Overview
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.
Data sources in use
Example Solutions
SOLUTION BLUEPRINT
B2B Customer Onboarding
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%.
SOLUTION BLUEPRINT
Email Inbox - Intake, Triage & Coordination
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.