Common issues such as inconsistent processes, breakdowns in information sharing, and not accurately managing resources impact both the productivity of your team and the relationship between you and your new customer. All of this can result in a failure to get your customers to fully adopt your product or service (AKA onboarded), which puts a lasting customer relationship at risk.

Join Salesforce Ben and TaskRay’s A.J. Kamish and Matt Gvazdinskas, as we discuss three ways to improve sales efficiency throughout the sales and post-sales cycle.

In this webinar you’ll learn best practices for:

  • Creating a single source of truth throughout the sales cycle
  • Accurately forecasting and managing resources’ capacity and time
  • Clean handoffs between Sales and Customer Success teams

Want more information?

If you’re ready for a customer onboarding solution on Salesforce that will help your company deliver a killer customer experience from day one, TaskRay may be the perfect fit. To learn more, check out one of our other webinars or send us an email.

Want to see more?

If you want to learn more about how TaskRay can help you get every customer off to a good start, sign up for our next overview webinar.