Dock enables you to collaborate hands-on with customers and prospects through mutual action plans. You can customize Checklists, Timelines and Kanbans to help ensure you're moving that customer relationship forward. You can also using them internally within a Workspace, to make sure you're aligned with your team on your to-do's!
Below are a few common use cases we've seen for when to utilize these:
Onboarding a new customer or partner
Align on timelines and key milestones
Assign ownership and check off to-do's
Send reminders on action items
Providing clarity on the sales process
Outline next steps during the sales cycle
Align on responsibilities during the evaluation period
Internal alignment (i.e. Sales to Onboarding handoff)
Check out the video below for a demo on how we leverage these for customer onboarding!