This document summarizes the services provided by OnboardCRM, a business growth agency. OnboardCRM offers an all-in-one agency to boost growth through end-to-end B2B and CRM services including inbound services, telemarketing, marketing, PR and social media, mobile and web development, and business process outsourcing built on the Salesforce customer success platform. OnboardCRM helps measure growth metrics and steer performance towards growth targets through their C-H-A-O-S-M methodology.

1. Winter
HR
AGENCY
INBOUND
SERVICE
AGENCY
B2B TELESALES
AGENCY
DATABASE
AGENCY MARKET
INTELLIGENCE
AGENCY
B2B MARKETING
AGENCY
PUBLIC
RELATIONS
AGENCY
MOBILE APP
AGENCY
SOCIAL
ENGAGEMENT
AGENCY
BUSINESS PROCESS OUTSOURCING: GROWTH AGENCY
BUILT ON SALESFORCE.COM CUSTOMER SUCCESS PLATFORM
WEB
DEVELOPMENT
AGENCY
ONE STOP SHOP: ALL-IN-ONE AGENCY TO BOOST YOUR GROWTH
PAYROLL
AGENCY
CRM AGENCY

2. DATABASE
AGENCY CRM
AGENCY
B2B
TELESALES
AGENCY
PUBLIC
RELATIONS
AGENCY
ONBOARDCRM IS A BUSINESS GROWTH AGENCY
Salesforce.com
CUSTOMER Success Platform as a Service
INBOUND
SERVICE
AGENCY
B2B
MARKETING
AGENCY
OnboardCRM:
Business Process Outsourcing AS A SERVICE
Your Growth & Development Partner
End-to-end B2B and CRM Services
Customer Success Platform
Sales Service Marketing Community Analytics IoT

3. PROFITABILITY & PERFORMANCE ON THE CLOUD
Process
Onboard

4. (TARGET)
MARKET
COST
C-H-A-O-S-M METRICS TO grow your market share
Measurable Growth KPIs: Going-to-market and Capturing-the-Market
HEADCOUNT ACTIVITIES OPPORTUNITIES SALES (ACTUAL)
MARKET
Cost
Efficiency
H
----
C
=
=
x
x
x
x
x
x
x
x
Market
Coverage
C
----
M
Call
Productivity
A
----
H
BUSINESS
DEVELOPMENT
O
----
A
Sales
Conversion
RATE
S
----
O
Market
Share
S
----
M

5. STEERING PERFORMANCE TOWARDS GROWTH TARGETS
Measurable contribution to bottom line and ability to steer performance towards profitable growth
C-H-A-O-S-M
FUNNEL
SALES
OPPORTUNITIES
ACTIVITIES
HEADCOUNT
COST
MARKET

6. Winter

7. CLOUD ROADMAP: INTEGRATED AGENCY SERVICES
OMNI-CHANNEL:
End-to-end support for
your marketing, sales and
service processes
across key touchpoints
ONE STOP SHOP:
Consultancy + professional
services to support the full
sales cycle, including web,
mobile and social media

8. WE NOW INTEGRATE PR & SOCIAL MEDIA INTO CRM
Social Media Listening & Real-Time
Engagement with Social Studio

9. (NEW) SOCIAL MEDIA ENGAGEMENT & PR SERVICES
Listen > Publish > Engage > Social Customer Service (Radian6 integrated with Salesforce Service Cloud)
Collaborative Spaces
for Teams to Operate
at Social Speed &
Agility
Plan, Source, and
Publish Compelling,
Brand-Safe Social
Content
Enable Authentic
Interactions with
Every Consumer
Assess and Refine
Your Strategy Based
on Results and Data
Workspaces Social Content Marketing Engagement Analytics

10. REFERENCE IMPLEMENTATIONS
B2B TELESALES &
CHANNEL SERVICES
CRM CONSULTANCY &
DATABASE SERVICES
PR + SOCIAL MEDIA
SERVICES
WEBSITE/MOBILE
DEVELOPMENT

11. Winter
SALESFORCE CRM DOMAIN EXPERTISE

12. WinterCrm.team@onboardcrm.com
CHIEF DIGITAL OFFICER
SALESFORCE CONSULTANT
SALESFORCE CONSULTANT
SALESFORCE DEVELOPER
SALESFORCE ADMINISTRATOR
PROJECT MANAGER PROJECT MANAGER
SUCCESS MANAGER BUSINESS DEVELOPMENT
BUSINESS DEVELOPMENTEDUCATION OFFICER