Customer Onboarding Resources
What we have learnt and shared surrounding Customer Onboarding, Customer Success, and Salesforce
Articles
We say goodbye and good luck to Shaun Holmes
Sad day as we say farewell to Shaun Holmes as he heads to a new role.
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Gift your Customer Success knowledge this Christmas
Give your fellow Customer Success professionals the gift of your experience this Christmas? For every piece of your advice we share, we'll send you a gift to say thank you.
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Taskfeed is now Precursive
Salesforce companies Precursive and Taskfeed merge to unify onboarding and resource management to accelerate customer success
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Pulse Europe 2019: An Agenda for the Customer Onboarding Crowd
Are you heading to Pulse Europe 2019 this November? Andy Mahood rounds up the top picks for Europe's Premier Customer Success event.
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Putting together your Customer Success Tech Stack
With so many Customer Success tool to choose from, how can you create your own ‘ideal state’, like GoCardless?
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Customer Onboarding Benchmark Report '19 is here!
With input from over 200 of the world’s most innovative and success-led companies, Taskfeed has compiled the most comprehensive and up to date report on the Customer Onboarding industry today.
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Taskfeed Summer ‘19 Release Highlights
Summer '19 has arrived for Taskfeed. With new Board Stages and Custom Views, it just got a whole lot easier to see your progress for each customer.
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The metrics that count in Customer Onboarding
Are you 100% focused on the metrics that contribute to optimum customer happiness and retention?
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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.
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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.
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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.
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Smarter Customer Onboarding on Salesforce
When Customer Onboarding is managed from Salesforce, your teams work smarter, are more collaborative and on the same page.
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Project Management vs. Professional Services Automation (PSA)
The word “Project Management” is overloaded. Find out how Project Management and PSA solutions differ.
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Customer Onboarding Benchmark Report '18
We created this report to highlight trends, technology and the unique challenges and goals of our industry.
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Can’t miss Customer Success Events of 2018
Here is our rundown of the top Customer Success Events of 2018.
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Customer Success starts with Customer Onboarding
Whether you are a platform, product, services, marketplace or similar business, chances are you will be operating on the Customer Success model. Part of this model is Customer Onboarding.
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What is the goal of B2B SaaS Customer Onboarding?
Customer Onboarding is a critical stage of the buyer journey - it is time to understand the real objectives!
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Six tactics to help scale Customer Onboarding
Our top 6 tips to drive retention and help you scale customer onboarding.
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We are excited to announce that Taskfeed is now PrecursiveOBX.
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