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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Every client has unique requirements and objectives, so why would you provide them with a one-size-fits-all onboarding strategy? With Arrows, you can customize, rearrange, and modify tasks within your templates for each individual client, ensuring that every plan is tailored to their specific needs. You have the flexibility to assign tasks to any member of your team or the client’s team, making it clear who is responsible for each deliverable. Instead of constantly reminding clients about overdue tasks, let Arrows take care of all the reminders, allowing your team to focus on being the strategic partner your clients truly need. Transition away from disorganized spreadsheets to a streamlined internal dashboard, where you can easily view clients with overdue tasks or those due today at the top, followed by other active clients. Interested in automatically generating an onboarding plan for each client? Or perhaps updating the CRM opportunity as onboarding progresses? That’s a breeze! Maintain momentum with the Monday morning heartbeat email, which provides a status update on the current phase of work, ensuring that everyone stays informed weekly. This approach not only enhances efficiency but also fosters stronger relationships with your clients.

Description

Establishing a method for transitioning between stages in a workflow can be approached in several ways: whether it requires unanimous approval from all members, a majority vote, or permits any individual to authorize the progression. In addition, SES’s software offers various options for automating this workflow. Requests can be directed automatically according to the fields chosen by users and staff. With Quick Assign Rules, the software can streamline the workflow by automatically selecting the appropriate workflow and assigning tasks for standard requests and staff roles. Furthermore, automatic email notifications can be configured to specify who gets informed about an issue and at which stages; for instance, the department head might only need notifications when a new issue arises and at the final approval stage, while the Project Manager could require updates at every phase. These customizable rules can be set up effortlessly with just a few clicks. After receiving an email notification, recipients can, depending on their permission level, access the relevant record directly through a link provided in the email, allowing them to take action immediately. This seamless integration enhances collaboration and ensures that everyone stays updated throughout the process.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Zapier Yes 

Integrations

Salesforce No 
Zapier No 

Pricing Details

$99 per month
Free Trial Yes 
Free Version No 

Pricing Details

$700.00/one-time
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Arrows

Founded

2018

Country

United States

Website

arrows.to/features/

Vendor Details

Company Name

SLAM Energy Software

Founded

2012

Country

United States

Website

www.slam-energy-software.com

Product Features

Customer Success

Account Alerts No 
Account Management No 
Communication Management No 
Customer Engagement No 
Customer Lifecycle Management No 
Health Score No 
Onboarding No 
Revenue Management No 
Usage Tracking / Analytics No 
Win / Loss Analysis No 

Product Features

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management No 
Forms Management No 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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