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Why Choose AutoBoard?

1. We keep you on the Same-Page: One hosted web page shows the new customer and your team The On-Boarding Plan so everyone is on the same page, in real-time. This brings visual clarity to the process and sets appropriate expectations by showing what they have to do and by when.

2. Visual Task Journey keeps you organized: Setup your customized on-boarding process by putting your task list into the system and assigning either a department or an employee to them. No more cc’ing everyone on emails. Automate even further by classifying your tasks per customer type or per product type, so when you get that new customer, the system knows to generate that specific sequences of tasks.

3. No Worries because we have your back: We have an escalation engine so you don’t have to worry about one person missing something. Do not rely on any one person. For example if one person misses their task, the software automatically pings that person again and if the person doesn’t respond, then it pings their manager making sure all tasks completed.

4. Dynamic Project Management with automatic triggers for next steps: We make it easy to collect information from customers, and automate the next step based off that information. This cuts down on labor and makes the onboarding happen faster.

5. Avoid That Documentation Disconnect: Connect appropriate attachments, or links, that get sent out to the appropriate people as part of the Automated workflow to avoid manual mistakes. And machines don't forget to add the attached file!

6. Audit Trail and Reporting: We collect an audit trail, which can include Approvals, as well. We protect your organization from over-demanding customers by easily providing documentation of what happened and by whom.

7. Reduce Licensing Costs: It's easy to share the on-boarding plan with Non-Salesforce Users and give real time Status updates to the client without having to do anything. We help you save on salesforce licensing costs.

8. Enterprise Security, We protect your data with 100% Salesforce native code and architect ...

News Release: Why Choose AutoBoard?
Submitted on: December 01, 2017 10:16:24 PM
Submitted by: stanlys
On behalf of: