Best Customer Onboarding Software for Salesforce

Pipefy is the AI-enhanced process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of workflows — no coding knowledge or third-party specialized services firms required. Standardize, streamline, and connect workflows for better end-user experiences and faster business results. Key features include a built-in security suite and a flexible no-code framework for faster deployment and lower implementation costs. Minimize process complexity and expensive stack sprawl with connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

If you're looking for partner or customer onboarding software, Eurekos LMS is your ideal solution. The most effective way to reduce customer and partner churn is a swift onboarding process that delivers immediate value. Give every type of partner or customer a unique learning journey that’s exactly what they need to succeed. Eurekos’ smart onboarding has advanced automation rules and functionality that engages learners with the perfect path. Administrators benefit from advanced tools to track approvals, customize by persona, certifications, progress tracking, e-commerce, and integrations with third parties. Onboarding is rarely a simple straight line because learning itself is different for every learner. With Learning Journeys, you can create blended learning paths that address the unique needs and unpredictable routes learners take to master a subject.

Share your screen instantly while on a phone call with CrankWheel for an engaging presentation. Send a link by email or with SMS and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. CrankWheel integrates easily with websites and enables users to add a Demo button for quick notifications. We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!

Chameleon is the deepest digital adoption platform for product success, empowering SaaS teams to build no-code, self-service user onboarding, feature adoption, and feedback collection. • PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. • Using Chameleon you can show new users key functionalities, highlight product changes, improve feature discoverability, and reduce confusion and support requests. • Deploy NPS, CSAT, CES and custom surveys to users, triggered at the right time and to the right audience. • Add self-serve help and user onboarding launchers to guide users without interrupting their workflow. • Chameleon automatically collects the data on tour performance that can be used to optimize tours. • Variations can be shown to different users and all tours can be A/B tested. • Connect to one of the hundreds of integrations Chameleon supports

OnScreen is the leading Digital Adoption Platform (DAP) for SAP or Any browser-based enterprise application. Boost process efficiency and user productivity with just in time OnScreen guidance. Optimize SAP on-boarding, Increase Employee Productivity and Reduce Training costs by as much as 50%. Transform business users into super users with in application walkthroughs for SAP ECC, S4HANA or any Enterprise Application. OnScreen is Highly Rated for its Simplicity and Usability. Creating and managing content can be done in minutes by any subject matter expert or trainer. OnScreen Guides Users with live overlays directly in any web application like SAP, Salesforce, SuccessFactors, Ariba, Workday, Dynamics, Oracle and more. OnScreen has a very short ramp up time and requires no server installation or maintenance. OnScreen is for Enterprise organizations that want an Agile Digital Adoption Platform with flexible licensing that scales to ensure a very high ROI.

We are your first training platform for growing businesses. We're also much more than an online training platform - we turn people into the workplace hero by empowering you to deliver genuinely engaging training experiences your employees deserve, from beginning to end. Our exceptional customer service team is led by some of the industry's best US-based training experts! We'll show you how every area of our platform has been built to mold around your employees, allowing you to design a structured, visually stunning training experience that captures your employees' attention. With over 20+ course templates choose from, our incredible instructional designers have built a genuinely brilliant platform so you can create an excellent training course effortlessly. Drop your content into our onboarding template, marketing plan template, or sales playbook template, for example, and get started straight away – it is that simple!

Easily bring together product screens, guided tooltips, and videos to convert your customers. Create an engaging "try before you buy" experience with a product tour for your customers. Learn how they interact with it, to engage better. Share personalized demos with your prospects aligned to their persona or vertical. Empower your champion to get buy-in within their org. See your deals close faster than ever before. Create a library of interactive product walkthroughs, to help your customers get started quickly. See your customer satisfaction improve every day. Change text, images, copyright, and anything in the product. (even add your custom HTML). Highlight product focus areas and create as many flows using our advanced widgets. Your prospects see how the product will work for them. Personalize by role, company, or location. Track the behavior of your prospects based on clicks and time spent on specific pages.

Userlane is a no-code Digital Adoption Platform that is designed to maximize software adoption by allowing anyone to master any software instantly. This is made possible with our step-by-step interactive guidance technology and on-demand Virtual Assistant that offers contextual and tailored support to software users whenever they need it. Our solution can be used for both employee onboarding and training (enterprise digital adoption) as well as customer onboarding and self-service (for software vendors). Our step-by-step, on-screen interactive guides lead users through digital processes in any browser-based software in real-time, helping them achieve their goals quickly and effortlessly. Userlane onboards employees and customers faster, reduces support tickets and costs (by up to 75%) and increases user satisfaction and productivity. Our DAP is the ideal solution for enterprises with a global, distributed workforce wanting to automate and scale their software training and support.

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift and 3,000+ others who use Process Street today.

Userpilot is an all-in-one platform for Product & UX teams. It combines Product Analytics, In-app Engagement and In-app Surveys to help you increase product adoption through powerful in-app experiences, actionable product analytics and user feedback. Userpilot allows Product, UX, marketing and Customer Success teams to build user onboarding flows, launch product announcements, improve your UX & product adoption, provide self-serve support, and collect feedback in-app , all code-free. It also provides powerful Product Analytics tools (funnels, trends, paths, cohorts) so you can make informed, data-driven product decisions. With its Custom Dashboards, you can build bespoke analytics dashboards by dragging and droping your favorite reports or using a ready-made template. We also provide event autocapture and session replay. Integrations: Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, Salesforce.

Running high-touch customer onboarding and software implementation projects? Rocketlane is a purpose-built software that helps you hit your project milestones on time, shorten your time to value & deliver a 5-star experience. Rocketlane brings project management, document collaboration, and communication together with a one-of-its-kind unified workspace that improves visibility, keeps customers accountable, brings consistency in your methodology, and elevates the customer experience. Rocketlane was rated #1 on Product Hunt and current work with Unicorns like Chargebee and many other fast-growing SaaS companies globally like Leadsquared, Joveo, Netcore, etc. Start your free trial today.

CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaboration with customers and internal stakeholders; tracks and prioritizes hundreds of projects for value delivery through data visualization, visibility, and accountability.

Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.

CustomerSuccessBox is an AI-powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver ‘proactive’ customer success. CustomerSuccessBox’s vision is to use artificial intelligence (AI) and machine learning (ML) to automate customer onboarding, product usage analysis, and user communication. In doing so, it expects to lower the cost of delivering customer success services and extend the lifetime value of the end customer. And more importantly to remove the dependency on a full-time CS ops role to configure and calibrate the Customer Success platform. With CSI, CustomerSuccessBox recommends specific next best action for each account coaching CSMs to be more effective. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent-pending technology is built to handle ~ 2,200 events/second to monitor

Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique. Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work. Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need. Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below. Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem! Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.

The best way to work with people outside your company. Collaborative workspaces for prospects, customers, investors, and partners. Transform the customer experience from demo to onboarding and beyond. Manage the customer lifecycle and get engagement analytics along the way. Clients always know where to go when they need something. One destination that hosts all of your links, pdfs, meeting agendas, deliverables, project timelines, proposals, and more. Embed your favorite software from Figma to Google Slides to Vimeo. Navigate complex deals and onboard customers. Stop using that spreadsheet. Instead, build a collaborative mutual action plan with customers, share status, align due dates, assign tasks, leave comments and upload files. Personalization at scale. Create branded spaces with custom content. Share feedback & move projects along. Customers comment on what you’re working on and share key resources with file uploads.

Whatfix is a leading Digital Adoption Platform that helps companies deliver modern and easy onboarding, effective training and better support to users through contextual content displayed at the time of need. Whatfix powers-up software solutions by lending incredible simplicity, intuitiveness and personalization. Several Fortune 500 enterprises worldwide trust Whatfix to ensure quick ROI on their technology investments and improve end-user productivity and performance.

SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams.

Apty is a Digital Adoption Platform that helps enterprise optimize their business processes. Successful digital adoption involves both guiding people through new critical software applications and proactively pushing them to complete new processes. Only Apty combines the power of on-screen guidance with the time-saving automation of proactive process compliance. IT operation managers, Application Owners, VP HR/Sales, and leading CIOs alike all trust Apty to get most out of their employees use of web-based applications in their day-to-day job. Every month, nearly 1 million users use Apty to learn web-based apps and excel in their job in leading companies like Delta Airlines, Boeing, Agile CRM, and many more. Remember, the problem is not the software, it’s how you use it.

Turn your static designs into a finely-tuned and scalable service machine. Our simple designer makes it easy to take your current process and make it into clear, visual steps and stages; complete with assignments, assets, and full flexibility to adjust without having to start over. Onboard all of your clients through a single, simple dashboard. Real-time insights give you more control over time-to-value and retention. You’ll know exactly which parts of the process need your attention and innovation, and easily communicate up and down the organization. By giving your frontline employees a voice, you’ll more deeply understand customer pains and be able to optimize and innovate your process. Your employees will be more engaged and satisfied, and you’ll foster a culture of customer-focused problem solving.

LearnRight is the smart LMS that grows with you. An all-in-one training solution that tracks learning retention and measures results, LearnRight helps to uncover and close knowledge gaps, empowering learners to utilize their new skills everyday. LearnRight integrates with any website, allowing you to create a completely seamless user experience from your website to your training courses. Your learners will never know they’ve left your site. At LearnRight, we understand that switching providers can be daunting, but our dedicated team makes the process seamless and stress-free. We ensure the smooth transition of your existing content, courses, and user data by following a well-structured migration plan. We created LearnRight as a learning management system that solves employee, partner, and customer training for organizations that value personalization and quality over a quick sale. When you work with us, you receive continual support from an onboarding specialist.

Your Ticket to First Class Customer Onboarding. There’s a reason we're the best Salesforce-native app for customer onboarding. Our TaskRay in 60 seconds video covers the 4 critical steps and best practices for onboarding, just a few of the things that set us apart. TaskRay is the Leader in Customer Onboarding in Salesforce. TaskRay, an innovative customer onboarding and project management solution, helps companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce.