Introducing Onboard's Salesforce Integration: Streamlining Customer Onboarding and Implementation
We are thrilled to announce the launch of our new Salesforce integration, designed to empower businesses with seamless connectivity between Salesforce and Onboard. This integration revolutionizes the onboarding process by automating tasks, monitoring progress, and evaluating the effectiveness of onboarding programs.
Key Features of the Salesforce Integration:
- Automated Onboarding Maps: Automatically create a map when an opportunity is moved to a specific stage (of your choice). Save valuable time, effort, and inconsistency by eliminating manual creation while ensuring a smooth transition from lead to customer.
- Data Synchronization: Onboard and Salesforce work hand-in-hand to synchronize onboarding data. This synchronization guarantees that both systems are consistently updated with the latest information. By maintaining data accuracy and accessibility, businesses can streamline their operations and enhance customer experiences.
- Progress Tracking & Updating in Salesforce: Manage the progress of onboarding tasks in Salesforce and complete tasks in either system. Gain real-time visibility into each task's status, to gauge progress and catch delays immediately. This comprehensive oversight promotes efficient task management and empowers teams toexceed onboarding targets.
- Success Measurement: Evaluate the effectiveness of your onboarding programs with ease. The Salesforce integration enables businesses to track essential metrics such as days to launch, satisfaction scores, and identify stalled customers. By leveraging these insights, organizations can identify strengths, uncover areas for improvement, and optimize their onboarding strategies.
The Salesforce integration is available to all Onboard customers right now. Discover the advantages of this powerful integration by signing up for a trial at: https://see.onboard.io/trial-sign-up
Experience the benefits of task automation, progress tracking, and onboarding insights from within Salesforce.