{"id":31911,"date":"2021-10-22T06:10:22","date_gmt":"2021-10-22T13:10:22","guid":{"rendered":"https:\/\/marketdriven.chevronmarcom.com\/?p=31911"},"modified":"2021-10-22T06:10:22","modified_gmt":"2021-10-22T13:10:22","slug":"direct-customer-on-boarding-guides-in-salesforce-3","status":"publish","type":"post","link":"https:\/\/11-design.com\/chev\/2021\/10\/22\/direct-customer-on-boarding-guides-in-salesforce-3\/","title":{"rendered":"Direct Customer On-Boarding Guides in SalesForce"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.chevronlubricants.com\/content\/dam\/newsletters\/images\/OnBoard.jpg\" style=\"margin-left: 15px\" align=\"right\" width=\"180\" alt=\"\"\/>Historically, the steps to on-board a new customer were not formally documented, but now you can find the following three elements of the new on-boarding toolkit:<\/p>\n<ul>\n<li><strong>The BDS\/BC onboarding guide<\/strong> maps out the steps needed during each phase of the sales process to ensure a smooth transition when the seller is ready to begin on-boarding a new customer, while capturing critical information along the way.<\/li>\n<li><strong>Phase 2 question guide<\/strong> &#8211; during Phase 2, the typical focus is on the development of a lubrication program for a potential customer, but it is also the perfect time to gather background information and key elements of a customer\u2019s requirements to do business with them. This information is best gathered early in the sales process because once the customer says yes in Phase 4, the onboarding clock starts.<\/li>\n<li><strong>Customer expectation guide<\/strong> \u2013 this document will hopefully establish expectations for your customer, and can be built into a presentation and used as a leave-behind for the customer\u2019s reference. Also included in this document are tips to avoid common errors which previously caused delays.<\/li>\n<\/ul>\n<p>Since segment playbooks exist within Salesforce, the recommended on-boarding actions for Phases 2, 3 and 4 have been incorporated within the Opportunity Content tabs. The full versions of the individual documents can also be found in Marketing Hub.<\/p>\n<p><a href=\"https:\/\/marketdriven.chevronmarcom.com\/2021\/10\/in-this-weeks-newsletter-180\/#8\">Back to MarketDriven<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Historically, the steps to on-board a new customer were not formally documented, but now you can find the following three elements of the new on-boarding&#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[44],"tags":[],"class_list":{"0":"post-31911","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-2021-10-25"},"_links":{"self":[{"href":"https:\/\/11-design.com\/chev\/wp-json\/wp\/v2\/posts\/31911","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/11-design.com\/chev\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/11-design.com\/chev\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/11-design.com\/chev\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/11-design.com\/chev\/wp-json\/wp\/v2\/comments?post=31911"}],"version-history":[{"count":0,"href":"https:\/\/11-design.com\/chev\/wp-json\/wp\/v2\/posts\/31911\/revisions"}],"wp:attachment":[{"href":"https:\/\/11-design.com\/chev\/wp-json\/wp\/v2\/media?parent=31911"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/11-design.com\/chev\/wp-json\/wp\/v2\/categories?post=31911"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/11-design.com\/chev\/wp-json\/wp\/v2\/tags?post=31911"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}