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 

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

Email Inbox - Intake, Triage & Coordination