“How are you providing an integrated onboarding experience for your customers?”
This is a question I’ve been thinking a lot about recently.
I thought it would be fun to brainstorm some different ideas for automation/integrations. What is everyone working on right now??
I’ll start!
Right now, I’m experimenting with slack bots that trigger recipes in our Workato account. For example, once an opportunity gets marked ‘closed won’, do the following:
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Create an onboarding project in GUIDEcx with a specific template
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Send a slack message to our director of CS, giving them a list of CSMs they can assign to the account. User then clicks a button to assign the CSM.
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Update the CSM assignment on the Salesforce account and related systems
What are you currently working on!