Customer onboarding form template
Onboard and retain customers with a customer onboarding form
Provide your sales team with an easy way of logging their calls
Calls and meetings are a key part of your sales team’s job. To keep track of their contacts more effectively, you need to provide them with a way of tracking your calls. Try an online form.
When making and receiving sales calls, it’s important to keep track of who you’ve spoken to, and when. Even better, keep this information, along with a summary of the call and your contact’s details, all in one place.
An online form means you can keep this information together, and easily store and organize it. You can give your team better visibility over all of your prospects and leads, and how the relationship is progressing.
Introducing a new tool doesn’t have to mean changing your existing ways of working. We integrate with over 120 web apps, so there’s sure to be a tool that you’re already using.
This means you can smoothly integrate your typeforms into your established processes, whether it’s instant notifications in Slack, or exporting your data into Google Sheets. Typeforms are easy to build and manage, so there’s no additional training required.
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