A SaaS heavyweight & one of the largest tech companies in the world with over 49,000 employees in 28 countries, Salesforce has built the worlds most successful CRM – not to mention the tallest building in the Western US, the Salesforce Tower.

In this post we look at how Salesforce Datorama, a marketing intelligence and analytics platform, does client onboarding (and more!) with Process Street. We hosted a webinar with Salesforce Datorama’s senior success consultant Alex Hauer, to reveal their secrets.

Process Street is a no-code workflow software designed to help teams make recurring work fun, fast and faultless. We serve over 450,000 registered users including Salesforce as well as other tech giants like Spotify and Airbnb.

(Salesforce Ventures also participated in our recent $12 million Series A led by Accel, alongside Atlassian and others! )

Salesforce uses Process Street to help their customers learn how to use the product. The customer success team follow Process Street checklists, and even create checklists for the customers to follow directly.

Process Street has helped Salesforce scale best practices, increase new feature adoption, and easily follow & track customer progress.

Let’s see how Salesforce do it, and how you can do it too!

• How Salesforce uses Process Street to streamline client onboarding
• Challenges Salesforce faced (& how Process Street helped)
• The results: How Process Street enabled Salesforce to scale efficiently
• Q&A with Salesforce: Health checks, task assignments, & run links

Let’s jump straight to it.
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Join us as we take a closer look at the success story of Kelli Segretto of K Segretto Consulting, a leading Property Management Consulting business.

In this partner spotlight, we will explore how the strategic integration of the Solutions Partners program has played a crucial role in driving K Segretto Consulting and her clients to new heights of success. 

You will discover how Kelli leverages the power of Process Street to create customized workflows, setting a new standard in property management consulting.

Learn how Kelli leverages the Solutions Partners program to grow her own consultancy, along with fun facts about her personally and the workflows that have brought her the most joy.

• The scoop with Kelli’s process management consulting company
• What Kelli loves most about the work she does as a Solutions Partner
• The most fulfilling workflow Kelli has built for a client
• What Kelli does when she’s not building workflow
• What else makes Kelli tick? 

Leverage is an operations consulting firm that helps teams optimize their processes by introducing them to top workflow management tools. One of these tools is Process Street, which Leverage uses for its own daily recurring tasks.

The company’s CEO and founder, Nick Sonnenberg, even features Process Street in his book Come Up for Air: How Teams Can Leverage Systems and Tools to Stop Drowning in Work. He also made an entire YouTube video talking about Process Street’s benefits.

But why is Nick such a strong advocate of Process Street? What has the software done to help him and his team at Leverage? In this article, we will answer these questions by looking at:

• The challenge
• The solution 
• The result 

Southport Technology Group strives to offer affordable services to smaller businesses who don’t have an in-house tech team. 

To do this, the team at Southport Technology Group needs to have lean standard operating procedures to ensure they can meet demand efficiently while keeping costs low.  

In this article, I’m taking you through how the team at Southport Technology Group uses Process Street to optimize their onboarding programs for clients, developers, and employees. 

• The challenge 
• The solution 
• The results 

Murray Dare is a multi-award-winning marketing consultant based in Norwich, England. With his remote team drawn from across the UK, he delivers first-class marketing strategies, content and processes to a wide range of clients.

The team at Murray Dare use Process Street to streamline their content marketing operations.

Armed with process documentation solutions and process automation, Process Street has empowered Murray Dare to cut costs, increase productivity, improve content quality, improve scalability, and more!

In this case study we’ll look at:

• The challenge
• The solution
• The results
• The future

Let’s jump right in!
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“Overall, [Process Street has] made a world of difference inside the organization. It’s really helped our quality and keeps our customers happy.” – David Schenz, Director

ERP Suites helps enterprise companies implement scalable IT solutions for secure data, improved response times, and application of industry knowledge & best practices.

The company began its very humble start in 2006 with a few guys in a basement with a vision. By 2017, ERP Suites had grown into an award-winning company known for its IT solutions and innovations.

Currently, they meet the needs of over 250 mid-size organizations within the US and abroad.
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Robbins Estate Law is a law firm in the Austin, TX area.

By using Process Street, they have been able to overcome many growing pains that law firms often face, like simplifying long, complex processes, reducing human error, and simplifying the daily recurring tasks.

As a result, their attorneys handle roughly 2x the number of cases for their industry’s average.

Owner Kyle Robbins describes how they achieved this by using Process Street to upgrade their process management methods, letting their business run at scale beyond humble Excel beginnings.

In this Process Street case study, we’ll cover:

• Exactly what Process Street is used for
• Benefits of using Process Street
• The initial challenge (before Process Street)
• How Process Street solved their problem
• The results they saw after using Process Street

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BentoBox is a website e-commerce and marketing platform just for restaurants. Their mission is to empower the world’s restaurants to succeed in their mission of hospitality.

While thousands of restaurants are using BentoBox to power their digital experience for customers, including websites, online ordering, gift cards and more, BentoBox uses Process Street for key processes like customer onboarding and employee onboarding to smoothly scale their operations.

“Partnering with Process Street has ultimately enabled us to help our team move quicker, as well as create transparency with our customers; and the features that they’ve been adding since then have just kind of proved that it was the right choice.” – Chelsea Lynch, Customer Operations Team Manager, BentoBox

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Every company needs HR, but not every company needs an HR department.

For those who aren’t looking to set up the traditional HR team, Payroll Processors has the solution: an entire HR department stuffed into a single platform so you can streamline all your payroll and employee management needs in one place.

Much like us here at Process Street, the folks at Payroll Processors believe: let us take care of things so you can focus on your business.

It’s no surprise, then, that when Payroll Processors wanted to focus on its business, it came to us, and so began a beautiful relationship.
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Premier Claims is a public adjusting firm that secures an average increase on claim payments 700% greater than before their involvement in the negotiation. They represent policyholders and contractors when negotiating fair claim settlements from insurance carriers on property damage. This includes damage from hail, wind, fire, and smoke.

Premier Claims discovered Process Street in July 2020, and have since moved many of their processes to our platform. Process Street has given Premier Claims an easy and elegant means of collecting and securely storing client information.

One such process Premier Claims uses Process Street for is their Claims and Client Intake Workflow. When the Process Street version of this workflow was first beta-tested, the salesperson’s response spoke volumes to the reliefs Process Street brings the Premier Claims team.

“[Process Street is]…literally the easiest thing in the world.” – Premier Claims salesperson, Claims and Client intake workflow Demo

Premier Claims wanted to share their positive experience from using Process Street and decided to create a video demo of their Claims and Client Workflow.
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