In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Shannah Van Winkle (Principal, Van Winkle Consulting) to discuss why onboarding can be an accelerant to achieving value realization, whether to hire technical vs relationship-based CSMs and more.

Onboarding as a Value Accelerant with Shannah Van Winkle (Principal, Van Winkle Consulting)

Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value. 

On each episode, your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS, telecommunications, finance, and beyond ensure the success of new customers. Jamie and guests discuss onboarding best practices, innovative strategies, and how to plan a career in customer onboarding. Subscribe today and learn how companies like Dominos, The YMCA, Calix Technologies, and others ensure success for their customers in their first 90-120 days every time.

TaskRay, the customer onboarding company, is the maker of the top-rated enterprise customer onboarding solution on the Salesforce AppExchange. Since 2010, we’ve provided innovative solutions that help companies scale their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce. We’ve also built our business on the belief that providing world-class support to help our customers excel is just as important as our powerful, flexible, and simple-to-use tools.

Business

Management

Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value. On each episode, your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS, telecommunications, finance, and beyond ensure the success of new customers. Jamie and guests discuss onboarding best practices, innovative strategies, and how to plan a career in customer onboarding. Subscribe today and learn how companies like Dominos, The YMCA, Calix Technologies, and others ensure success for their customers in their first 90-120 days every time. TaskRay, the customer onboarding company, is the maker of the top-rated enterprise customer onboarding solution on the Salesforce AppExchange. Since 2010, we’ve provided innovative solutions that help companies scale their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce. We’ve also built our business on the belief that providing world-class support to help our customers excel is just as important as our powerful, flexible, and simple-to-use tools.

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Onboarding as a Value Accelerant with Shannah Van Winkle (Principal, Van Winkle Consulting)

Onboarding as a Value Accelerant with Shannah Van Winkle (Principal, Van Winkle Consulting)