Customer on-boarding: Journey Mapping

User: "Gabriel Fallas"
Updated by unknown

We've recently been able to align our Sales - CS - Product - Marketing teams on the need for improved internal and external onboarding processes. What's exciting is that essentially all key stakeholders are hands-on, so we should be able to improve our onboarding process significantly. 

Salesforce is our source of truth and we're incredibly under-utilizing the tool. Two questions:

  1. What functionalities within SFDC do you recommend we leverage? 
  2. For those of you that have SFDC, what other tools do you use to streamline the onboarding process?

Our Tech Stack:

  • Hubspot
  • Mailchimp
  • Slack
  • Tableau

We're a Gsuite shop.

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