Onboard customers faster, all within Salesforce




task status

Dashboards
Onboard customers faster, all within Salesforce
TaskOnPro is a Project Management solution built natively on the Salesforce platform. It also has customer onboarding solutions that include everything companies need to successfully manage their team, customers, and processes. TaskOnPro is built entirely on the Salesforce platform – provides the best of class capabilities, including security, privacy, scalability, availability, and performance.
Highlight customer success, bottlenecks and risks with key metrics, prebuilt reports and dashboards on performance in real-time.
Spot resources who can pick next project.
360-degree visibility into every opportunity and account.
Access deep-dive insights on customer project information and customize reports to include information that is relevant to your business.
From an idea to an unforgettable and measurable customer experience
Successful Customers
Engagements
App Exchange
CSAT
Salesforce
Certifications
Years Of
Customer Success
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1, true, true, false, false, buildWelcomeCard, No Thanks, Yes
2, true, false, What is asvp?, false, Empowers organizations to swiftly adapt to market shifts and changes in information^Use your applications with confidence^Streamline processes& reduce decision-making bottlenecks^Respond rapidly to new information or market shifts^, Back, Next
3, true, false, asvp Unique Value Proposition, false, Agility and Adaptability^Continuous Improvement^Strategic Platform Alignment^Maximizing ROI^Data Security Priority^Comprehensive/Dynamic^, Back, Next
4, true, true, false, false, buildImageCard, Back, Next
5, true, false, asvp Complements Salesforce Success Plans, false, Maximize Salesforce potential and achieve better results^Get full value of the platform’s extendibility^Fast implementation with higher ROI from Salesforce^Get customizable app functionality^Accelerate your time-to-value^, Back, Next
6, true, true, false, false, buildMeetingCard, Back, Schedule Meeting
7, true, true, false, false, buildThankyouCard, Not Now , Don't mind sharing
8, true, true, false, false, buildMcqCard, false, false
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1, true, US, https://www.wp.crmit.com/wp-content/uploads/2023/11/naveen-vemulapati-1.png, Naveen Vemulapati, Senior Vice President – US Operations & Global Analytics, suman.priya+usa@crmit.com
2, true, AU, https://www.wp.crmit.com/wp-content/uploads/2023/11/Mask-Group-2.png, Damien Scales, Asia Pacific Managing Director, suman.priya+aus@crmit.com
3, true, IN, https://www.wp.crmit.com/wp-content/uploads/2023/11/mickeybedi.jpg, Mickey Bedi, Vice President & Geo Leader of India - Sales, suman.priya+ind@crmit.com