While the customer onboarding process can follow a specific set of criteria, each Toast customer comes with unique needs and challenges. They needed a tool that would provide a templatized process and the ability to customize along the way.
UpKeep decided to build their entire onboarding and customer lifecycle process around TaskRay’s functionality because they recognized the advantages of using the Salesforce platform as their single source of truth.
As one of the leading companies in customer onboarding, we often find ourselves explaining the differences (and similarities) between customer onboarding and customer success.
This section is the second of the two main topics of the survey, covering customer onboarding.
This section starts the first of the two main topics of the survey, as we asked about customer success platforms.
As we mentioned in the beginning, TaskRay is a native Salesforce app so everyone we surveyed uses (or is considering) Salesforce for their CRM.