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

Automating your email inbox ensures that every request is handled effectively and every team member is spending their time focused on the things that maximize value—with no need to force change.

Email Inbox - Intake, Triage, & Coordination

Email Inbox - Intake, Triage & Coordination 

Tonkean can create a new project in Asana and auto populate it with tasks and assignments when certain conditions are met in SFDC.

2. Generate Project Tracker

Jessica Tucker

Create a new project in Asana and auto populate it with task assignments when certain conditions are met in SFDC

Never miss a step or action item during implementation. 

Generate Project Tracker

Overview

Data sources in use

Salesforce

Asana

Example Solutions

B2B Customer Onboarding

Email Inbox - Intake, Triage & Coordination