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Taskfeed — Onboarding & Implementation Projects

$3,600 USD per company per year ■ LAUNCH - 25 Full Users, 50 read-only users plus Unlimited External Viewers ■ GROWTH - 50 Full Users, 250 read-only users plus Unlimited External Viewers ■ ENTERPRISE - Contact sales@taskfeedapp.com for a quote

Discounts available for nonprofits

Rating

(53)

Listed On

7/23/2014

Latest Release

2/22/2018

CATEGORIES

Project Management
High-touch Customer Onboarding

Taskfeed is on your side to make each customer successful helping you plan, manage and measure high-touch or complex customer onboarding or implementation programs all from the worlds #1 CRM, Salesforce.

  • When an Opportunity is Closed-Won (or based on activity within Salesforce) a project will be created. Your project plan will be created based on Templates which are mapped to customer segments, products, or your own criteria within Salesforce.
  • Your plan is scheduled automatically based on your templates. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are rescheduled based on the dependencies defined within the templates.
  • Keep your customers in the know throughout the entire process by sharing your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes.
DEFINE REPEATABLE BEST PRACTICE PLAYBOOKS##Projects are created based on activity within Salesforce. Your project plan will be created based on playbooks which are mapped to customer segments, products, or your own criteria within Salesforce.####PLANNING AND SCHEDULE WITH DEPENDENCIES##Your project plan is scheduled automatically. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are automatically rescheduled based on the dependencies defined within the templates. ####SHARE WITH YOUR CUSTOMER##Keep your customers in the know. Share your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes.####RUNS ON SALESFORCE, 100% NATIVE##Taskfeed is built entirely on the Salesforce platform. This means you extend Taskfeed using the same capability your use to customize Salesforce, including creating custom fields, workflow, automation and much more. ####TASKFEED SOLUTIONS##Manage your projects in Salesforce related to your Account, Opportunities, Cases and Custom Objects.####■ Customer Onboarding##■ Team Selling##■ Project Management

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance EditionsProfessional & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 13
  • Custom Applications: 1
  • Custom Tabs: 7

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
Taskfeed required Chatter to be enabled.

Support Support available via Email and In-app chat.

Additional Information

Package Name
Taskfeed
Version
Winter '18 / 12.26.1
First Release
7/23/2014
Latest Release
2/22/2018
Languages

Customization Guides

Taskfeed (Tapply Ltd.)
London, United Kingdom
Founded
2014
Phone
+1 (650) 2906111

Whether you are a platform, product, services, or marketplace business you should be focussed on Customer Success. Customer Success starts with Customer Onboarding. ####Taskfeed helps customer oriented businesses take their onboarding experience to the next level by creating a repeatable and scalable process to ensure each customer is successful and to help create an amazing first impression. Taskfeed is a project and process management application, designed for Customer Onboarding and built on the Salesforce platform.####Taskfeed has become one of the top apps on the AppExchange used by the most innovative companies in the world.

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