Optimizing B2B customer onboarding can reduce ramp time by 54% and increase CSAT by 45%.

B2B Customer Onboarding

When an opportunity is won, Tonkean can reach out to the opp owner and coodinate a time to schedule a handoff call. Then, it will notify the team and provide a meeting agenda with customer profile information using GDrive which will also be included in SFDC.

3. Schedule Internal Handoff Meeting

Jessica Tucker

Tonkean can coordinate with your teams and schedule the internal handoff call so you don't have to

Tonkean can coordinate with your teams and schedule the internal handoff call so you don't have to.

Schedule Internal Handoff Meeting

Overview

Data sources in use

Salesforce

Google Drive

Outlook

Example Solutions

B2B Customer Onboarding