William Tate

William Tate

Economist and Finances
#49867680 followers0 following
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Maria Nicolae•

3yr ago

What tool do you use for customer onboarding?

As soon as the sales process is done, we're jumping on a call with our customers to onboard them and set some goals. However, it is hard to keep track of every customer, their goals, and where they are on the road to being successful with using Storylane. We're thinking of using Rocketlane (https://www.producthunt.com/prod...) for this. Any other suggestions?
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