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 ready to be handed of to the implementation team, automatically send the sales engineer via email or slack (wherever they prefer) a form with a list of questions the implementation team needs answers to. Once those questions are filled out, the information is automatically updated in SFDC and the correct teams are notified. 

3. Sales Engineering Handover

Jessica Tucker

Ensure a quick and smooth handoff to the implementation team with all the right information at the right time

Ensure a quick and smooth handoff to the implementation team with all the right information at the right time.

Sales Engineering Handover

Overview

Data sources in use

Salesforce

Example Solutions

B2B Customer Onboarding