Customer Onboarding Solution for Salesforce

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Customer Onboarding Accelerator for Salesforce

Onboard customers faster, all within Salesforce

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Support for cloneable project templates

Manage project plans through a Gantt view

Visual cues to track the
task status

Reports &
Dashboards

TaskOnPro is a Project Management solution built natively on the Salesforce platform. It also has customer onboarding solutions that include everything companies need to successfully manage their team, customers, and processes. TaskOnPro is built entirely on the Salesforce platform – provides the best of class capabilities, including security, privacy, scalability, availability, and performance.

Why TaskOnPro?

Faster Onboarding - Onboard customers faster and more efficiently
Manage and Monitor Projects - Easily manage tasks across all projects. Track the progress, time spent, collaborate with your team without having to leave Salesforce
Project Insights - Highlight customer success, bottlenecks and risks with key metrics, prebuilt reports and dashboards on performance in real-time
Resourcing - Spot resources who can pick next project
Customer360 - 360-degree visibility into every opportunity and account
User Adoption - Access deep-dive insights on customer project information and customize reports to include information that is relevant to your business

Benefits

Manage projects – onboarding, implementation projects, in Salesforce using re-usable templates, integrate projects with the rest of your CRM data
Provide Relationship/Account Managers with needed visibility on the On-boarding process
Allow your Onboarding/Projects teams to work effectively together using collaboration tools available in Salesforce
Consistent & better onboarding experience
Track Onboarding metrics through OOTB Reports and Dashboards

Illuminate Customer Success

Project Insights

Highlight customer success, bottlenecks and risks with key metrics, prebuilt reports and dashboards on performance in real-time.

Resourcing

Spot resources who can pick next project.

Customer360

360-degree visibility into every opportunity and account.

User Adoption

Access deep-dive insights on customer project information and customize reports to include information that is relevant to your business.

Customer Success Stories

From an idea to an unforgettable and measurable customer experience

Expertise
matched with
customer success

1500+

Successful Customers

Engagements

4.9/5

AppExchange

CSAT

600+

Salesforce

Certifications

21+

Years Of

Customer Success

Want to know more? Get in touch.

We’d love to show you around the product.

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1, true, US, https://www.crmit.com/wp-content/uploads/2022/08/naveen-vemulapati-1.png, Naveen Vemulapati, Senior Vice President – US Operations & Global Analytics, naveen.vemulapati@crmit.com

2, true, AU, https://www.crmit.com/wp-content/uploads/2023/12/manoj-tazath.jpg, Manoj Tazhath, Regional Vice President - APAC, manoj.tazhath@crmit.com

3, true, IN, https://www.crmit.com/wp-content/uploads/2022/08/mickey-bedi.jpg, Mickey Bedi, Vice President & Geo Leader of India, mickey.bedi@crmit.com