Plug-and-play client onboarding.
It's easy - no coding required.
Vendersgade 28, 2. th
Salesforce is a customer relationship management platform that enables businesses to connect with their clients and get more information about their customer base.
Use Salesforce to organize contacts and keep track of every interaction with your client. All data collected throughout your client's onboarding journey will be updated in Salesforce (in real time) from where every stakeholder can easily access it to manage or improve the client's relationship with your company. Here, you can also view all documents uploaded or signed by clients, data pulled by different services, and more.
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