The fastest route to success

Set off on the right path with our support and best practices.

Managed Onboarding

Kick-off Call

Fast Start kicks-off with a 1-hour introductory call where we help define the most suitable way for your team to use Taskfeed.

Configuration and Set-up

Experts in Taskfeed and Certified in Salesforce we will configure Taskfeed to match your requirements.

Review and Feedback

Once Taskfeed is set-up we will check back with you and review what we have done. During this 1-hour session we can make sure everything is working as you anticipated.

Premium Services

Organisations with specific requirements or large teams can benefit from an assisted implementation where we support an internal team or Salesforce partner or we can support you with our own Managed Implementation package.

Discovery and Process Mapping

It all starts with a kick-off call. We want to know what's driving your success so we can help. We will pick a specific process and focus on getting that working just right for you. We summarise everything discussed into a Solution Outline Document so you have full transparency into what is going on.

Configuration and Set-up

Experts in Taskfeed and Certified in Salesforce we will work with you to make the most out of both apps. Anything from custom workflows and automation to setting up your templates and workspace. We know all the tips, tricks and best practices to make you successful.

Review and Feedback

Once Taskfeed is set-up we will review the process and make sure everything is working as you anticipated. If any changes are needed we will oblige. This is an iterative process so change is expected.

Super user training

Now you have Taskfeed set-up for you the last piece is to provide training for your super-users. These could be team leads, system admins, or a lucky few nominated from the team. Training covers set-up and on-going configuration of Taskfeed and how to collaborate effectively in Taskfeed using your process.

Amazing customers trust Taskfeed everyday

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