AutoBoard: The App For Onboarding

The software for on-boarding your customers faster and more effectively. Impress your new customers every time with repeatable templates and automated tasks.

On The Same Page: One hosted web page shows the new customer and your team The On-Boarding Plan so everyone is on the same page, in real-time. This brings clarity to the process and sets appropriate expectations by showing what they have to do and by when.

No Worries: Let our Escalation Engine go through a series of alerts, so you don’t have to rely on any one person.

Dynamic Project Management: We make it easy to collect information from customers, and Automate the next step based off that information. This cuts down on labor and makes the onboarding happen faster.

Hit Your KPI's With Reporting And Dashboards:The On-boarding Process is made up of all of the tasks that begin the moment that the customer decides to buy, all the way until the moment that the customer is using the product or service and realizing those benefits. “Successful On-boarding” is a hard mark to hit and is finally achieved when a company quickly gets their customer to that “Aha!" moment and the customer thinks, “Wow, I am satisfied, and would be willing to refer you more business!"

We have implemented our app along with DocuSign, and connected to Customer Success total lifecycle management products like ZenDesk and Gainsight.

 

 

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Xpy-SMS App

Xpy-SMS App

This app is integrated with very reliable SMS service provider Wire2Air. It enables salesforce service cloud to integration Wire2Air SMS features with lots of inbound and outbound SMS configurable options.

The Autoboard Systems Xpy-SMS App is available as a managed package.

  • SMS solution on salesforce with service console
  • Single and Bulk SMS solution
  • Inbuilt functionality for Lead, Account, Contact & Campaigns
  • SMS conversation history with each record
  • Long/Short code configuration
  • SMS Delivery reports
  • DND options for users to prevent receiving SMS
  • Bulk SMS functionality for Campaigns and track status

 

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Xpy-Qwik Health Check App

Xpy-Qwik Health Check App

This app is very much needed app on every salesforce org. It really helps system administrator and consultants to analyze salesforce status to generate reports and plan to optimize over all system & performance.

The Autoboard Systems Xpy-Qwik Health Check App is available as a managed package.

  • Perform health check of your salesforce org
  • Execute Code & Configuration analysis
  • Generate PDF & Excel reports
  • Generate Health check report on Profiles, Roles, Users
  • Objects & Fields detailed analysis
  • Generate Objects level data analysis
  • Generate Fields data analysis
  • Generate Record types analysis

 

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