When customer projects are 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.
Taskfeed helps customer oriented businesses take their onboarding experience to the next level by creating a repeatable and scalable process to ensure each customer is successful and to help create an amazing first impression.
When an Opportunity is Closed Won (or based on any other event) automatically create your customer project linked back to the Opportunity and Account. Your project outline is created for you based on playbooks mapped to customer segments and products. All you have to do it adjust the plan and then share it with your customer. You are now all on the same page. Finally, report on performance in real-time. It's that simple.
Even better, Taskfeed works with everything that makes Salesforce so powerful; Chatter, Reports, Dashboards, Customization, Workflows, Process Builder, Security, API and everything else.