Customer onboarding solutions!

Mark Johnson
Mark Johnson Member Posts: 1
edited July 2022 in Sales CRM #1

I've recently joined a SaaS payments business and inherited Pipedrive as a CRM. Very impressed so far and have begun to invest more and more time building to automate as much as possible. I've recently added Docusign which we will be testing this week. One area we're exploring is the ability to onboard customers using a tool that is integrated with Pipedrive. Does anyone have any experience of this or have any suggestions?

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  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,240
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2021 #2

    @Boris Tsibelman any suggestions?

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 872
    1000 Comments Third Anniversary Premier Solution Provider First Answer
    edited February 2021 #3

    Hey Mark, 

    It really depends on what your onboarding process looks like

     

    Are you looking at it in terms of sending emails? 

    Regarding Documents - Check out PandaDoc, its much better integrated into Pipedrive.

    Feel free to reach out if you have any questions or want to schedule a call [boris@axisconsulting;io]

  • Julia Wester_34171
    Julia Wester_34171 Member Posts: 9
    First Comment
    edited March 2021 #4

    Yes, I'm curious as well. Are you talking about walk me type onboarding tutorials in app or are you talking about normal CRM type activities?

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