExchange. Everything works in Classic or Lightning.