Onboard
Onboard revolutionizes customer onboarding with a user-friendly platform that ensures 360° visibility for all stakeholders. It streamlines the implementation process by providing customized launch plans, facilitating real-time task management, and enhancing collaboration. With automation features and a tailored experience for each client, it boosts adoption, minimizes churn, and fosters successful outcomes.
Top Onboard Alternatives
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Designed to streamline operations in the oil and gas sector, the Atlas system offers cloud-based management of field assets, chemical inventories, and lab data.
TaskRay
TaskRay revolutionizes customer onboarding and project management within Salesforce, enabling companies to streamline their processes and enhance client experiences.
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Top Onboard Features
- 360° stakeholder visibility
- Customizable launch plans
- Real-time task tracking
- Automated workflow management
- Branded customer portals
- Passwordless customer sign-in
- Dynamic task assignment rules
- Customer journey mapping
- Metrics tracking and insights
- Consistent onboarding experience
- Collaborative implementation process
- Easy document sharing
- Integrated communication tools
- Custom forms creation
- Team member role assignment
- Bulk due date management
- Visual progress tracking
- Scalable onboarding platform
- Streamlined resource planning
- Enhanced customer engagement
