Our new Post-Sale Playbook helps you bridge the gap between sales and success with our best resources personalized to you! We’ve spent the last few years compiling these resources to enhance your post-sale moments and now you can find it all in one place with our Post-Sale Playbook.
In order to truly help your customers use, know and love your product, you need to think strategically about your company’s onboarding program. There are three specific areas that you need to consider in order to build a successful high-touch onboarding experience that will scale as your business grows.
I’ve been working in “customer-success land for nearly 20 years now. My philosophy that drives the work I do is “treat others as you wish to be treated.” That’s my version of the idea of “delighting customers.”
TaskRay is 100% native to Salesforce and helps bridge the gap between sales and service by providing the onboarding team with a powerful tool to keep everyone (including the customer!) on the same page.