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 Jones Day Uses RelativityOne AI to Automate Document Review and Reduce Costs
Legal
How Influencer Marketing Factory Automated Outreach and Boosted Brand Awareness with Reply.io
Professional Services & Consulting
How Tommy Hilfiger Uses AI and Metaverse Fashion Week to Innovate Digital Fashion and Engage New Audiences
Retail & E-commerce
How Google Uses AI and Machine Learning to Enhance Its OKR System for Dynamic Goal Setting and Performance Tracking
Technology & SaaS
How Philippine Manufacturing Company Transformed Contract Management with Lexagle’s AI-Powered Platform
Manufacturing
How eye-oo Boosted Sales by 25% and Increased Conversion 5x with Tidio and Lyro AI
Retail & E-commerce