The one page guide: Customer Onboarding on Salesforce

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Do you know what you should consider when looking at Customer Onboarding solutions? This interactive one-page guide explores why Salesforce could be a great fit for your organization. 

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See Salesforce onboarding in action


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.


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 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


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