AppXchange Hour

First Impressions Matter: Building a first class customer onboarding program from day 1

Missed 23rd October 2020 AppXchange Hour webinar with TaskRay? No need to fret – we have you covered! 

The purpose of AppXchange Hour is to spread information about essential apps available on AppExchange. Hence, we are sharing the recording so you can get to the information despite missing the webinar!

Use Case: One does not get a second chance to build the first impression. So true! This is one of the fundamental reasons to get things right the first time! Be it in project management, resource management or employee/customer onboarding. 

Aakash Deep, a System Administrator at Gurukul on Cloud (GoC) knows this too well. For, along the way in his career, he learnt the lesson more times than he cares to remember. So, Aakash has now become a stickler to make sure his first foot is placed on a stable ground! As a result, he goes above and beyond to make the first impression right in all aspects of his personal and professional life.

So, when Aakash learnt that TaskRay was going to present a webinar on AppXchange Hour on how to build a first class customer onboarding program from day 1, he signed up! TaskRay is well known in the Salesforce Community for its Project Management App. Buoyed by that success,TaskRay has been widening its offerings from Project Management to customer onboarding.

The following screenshots show gaps in customer success that TaskRay is filling with its customer onboarding offering!

Webinar’s Excerpt:

  • TaskRay has been one of the Trailblazers in the Salesforce ecosystem indeed –  it has anticipated the needs of the business and proactively delivered the solutions from starting with (1) Project Management; (2) then moving on to streamlining repeatable business processes; and now, (3) focusing on the post sales process with its signature customer onboarding App. 
  • Add to this its partnership with Flux Capacity – Flux Capacity – a Resource intelligence tool! 
  • The above gamut delivers a solution that recognizes that closing a deal is just a beginning of the customer’s lifecycle. By leveraging its resources in a most streamlined manner – via Flux Capacity and customer onboarding – an organization can add value to its offerings by several folds.
  • This mindset builds a robust relationship with customers that makes renewals and expansion a breeze. As we have been witnessing in the case of TaskRay itself!

Aakash has been a fan of TaskRay – he has used its Project Management App extensively in his previous jobs. During the webinar, he captured enough relevant information, from the demo, to make a strong business case to buy TaskRay and Flux Capacity Apps for GoC. He is confident that his request will be approved without a hitch!

Happy Friday Y’all.

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Enjoy the Webinar – Happy Learning!