5 Steps in the Salesforce Onboarding Process
- Step 1: Getting Started. To get started with Salesforce Onboarding, you need to create a Setup page that is used to...
- Step 2: Connecting to Your Customers and Business Goals. This step helps the new users to know who their customers are...
- Step 3: Creating Your First Objects and Fields. In this step, you need to provide users...
Full Answer
How to create new customer onboarding journeys in Salesforce?
Here’s a handy template for creating new customer onboarding journeys the Salesforce way. Set your goal: Define the goal for onboarding new customers and measure it to see how much impact your journeys will have.
How can brands onboard new customers?
That’s why it’s crucial for today’s brands to onboard new customers in welcoming and engaging ways. And make sure they’re comfortable with the product or service they’ve just purchased.
How do you set a goal for onboarding new customers?
Set your goal: Define the goal for onboarding new customers and measure it to see how much impact your journeys will have. For example, when we were creating our journey for new users who bought Email Studio, we measured the time it took to onboard them and for them to send their first email via the software.
Why does Salesforce use Marketing Cloud Journey Builder?
Since it's crucial for today’s brands to onboard new customers in welcoming and engaging ways, Salesforce uses Marketing Cloud's Journey Builder for this important task. Customers’ relationships with brands used to be mostly transactional, but those days are gone. Today’s customers expect more than great products and great value.
How do I create a onboarding process in Salesforce?
Required EditionsConfigure Onboarding Tasks. ... Configure Onboarding Templates. ... Join the Onboarding Task to a Template. ... Add the Welcome Task Component to the Home Page. ... Create the Onboarding Page. ... Add Onboarding Tasks to the Employee Record Page. ... Add the Assign Onboarding Tasks Quick Action to the Employee Page Layout.More items...
Can Salesforce be used for onboarding?
WHY USE SALESFORCE IN YOUR CUSTOMER ONBOARDING PROCESS? In short, when it comes to handing off new customers into Onboarding, Salesforce allows your team to work in a smarter, more collaborative way.
How do you create onboarding customers?
In addition to best practices, there are a few things that will make your onboarding practice a positive experience for your customers.Make it a personalized experience. Each customer has a unique set of concerns. ... Break everything down. ... Be with your customers every step of the way. ... Celebrate the small wins.
What does Salesforce onboarding look like?
The onboarding process at Salesforce is a mix of learning (what you need to know to excel in your new role) and culture content (what our company values are and how they show up in our daily work) tailored to each individual and delivered at the right time. This requires a lot of work, though.
What components can you use for onboarding?
5 Components of an Effective Onboarding ProgramDefined goals. ... A team approach. ... Explain corporate culture along with job expectations and rules. ... One-on-one mentoring. ... Start career pathing during onboarding.
What is a customer journey Salesforce?
Customer journey: The complete set of experiences that customers go through when interacting with your company. It's often represented visually as a customer journey map.
What is customer onboarding strategy?
Simply put, customer onboarding is the process of welcoming new customers, getting them acquainted with your products and services and addressing their questions and concerns. Great onboarding matters because it helps you to set the tone for the rest of your relationship with that customer.
What are the three main categories of guided client onboarding?
What are the three main categories of Guided Client Onboarding?Fundamentals, Implementation, Review.Setup, Campaign, Audit.Discovery, Execution, Review.Foundation, Integration, Implementation.
What are the first steps in the client onboarding workflow?
Step 1: Identify the need. Step 2: Understand the goals. Step 3: Determine the value. Step 4: Create the options.
What is an onboarding meeting?
"Onboarding" refers to the processes in which new hires are integrated into the organization. It includes activities that allow new employees to complete an initial new-hire orientation process, as well as learn about the organization and its structure, culture, vision, mission and values.
What is board filter?
Board filters allow you to slice and dice your data to create views (similar to list views) and can be shared with other users.
Can TaskRay be used in Salesforce?
Since your sales process is already in Salesforce, it makes sense to use a native tool like TaskRay that can build on your existing process, kicking off your customer onboarding when an opportunity is marked as closed won. When a user closes an opportunity as won, using automation you can create a project with a template.
Many businesses may not realize that the marketing strategies that engage customers can also be applied internally to engage employees and improve retention
Businesses think a lot about how to engage customers at every stage of the purchase journey — from awareness building, to consideration, and to committing to purchase. But what many businesses may not realize is that the same marketing strategies that engage customers can also be applied internally to engage employees and improve retention.
Optimize and personalize your content delivery
Human resources departments should think about customizing the delivery timing on each step in the onboarding process. At Salesforce, something like the first-week journey is followed by several weeks of content that build upon each other, slowly delivering more detailed information to help the new hire be successful.
Track your success
By measuring these onboarding journeys in Marketing Cloud, we’ve been able to prove the value of approaching onboarding in this way. The main metrics we track are open and click-through rates on the emails we send in order to prove that the content is relevant. Since the launch of this program, we’ve found that open rates stay above 90% on average.
Engage with your employees as you do with your customers
We’ve found that personalization and scalability are key to providing a positive onboarding experience to new hires. By integrating Marketing Cloud into our onboarding process, we’ve been able to create, optimize, and tailor what used to be a one-day orientation into a six-month-long journey.
iDialogue
Help Sales start a conversation with customers. iDialogue provides all the digital tools necessary to present highly personalized quotes to customers. iDialogue solutions, accelerators, and extension packages dramatically reduce integration costs by pre-integrating best of breed services into turn-key solutions.
Precursive OBX
Price: Starts at $ 20 per user per month S-Docs is 100% native, so it runs seamlessly within your salesforce platform. It acts as an extension of the Salesforce user interface.
Cloud Coach Team
Price: Starts at $ 49 per user per month Cloud Coach is the category leader for native Customer Onboarding & Project Management solutions on Salesforce. This app can keep your customers in the loop with up-to-date project information 24/7.
TaskRay
Price: Starts at $ 25 per user per month TaskRay enables onboarding customers faster & more efficiently with its built-in best practices, powerful insights, and templates to help guide your onboarding projects. It is an app built-in in Salesforce App Cloud that enables seamless customer onboarding right in your Salesforce Sales Cloud.
Interface and Navigation
Key Features
- Lightning Components
TaskRay provides more than 13 out-of-the-box Lightning Components. These components can be non-contextual, such as home page components, or contextual components that are related to an object. These Lightning components can also be used in Communities. Some key components i… - Project Architecture and Hierarchy
Creating projects in TaskRay is simple; you can create a project from scratch, or from a template. Let’s take a look at some of the key concepts of the TaskRay project architecture. Project – You begin by creating a project! Project Hierarchy– Projects can be nested in up to 5 levels of hierarc…
Use Cases
- TaskRay is highly customizable, so it can be used for any scenario that you can think of. However, TaskRay does have two typical use cases that we’ll explore.
Impact
- Improve Visibility
As a Salesforce native application, TaskRay will enable you to track your entire business process from start to end. According to SmarterHQ, TaskRay “improves understanding of the big picture. Because TaskRay is a native Salesforce application, the time and cost of each client project in T… - Increase Productivity
Multiple TaskRay customers report saving a large number of employee hours when using automation features. The addition of TaskRay has saved Force Marketing approximately 25 hours per user per month, while SmarterHQreports that their project managers are saving 10 – 20 hour…
Setup and Support
- Setting up TaskRay is super simple. All you need to do is install 3 packages from the AppExchange including: 1. Main TaskRay package 2. TaskRay Lightning Components 3. TaskRay Dashboards Once installed, you’re ready to get started. TaskRay stands out for their excellent support and resources. You can find the answers to almost any question on their...
Pricing
- TaskRay offers editions and pricing that work for companies of all sizes, within any industry. You can find more details about their pricing here. You can also check it out for yourself and take it for a spin with a free 14 day trial.
Summary
- With their comprehensive project management and customer onboarding features, TaskRay is a step ahead of the competition . They tick all the boxes, being a native application and having fantastic customer support. Take a look at all the positive reviews on the AppExchange, G2 and Capterra!