Audience

B2B companies interested in a tool to enhance their customer onboarding and sales processes through automated workflows and improved client collaboration

About Valuecase

Valuecase is a platform designed to streamline customer onboarding and sales processes by providing shared workspaces that enhance collaboration, automate tasks, and track engagement. It offers interactive onboarding plans with due date reminders and assignees, reducing the need for manual follow-ups. The platform allows for 100% automated customization, displaying relevant content and adjusting plans automatically through variables. Central visibility is provided through dashboards that track tasks, onboarding progress, and customer engagement. Valuecase integrates with CRMs like Salesforce and HubSpot, ensuring seamless data synchronization. It also supports various content embeds, including PDFs, videos, forms, and scheduling tools, facilitating comprehensive resource sharing in one place. The platform is fully GDPR compliant, ensuring secure tracking of customer activities. Users can start with best-practice templates and receive one-on-one guidance and training.

Pricing

Free Trial:
Free Trial available.

Integrations

API:
Yes, Valuecase offers API access

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
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Company Information

Valuecase
Founded: 2021
Germany
www.valuecase.com

Videos and Screen Captures

Valuecase Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Online

Valuecase Frequently Asked Questions

Q: What kinds of users and organization types does Valuecase work with?
Q: What languages does Valuecase support in their product?
Q: What kind of support options does Valuecase offer?
Q: What other applications or services does Valuecase integrate with?
Q: Does Valuecase have an API?
Q: What type of training does Valuecase provide?
Q: Does Valuecase offer a free trial?

Valuecase Product Features