Customer onboarding is the nurturing process that gets new users and customers acquainted and comfortable with your product. Optimizing B2B customer onboarding can reduce ramp time by 54% and increase CSAT by 45%.

B2B Customer Onboarding

When the implementation status changes in SFDC, Tonkean can send a message to the account channel in Slack asking them to update the notes in the "Status" section of SFDC. The notes can be updated directly in Slack rather than switching to SFDC. 

1. Active Implementation Tracking

Jessica Tucker

Asking the status of implementation is way less awkward when a non-human does it

Asking the status of implementation is way less awkward when a non-human does it.

Active Implementation Tracking

Overview

Data sources in use

Salesforce

Example Solutions

B2B Customer Onboarding