How Salesforce Uses Process Street for Effective Client Onboarding

How Salesforce uses Process Street for Effective Client Onboarding and Business Growth

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!

Let’s jump straight to it.
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Accel Leads $12m Series A for Process Street’s No-Code Workflow App

process street series a accel atlassian salesforceRead more about this announcement on Business Insider, Crunchbase, and Forbes.

I’m very proud and excited to announce that Process Street has raised a $12M Series A from Accel, Atlassian, Salesforce Ventures and other amazing investors.

The funds will go towards our vision of building the GitHub of no-code; where teams around the world can find and use checklists, workflows and automations to improve their productivity at work.

Our mission is to make recurring work fun, fast, and faultless for teams everywhere. Having experienced investors and leading SaaS partners will put us in a powerful position to achieve this mission.
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10 Ways to Use Personalized Marketing to Boost Your SaaS Sales

content personalization

This is a guest post from Emil Kristensen, CMO and co-founder of Sleeknote: a company that helps e-commerce brands engage their site visitors—without hurting the user experience.

If you have a SaaS company but you’re not using personalized marketing, you’re missing out on one of the biggest opportunities to grow.

The reason?

SaaS companies are different than many traditional models. Instead of building up to a one-off purchase, SaaS benefits from a long relationship with a customer.

That means you can increase brand loyalty in ways most consumer products cannot, and you have a host of personalized marketing data at your disposal.

Today we’ll look at the three most effective ways to use personalized marketing in SaaS to increase your sales: through your emails, website, and app.

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Why Upselling is the Job of Your Whole Company, Not Just Your Sales Team

upsellingThroughout a customer lifecycle, it is important to take opportunities when they present themselves.

One aspect which many SaaS companies will be familiar with is the ongoing attempt to upgrade customers to the next level of billing.

The core method of achieving this is to add features and improve your product.

This provides provides greater value for the client and gives them more reasons to consider purchasing your services – resulting in an upsell which works for both parties.

I imagine most of you reading have bought something from Amazon at some point in time. Yet when Amazon offer a more premium delivery service with access to films and television shows many of you will have gone from occasionally using Amazon for purchases to being fully fledged Prime users!

Amazon offered greater value and you thought it was worth paying for. You were upsold.

But importantly, both you and Amazon came out of the deal as winners!

In this article, we’ll look at how different companies have utilized upselling to drive their business forward, and try to learn a little something from each.

Then we’ll take a more in depth look at how Process Street upsells its customers, and the importance of seeing this as a company wide effort rather than small aspect of sales.

At the end of the article, we’ll give you a free Process Street process template you can use in your business for upselling customers. This process is geared to be run by a member of the sales team to try to upsell a valuable client, and close the deal.

Checkout the snapshot below!

upselling process street checklist

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30 Ways to Close More Deals with CRM Integration

CRM Integration

[ Download our Free Ebook ] – Click here to download our free 111 page ebook on “How to automate the tasks you hate at work using Zapier“.

SaaS — the great equalizer.

Thanks to SaaS (software-as-a-service) countless businesses of all sizes have moved to cloud-based apps to solve everyday problems in ways only available before to big companies willing to shell out thousands for software licenses. Smart startups can harness the power and efficiency of larger teams by cutting out the robotic admin work from their processes and zeroing in on what really matters — generating leads, closing deals and keeping customers happy.

Organizing yourself and your team is made so much simpler when the apps you use sync to the cloud. This means the apps are accessible from any device, data coming in and out can be seen by whoever you choose, and apps can integrate with each other, doing more with less human input.

The cloud became the perfect setting for a CRM, and that’s where you’ll find all major products today.

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How to Level Up Your Sales Operations Career

Born in 1970, sales operations was originally described as “all the nasty number things that you don’t want to do, but need to do to make a great sales force”.

Sales is moving from paper rolodexes into the world of AI, automation and cloud computing. With it comes more nasty number things than ever before, making operations staff a vital part of the sales team.

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What You Can Learn from Salesforce to Hit Your Sales Goals This Year

Sales goals salesforce header

Some people seem like naturals when it comes to sales. Their smooth talking and deep product knowledge entices customers and makes them feel warm and fuzzy inside.

sales goals salesforce skills Source

A high performing sales person is a huge asset to a company, and they’re often paid very well as a reward!

  • Maybe you want to start a new business and need to jump into the sales role to get your fledgling startup off the ground?
  • Maybe you want to build a sales team to crush sales goals while you focus on your specialty?
  • Or maybe you just want to get into sales as a career and need to know how to get up to speed fast?

Well, in this Process Street article we’ll cover solutions to each of these conundrums. We’ll look at:

  1. How Salesforce hit their sales goals
  2. 10 top tips the sales experts have for a beginner
  3. How Close.io CEO Steli Efti builds outbound sales teams
  4. What steps you need to take to build sales processes (with a load of premade templates to help you get started!)

“A goal properly set is halfway reached.” – Legendary sales guru, Zig Ziglar.

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36 Top Salesforce Apps to Power Up Your Sales Operations

Salesforce is the most popular CRM in the world, and the most fully-featured. It has been developed constantly for almost two decades, and the company has tried its hardest to build every single feature that sales teams need to be more efficient.

However, it doesn’t do everything out of the box…

That’s why the Salesforce AppExchange features thousands of apps which have collectively been installed more than 5,000,000 times. These apps stand in for other software to save you switching between programs, breaking focus, and pasting data over and over.

But, like I said, there’s thousands of apps. How do you know what to choose, and what to avoid? When might you need to turn to Salesforce app development, and when can you get something straight from the shelf?

In this post, we’ll cover 36 of the best Salesforce apps on the AppExchange so you can improve your sales operations and productivity.

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How Salesforce Built the Fort Knox of Data Security

Benjamin Brandall
November 15, 2017
IT

Think about what’s at stake if Salesforce suffered a breach…

  • American Express, Philips, Vodafone, Virgin, Western Union, GE, the U.S. government, and 150,000 organizations risk their communications leaking to the public
  • This includes trade secrets, financial documents, passwords, and bank details
  • Hackers could believably impersonate bank employees or government officials

It’s a terrifying concept for Salesforce customers, and just as frightening for Salesforce themselves; if a breach like that happened, their $61b company would suffer tremendously.

A company as well-known as Salesforce has a huge target on its back, so it needs to have the highest security standards even while scaling up and innovating rapidly.

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The Needlessly Complex History of SaaS, Simplified

Benjamin Brandall
August 30, 2017

Look up the history of any modern technology, and you’re taken on a quick-fire tour of antiques, innovations, failures, successes, bubbles, booms, and busts.

Unlike the history of the Roman Empire or Greek poetry, software history is almost immeasurably short.

It’s rich and it’s exciting, but it’s also full of strange developments. Developments that never really went anywhere, but serve as warnings to organizations of the kinds of flops to avoid.

New terminology and seemingly revolutionary inventions have cropped up every single year since the 1960s, but by now most of what formed the foundations for today’s software market is obsolete.

The Department of Defense’s SaaS timeline is broad (and not particularly exciting-looking), but it gets the job done.

In today’s world, the majority of businesses and consumers use software-as-a-service (SaaS). If you define SaaS an application that can be accessed through a web browser and is managed and hosted by a third-party, then Facebook, Snapchat, Google — and many things that most people would just call ‘websites’ — are SaaS products.

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