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 it's time to assign an implementation architect, simple check a box in SFDC and Tonkean will trigger a flow that contacts the IA manager to coordinate assigning the appropriate IA, creates a slack channel with all pertinent members, and creates a repository in GDrive with necessary doc/slide templates.  IA's don't have to go into SFDC to search for relevant information because Tonkean will port it all over to Slack.

4. Scoping w/ Implementation Team

Jessica Tucker

With one click, set up your customer's swat team and war room for the most efficient implementation

With one click, set up your customer's swat team and war room for the most efficient implementation.

Scoping w/ Implementation Team

Overview

Data sources in use

Salesforce

Google Drive

Slack App

Example Solutions

B2B Customer Onboarding