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 an opportunity is won, Tonkean will send a form asking which documents and slides are needed and when the expected go-live date is. Based on the answers to the form and the pertient information your AE was already prompted to fill out in SFDC, Tonkean will transfer will auto populate that information into various documents and slide decks.  You never have to worry about accidentally putting the wrong customer in your kick-off slide deck again. 

1. Generate Onboarding Documents

Jessica Tucker

No more pain of generating onboarding docs manually

Generate Onboarding Documents

Overview

Data sources in use

Salesforce

Google Drive

Jira

Example Solutions

B2B Customer Onboarding