Customer Onboarding - Business Playbooks Software - Automate Your Runbooks with Ease

Customer : Recruitment SaaS

Challenge
Challenge

Challenge

  • Higher onboarding cost impacting bottom line
  • Poor onboarding experience
  • Lack of a unified progress view that leads to effort duplication or worse-customer is blindsided
  • Onboarding requirements being handled in silos lead to information slipping through the cracks
  • Unable to track onboarding KPIs
Solution
Solution

Solution

  • A playbook template was created with set of all the tasks to be performed as part of the client onboarding. Every time a new deal is marked as won/closed on Salesforce; the playbook gets triggered
Benefits
Benefits

Benefits

  • Reduced onboarding time leads to reduced cost of onboarding
  • Consistency leading to better onboarding
Playbooks for success

Standard processes, faster.

A leader in retail analytics achieved an 18% reduction in onboarding time by implementing Playbooks across multiple roles.

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