Your customer’s onboarding journey can define the kind of relationship they will have with your business going forward. A poor customer onboarding experience will dramatically decrease their likelihood to renew within the first year. By contrast, a successful, scalable onboarding process leads to happy customers, increased satisfaction, higher retention and upsell - all of which are critical to a recurring revenue business.
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