Quick Overview
Salesforce standardized and automated its global client onboarding using Process Street’s workflow platform and the Datorama Use Case Kit (DUCK) checklist. This enabled tailored onboarding experiences, seamless knowledge sharing, error reduction, and real-time progress tracking integrated directly into Salesforce, creating a single source of truth.
Salesforce
Company Size
49,000+ employees
Revenue Range
$35B+ annual revenue
Primary Challenge
Scaling personalized client onboarding globally while maintaining consistency and reducing errors
Key Metrics
\- Global onboarding at scale\- Fewer errors and improved accuracy\- Enhanced teamwork and communication\- Faster onboarding process\- Centralized task tracking and knowledge sharing
The Problem
Scaling onboarding across diverse clients and regions without losing quality or consistency
The Solution
Implemented Process Street with customizable DUCK checklists, integrated with Salesforce to automate documentation and track onboarding activities
Results
\- Smooth, consistent onboarding worldwide\- Improved client support and experience\- Reduced onboarding errors\- Enhanced team collaboration and process adaptability
“Every action done for a given client is documented in one place while also having the benefits of Process Street in a step-by-step checklist.”
Alex Hauer, Former Senior Success Consultant, Salesforce Datorama
Details
Industry
Technology & SaaS
Departments
Account Management & Client Success
Operations & Workflow Automation
Use Cases
Client Onboarding
Tags
Team Efficiency
Scalability
SaaS
Enterprise-Ready
Client Satisfaction
AI Tools Used
No items found.
Sources
https://www.process.st/case-study-salesforce/
More Case Studies
See All
How Darktrace Uses Machine Learning for Real-Time Autonomous Cyber Threat Detection and Response
Technology & SaaS
How HireVire Transformed Recruitment with AI-Powered Video Screening and Automation
Recruitment
How a Multinational E-commerce Platform Doubled Developer Productivity with GitHub Copilot
Retail & E-commerce
How Slaughter and May Uses Luminance AI to Accelerate Due Diligence and M&A Transactions
Legal
How a Supermarket Chain Uses Bigle Legal AI to Rapidly Review Supplier Agreements and Reduce Contract Risks
Retail & E-commerce
How SEB Wealth Management Uses Google Cloud AI to Enhance Client Interactions and Efficiency
Finance & Banking