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:
- What functionalities within SFDC do you recommend we leverage?
- 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.