Reports

Our 2020 Customer Success / Customer Onboarding Survey Results are in. Lots of juicy insights into what over 150 companies are doing to up their customer experience game and lock in secondary revenue.

As one of the leading companies in customer onboarding, we often find ourselves explaining the differences (and similarities) between customer onboarding and customer success.

This section is the second of the two main topics of the survey, covering customer onboarding.

This section starts the first of the two main topics of the survey, as we asked about customer success platforms.

As we mentioned in the beginning, TaskRay is a native Salesforce app so everyone we surveyed uses (or is considering) Salesforce for their CRM.

Our survey is a first step in helping us explain the differences between customer success and the narrower function of customer onboarding.