Onboarding as a Philosophy: The Secret to Lasting Customer Success

The most critical time of a customer relationship occurs directly following the original sale. This is your opportunity to establish trust, ensure adoption of your product, and set the stage for recurring revenue, expansion sales, and new business from customer referrals. At TaskRay, we consider the post-sale onboarding experience to be just as important—if not more important—than the sale itself.

Join TaskRay CEO Eric Wu and VP of Sales Mike Davis in a revealing discussion about why and how TaskRay adopted onboarding as a business philosophy. Learn why our executives view onboarding as an avenue to growth rather than a cost center, and hear firsthand how onboarding positively impacts the sales team and drives business outcomes throughout the organization.

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If you’re ready for a customer onboarding solution on Salesforce that will help your company deliver a killer customer experience from day one, TaskRay may be the perfect fit. To learn more, check out one of our other webinars or send us an email.

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if you're ready to find out how TaskRay can help you get every customer off t a good start, we're here to help!