Client onboarding is key to customer success, but scaling it across global teams is a challenge. Salesforce, a worldwide SaaS leader with 49,000+ employees, solved this by using Process Street to standardize and automate its onboarding process.

Challenge: Scaling Client Onboarding Without Losing Quality

With customers across industries and regions, Salesforce needed to:

• Personalize onboarding while staying consistent: Tailor onboarding experiences for individual clients without compromising the standardization and reliability of its processes.
• Share knowledge seamlessly across teams: Ensure that all teams have easy access to the same up-to-date training materials and onboarding information.
• Scale best practices without losing quality: Replicate successful onboarding strategies across regions while maintaining the same high standards for every client.

On top of that, Salesforce had to manage these processes while tracking client progress, reducing errors, and keeping teams aligned—all in a global, remote environment.

Solution: How Process Street Transformed Salesforce’s Onboarding Strategy

Salesforce tackled its onboarding challenges by using Process Street to streamline workflows, standardize operations, and support global teams. Central to this effort was the Datorama Use Case Kit (DUCK) checklist, designed to customize onboarding steps for each client. 

Here’s how Salesforce used Process Street’s key features with the DUCK checklist:

1. Conditional Logic: The DUCK checklist adapted steps based on client use cases.
   1. For instance, a use case like Media Performance Optimization automatically adjusted steps, streamlining onboarding for both teams and clients.
2. Dynamic Due Dates: DUCK automated follow-ups and flagged delays.
   1. When clients stalled on tasks in the DUCK checklist, dynamic due dates alerted team members to step in, keeping the process moving.
3. Task Assignments: Tasks were assigned to the right person at the right time.
   1. For example, Account Managers gathered client goals first, and once completed, Client Success Managers were notified to guide the next steps.
4. Cloud-Based Checklists: Acting as a live document, the DUCK checklist stored client goals, account details, and progress updates.
   1. The DUCK checklist served as a live document, storing client goals, account details, and progress updates—a single source of truth for distributed teams.

Salesforce’s Datorama Use Case Kit (DUCK) checklist helps account managers document client goals and ensures no steps are missed during onboarding.

How does Salesforce use Process Street for its weekly Health Check checklist?

“Process Street and Salesforce are complementary tools. To give a real-life example, we run a Weekly Health Check checklist for our clients. For this, we use a checklist run link. This run link is part of the client object in Salesforce. On activation, the link fills out the Weekly Health Check checklist automatically recording all the client-specific information.

We are also working to integrate the backward flow, so every time you run a checklist for a given client, it’s automated into Salesforce as an activity or note for that client. This means every action done for a given client is documented in one place while also having the benefits of Process Street in a step-by-step checklist.”
— Alex Hauer, Former Senior Success Consultant, Salesforce Datorama

Results: A Symphony of Efficiency

Centralizing onboarding in a single source of truth allowed Salesforce to scale its operations while delivering top-tier client experiences. They achieved:

• Global Reach: Clear, documented processes made onboarding smooth for clients worldwide.
• Teamwork: Task assignments and shared checklists kept teams in sync and communication clear.
• Client Support: Clients received tailored onboarding with progress tracked and supported every step of the way.
• Fewer Errors: Detailed checklists reduced mistakes and kept the process consistent.
• Quick Improvements: Flexible templates let teams make changes and improve processes without delays.

A Clearer, Faster Process for Scalable Growth

Salesforce’s experience with Process Street shows that even the largest enterprises can scale client onboarding while keeping it personal. By turning complex processes into clear, actionable workflows, Salesforce improved onboarding and laid the groundwork for continued growth.

A major Canadian government department, known for its focus on innovation and research, faced significant challenges in managing procurement processes. With increasing scrutiny on public spending and procurement compliance following the high-profile controversy surrounding the ArriveCAN app, this department prioritized improving efficiency, transparency, and adherence to regulations. Leveraging Process Street’s compliance-centric project management platform, the department transformed its procurement operations, establishing a blueprint for government-wide adoption.

How Hustle Fund Mastered Operational Efficiency

Hustle Fund is a venture capital firm that invests in early-stage startups, particularly at the pre-seed and seed stages. Founded by experienced entrepreneurs and investors Elizabeth Yin and Eric Bahn, Hustle Fund focuses on backing founders who demonstrate hustle and grit. They have invested in over 500 companies across various industries, including Webflow, Boom Supersonic & NerdWallet.

When Hustle Fund crossed 150 investments, they faced a pivotal moment: scaling their operations without ballooning costs or risking compliance mishaps. Relying on manual processes for deal tracking, compliance, and audits wasn’t just inefficient—it was unsustainable. They needed a solution to manage their growing complexity and found it in Process Street, a project management platform purpose-built for venture capital firms. The results were transformative.

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Wodify is a long time customer of Process Street that uses the platform to streamline their employee onboarding and power their customer success program. We spoke to their Product Manager Elli Rego about how they use Process Street in their business.

The Wodify Story

Fitness requires motivation and dedication, both of which are driven by competition and human connection. Thus, gyms need to connect with their members to survive.

Wodify gives gyms the platform they need to do just that.

Wodify Core is a gym management platform that lets owners and coaches quickly deal with their admin to focus on getting the best out of their members.

Schedules can be created and edited on the fly, member attendance is tracked and automatically billed, and everyone’s performance can be monitored and referenced to show just how well their workouts are going.

Competitions can be set up and easily managed with Wodify Arena, letting the fitness community push itself to train harder while live scoring keeps the results tense.

Gyms and their members are performance-driven by nature, and Wodify works to let their customers focus on just that.

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In this post, I’m going to define and explain the benefits of employee onboarding, then give you access to six employee onboarding checklists.

Use them on their own or import into Process Street, so you can track and automate the work in Slack or Microsoft Teams.

Why checklists?

Well, checklists are the most popular way to onboard new employees, and that’s for a good reason.

Checklists help you to follow a process, make sure you don’t neglect anything important and stay compliant.

Instead of making you write your own, you can use one of the 6 we’ve prepared for you as a basis, and either take it as it is or modify it for your business.

Reported by Dr. John Sullivan, recruiting advisor and professor of human relations, the statistics show that:

• 50 percent of new hires are fired or quit during their first six months
• 40 percent of new CEOs fail in their first 18 months
• Up to 60 percent of new management employees fail during their first 18 months

For too many companies, the recruiting process has become expensive causing lost revenue and damaging to company morale.

Luckily, a new employee onboarding process flow can prevent such mistakes from occurring.

If you’re looking to put your best foot forward in making new hires feel welcome, a new employee onboarding checklist can do the trick.
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I recently hit the limit on my 100GB Dropbox account and after a bit of research decided to make the move from Dropbox to Google Drive. In this post, I’ll explain why I did it and some cool unexpected benefits that came from the move and give you a rundown of Dropbox vs Google Drive.

Dropbox and Google Drive are file storage services that sync files between a folder on your device(s) and the cloud. Making it easy to backup and access your files from anywhere.

Up until a few weeks ago I was paying for premium plans for both Google Drive and Dropbox.

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Keeping everyone on the same page in your business is easy with today’s technology. Using cloud-based calendars, you can have everyone synced up all the time from any device. In this post, I will go through our favorite setups to ensure your team never misses a meeting again.

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Microsoft SharePoint is a bit like a Swiss army knife. It has a ton of different functions, some of which are useful, and some that aren’t. If you’re using SharePoint or one of several SharePoint alternatives and you’re not careful, you might wind up with a tool that’s so bloated with features it doesn’t really succeed at any of them.

As SharePoint consultant Jason Masterman says, “Customers are [implementing SharePoint] because they own it. It’s not that they’re doing research and choosing [SharePoint]. They’re doing it because they own it.” In a 2013 survey, only 6% of respondents reported completing a successful SharePoint project. In 2015, that number was up—but just to a mere 11%.

We think more than 11% of users deserve to be happy with their workflow tool. So we looked at 7 SharePoint alternatives and examined how they stack up in terms of price, capability, and user-friendliness. Here’s what we found.

Since its founding, Process Street has enabled thousands of companies of all sizes to implement processes that are consistent, effective, and efficient.

Along the way we’ve worked with many large and growing organizations and have come to understand the unique challenges they face with process management. Over time, we’ve also realized our unique ability to help customers attack and overcome these challenges. 

Today, I’m pleased to announce our official launch of Process Street for Enterprise, a new plan that combines the intuitive, no-code tools our users already love with scalability, security, and services to supercharge process management for larger organizations.

In this post, I’ll briefly discuss some of the most common challenges of process management that our larger customers face and then introduce the key solutions and services that will make those obstacles far more manageable, including brand new releases like our enhanced API and SCIM provisioning. 

Systematizing your business is one of the biggest challenges any founder or executive faces when trying to scale.

I’ve seen it personally in my businesses and in the experiences of our customers. It’s the problem which led to us creating Process Street when I ran a small business. It’s the problem people and businesses of all sizes now come to Process Street to overcome.

Thousands of customers like Accenture, AstraZeneca, and Salesforce are solving processes from small business needs to critical enterprise and infrastructure processes.

It’s important to learn not just how to get things done, but how to do that repeatedly, effectively, and efficiently as your team grows.

This is where business systematization comes in.

A huge part of that is process management. According to our research, 42% of respondents say their teams have no time to create processes. You cannot systematize if you fail to document your processes.

In fact, process documentation is only the first step. What about adherence, integration, automation?

That’s why, as Process Street’s CEO, I was so excited to collaborate with Foundr to create a course to take you from process-less to process pro. The course is now available for registrations – you have until September 8th to get involved, so make sure to register ASAP if you’re interested.

I’ll give you the platform and the playbook to systemize your business in just 10 minutes per day, all delivered through Foundr’s intuitive learning experience.

Foundr magazine is one of the leading media outlets for entrepreneurs, small business owners, and executives. The course comes carefully prepared with video lessons, playbooks, and an explanation of my proven DIA Method.

As part of the Process Street family, I’m offering you the chance to register now and get 4 free masterclass lessons where I’ll explain my 10 minute MVP approach to supercharging processes in record time.

Click here to register!

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