The one page guide to Customer Onboarding on Salesforce

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See Salesforce onboarding in action

  • Learn what Customer Onboarding on Salesforce looks like in action
  • Create projects from a single click
  • Report on key metrics from one place

Plan

Make sure every stakeholder is on the same page by capturing goals and requirements before you start! By onboarding with Salesforce, you can ensure every project has clear goals recorded, alongside the associated value for your customer.

Collaborate

The clue is in the acronym! Salesforce is a CRM – a customer relationship management system. Salesforce enables users to reach customers quickly and easily – allowing you to share live project overviews, keeping your customer informed every step of the way.

Deliver

Deliver your customer onboarding projects using efficient, repeatable processes – driving significant value for you and your customers.

“If you’re looking for a user friendly option for Customer Onboarding, this app is a great option to look at. On top of all the usual project management that you would expect, the meeting management capabilities add a new dimension to keeping your projects on track.”

Zach Burcaw

APPEXCHANGE REVIEW

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Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.

Schedule a bespoke demo with one of our project specialists.