Complete visibility over the information that counts most in Customer Onboarding, allowing you to successfully manage your team, your customers and your processes.
Onboarding plans are created based on activity within Salesforce. Your onboarding plan will be created based on playbooks which are mapped to customer segments, products, or your own criteria within Salesforce.
Keep your customers in the know throughout the entire process by sharing your onboarding plan straight from Taskfeed. No more sending a spreadsheet back-and-forth every time the plan changes.
Gain the visibility you need across your team and for all customers. Extend and customize reports to include information that is relevant to your business