We’ve been squirrelling away on something that’s going to be a total game changer for businesses needing an Onboarding Tool for their Salesforce Community. And that’s our first Salesforce Accelerator.
What’s an Accelerator?
After working with 150,000 customers across the world, Salesforce found there were common challenges faced around several key themes:
- Getting started
Knowing where to begin is one of the biggest challenges when choosing a Salesforce product.
- Onboarding employees
Don’t know if you’ve noticed, but people can absolutely loathe change, and it’s tough to get everyone in your business excited about a new system.
- Product adoption and feature adoption
Old habits die hard. Even when you think you’ve onboarded well, your users might decide they don’t see how the experience is better for them personally.
These are just a few of the many challenges oe:gen’s customers have also personally faced in the past.
As consultants, we often have the same conversation with several customers around onboarding — of course it’s different people in front of us with totally different businesses, but they almost always have the same pain points. Still, we listen and we build for them, and it can take weeks.
What we’re doing for this first Accelerator is taking our experience of common onboarding journeys and laying the foundations. It’s like buying a plot of land and finding someone already did the groundwork for you, but left it flexible enough that you can still put your dream home on it. We just reduce the time needed to work on it.
With oe:gen’s Onboarding Tool Accelerator, you’ll be able to get quick, customisable examples that have already been designed and pre-built by our team. Then, we’ll be able to tailor its design and slot that into your Community like it ain’t no thang.
How will this Onboarding Tool benefit me?
Imagine if you could:
- Get a month’s worth of complex work delivered in a single sprint
- Make decisions and collaborate with the best people for the job
- Discover and understand risks early
- Feel confident about your decisions and gain results that last
- Achieve stakeholder alignment quickly to make change happen
- Overcome organisational barriers.
Well, rather than paying our team to spend weeks designing and building your business a brand-new onboarding solution, we’ve got one designed and developed that’s ready out-of -the-box for you — minus a few customisations. This means there’s less risk involved for you and your business and you get a better idea of what your project might result in, faster.
Say Emma wants to get a business loan to open her own recording studio, and your business provides the kind of loan that she’s looking for.
You want her to sign up to your Salesforce Community to help her with all the questions she might have about her loan application, but the onboarding experience isn’t great on your existing application form, or you just don’t have one yet.
Badly designed onboarding forms lead to bad data, rubbish customer experiences, and even loss of customers in some cases. If people are getting blocked from using your Community from the get-go, you’re going to get more phone and email enquiries. It makes communication harder and more time-consuming and can unfortunately cost you more money in the long run.
With our Onboarding Tool, we can show you an expertly-designed onboarding journey for Emma, for a Loan Broker, and for your team, faster.
The outcomes of the Onboarding Tool:
- Users like Emma or her Loan Broker will be able to complete the form on any device, in a timely manner, with a great user experience built by UX design experts.
- Onboarding Managers will be able to access information about on-going onboarding submissions easily, and be able to take action on these onboarding submissions with a few clicks.
- Onboarding Admins can manage the multiple onboarding journeys and forms from a single management tool within Salesforce.
- Senior Management can report on journey metrics and be able to receive proactive updates.
How is this possible?
Using our huge breadth of experience creating these onboarding forms time and time again, we’ve been building this customer-agnostic, customisable Onboarding Tool as an internal project for the past few months.
We’ve treated it exactly as we would have for a customer, from discovering and defining the requirements in workshops, to creating beautiful pixel-perfect designs that provide our developers with everything they need to build the tool.
The development is being completed in sprints with regular scrums and sprint ceremonies to help the team deliver the best possible solution, in time and under budget.
When will this be available?
We’re aiming to have this game-changing service launched by April 2020.
Once the Onboarding Tool is out the door, we’re planning to continue building on the groundwork we’ve laid here to create a world-beating Accelerator for Service, encompassing a Community with the beautiful UX that oe:gen are renowned for, and a best-in-class Service Cloud implementation to back it up. Watch this space!