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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“Startups that regularly conduct qualitative research (not just quantitative) experience faster results in their quest to achieve product-market-fit.” – Mitchell Posada, I’m a startup, do I need to do Qualitative Research?

Why?

Because by regularly doing qualitative research, you are engaging with (and acting on) the voice of your ideal customer. To the point where the customer actually becomes a part of everything you do.

Whether you’re a founder about to launch a product or someone who is simply keen to understand and put into practice qualitative research methods – 👇🏼 you’re in the right place.

Just keep on scrolling and I assure you that on finishing this Process Street blog you will be well versed in all that is qualitative research.

Alternatively, to skip to a specific section of the post click the links below:

• What is qualitative research?
• A closer look at qualitative research
• Types of qualitative research
• Qualitative research in practice: The chocolate method 🍫
• Is qualitative research for you?

Keep reading to find out exactly what chocolate has to do with qualitative research!
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LA Creative Technologies uses Process Street to streamline operations, with particular focus on (but not limited to) client onboarding, offboarding, and project management procedures.

With process automation and cloud process documentation solutions, Process Street has allowed LA Creative Technologies to productively, effectively and efficiently manage their remote team, and complex procedures.

We spoke with LA Creative’s Founder and CIO Josh Weiss to find out how they are using Process Street for client onboarding, offboarding and project management. We then opened the floor, accepting questions brought forth by our webinar listeners. Here’s what we found out.

Click on the relevant subheader below to jump to that section. Alternatively, scroll down to find out all Process Street and LA Creative Technologies have to say.

• The LA Creative Technologies story: LA Creative Technologies as a management service provider
• The challenge: Client onboarding and offboarding
• The challenge: Project management
• The results: Client onboarding and offboarding
• The results: Project management
• Question time with LA Creative Technologies

Let’s get started.
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Alarca Realty is a property management firm based in Charlotte, North Carolina, specializing in the full-service management of family homes, condominiums, townhouses, duplexes, and small multi-family developments.

We spoke with owner and CEO Bob Abbott to discuss how Alarca uses Process Street to improve the management and execution of property management workflows that keep their growing business running smoothly.

Streamline property management yourself with Process Street

Before we jump into Alarca’s story, check out the webinar video below. It’s a great resource for learning about how you can use Process Street to bolster your property management-related workflows, just like Alarca!

The Alarca Story

Founded in 2005, Alarca began with the mission of delivering world-class property management services in Charlotte and other locations in southwestern North Carolina.

Their focus on customer service and providing the highest return for clients has resulted in them achieving industry-leading client retention levels.

For many years, the company used a large library of spreadsheets to manage internal processes and track communication with clients.

As the company grew, so did their spreadsheets, and it soon became incredibly difficult and time-consuming to execute tasks as efficiently as they would like.

Bob identified this bottleneck, and after a period of significant research and testing, decided to go with Process Street to improve the way his team complete their day-to-day tasks and for him, as the manager, to gain greater insight into the progress of workflows.

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PocketSuite is a smartphone-based booking, payment, and client management toolset for solopreneurs, which seeks to empower business owners while streamlining the customer experience via SMS communication.

We spoke to Ilya Ornatov, head of growth marketing at PocketSuite to find out how they use Process Street every day to drive down costs, save time, and grow business.

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NW Maids is a maid and cleaning company based in Seattle, WA with over 600 5-star customer reviews and a dedication to the highest standards.

We spoke with founder Ilya Ornatov about how NW Maids uses Process Street daily to drive success rate, boost lifetime customer value (LCV), and reduce employee errors.

The NW Maids story

It was in 2014 that Ilya set sights on the cleaning business and quit his job as a VP of Sales to focus on making the NW Maids vision a reality.

Business is currently booming, with 10 teams operating across the city of Seattle.

As the company has grown, they’ve managed to overcome various obstacles in their mission to simplify the home cleaning experience.

Let’s look at some of the insights they’ve gained, and problems they’ve solved with Process Street.

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Global Ag Input Solutions uses Process Street to help direct operations and connect team members out in the field with those in the office. We sat down with Vicki Riendeau to learn how they employ Process Street’s checklists in their business.

The Global Ag Input Solutions story

Global Ag Input Solutions is a subsidiary of Global Ag Risk Solutions, an insurance company which primarily operates in Canada and is moving further into the US market.

It was identified that customers needed more than just insurance products and would benefit from lending opportunities. As such, Global Ag Input Solutions was established to provide a unique, convenient and flexible Input Financing Program that puts producers in control.

Global Ag Input Solutions is a growing company with an innovative approach in the industry, but how does the team keep on track day to day?

Global Ag Input Solutions uses Process Street for:

• Internal communication
• Sales
• Finance
• Approvals

The team has benefited from implementing Process Street by:

• Streamlining internal communications
• Managing the sales process end to end
• Centralizing information
• Providing clarity about what work needs to be done

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Renegard uses Process Street to enable manual, on-the-ground workers to execute tasks more efficiently and enable their managers to oversee all activity in real-time. They also use process automation to streamline the hiring and onboarding process. We spoke to their CEO, David Martin, about how they are using Process Street, what benefits they are experiencing, and how Renegard sees their usage of the platform progressing in the future.

The Renegard Story

From pickup trucks to boats and large-scale construction equipment, Renegard provides its customers with high-performance protective coating for a range of vehicles.

Ultimately, their mission is to help you get the most out of your vehicle by applying coatings that are guaranteed to protect it from wear and tear as well as more significant damage.

Their two trademarked products, Alphagard and Solargard, are extremely tough coatings that can be used for both interior and exterior applications. They are available in a variety of colors and can be custom color matched.

Given that they apply their coatings to vehicles all across the US, Renegard employs a large number of contractors to perform the manual-intensive work. These individuals need to follow strict processes in order to ensure that coatings are applied in the proper way each and every time.

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The A-Team Lending is a California-based mortgage broker with over a dozen full-time employees and 20 commissioned salespeople. The A-Team hired process consultant Cary Wan to handle their marketing and improve their business systems

Within the first month Cary has already managed to fully automate a large chunk of their HR systems which would otherwise require them to cover at least $30,000 extra in staffing costs to do manually.

A-Team Lending is rapidly scaling up and adding new salespeople to its team. This level of growth drove the firm to make big changes to the way they approach the onboarding process.

Why the A-Team needed Process Street

Instead of bogging the new hire down in a stack of forms to scan, sign and print, Cary uses Process Street as a trigger for form automation, allowing both him and his new hires to save hours per week on repetitive data entry.

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Dodson Property Management is a Richmond-based property management company which uses Process Street to track the progress of everything from recruitment and onboarding to managing tenants and creating monthly reports for their landlords. This lets them make sure that their processes are carried out accurately and reliably, even when their team is on the go.

We spoke to their Vice President of Single Family Management, RMP, and MPM Tim Wehner about how they use Process Street in their business.
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