After you’ve worked really hard to close a new customer, the last thing you want to do is drop the ball when you’re getting that customer up and running. Salesforce does a great job of giving you the tools to close deals – from leads through opportunities and accounts, and tools to maintain the customers using cases in Service Cloud.
But how do you manage the project of getting them from close to maintenance mode?
With a project management system, like Cloud Coach, that’s integrated with your CRM, you can improve your customer onboarding experience – for both your customers and for your team. Let’s take a look at how you can improve and streamline your customer onboarding process with Cloud Coach Milestones.
Step 1: Create your onboarding project template.
You probably already know the steps that you need to take to successfully onboard a client – from the initial introduction call to internal set-up, and testing. Document all of those steps, who needs to do them, and set them up as a new template in Cloud Coach Milestones. [Read more…]