Case Study: PatSnap Streamlines Customer Onboarding with Taskfeed

PatSnap - Customer Case Study

PatSnap, a leading intellectual property analytics and management platform, was experiencing rapid growth and found customer onboarding difficult to manage at scale. The team struggled to keep track of where each customer was in the onboarding process and to ensure every customer received effective, timely support.

Taskfeed implemented custom onboarding plans integrated with Salesforce, giving PatSnap a connected, automated way to track each customer’s progress and next steps from sales through onboarding to customer success. The solution replaced disconnected manual tracking in Salesforce and Trello, improved visibility and reporting, and helped PatSnap streamline onboarding processes enough to showcase the transformation at Pulse Europe 2018.

PatSnap