Name: Dock - Customer Onboarding Use Case
Uploaded: 2024-06-16T16:30:29.000Z
Duration: 3 min 26 s
Description: Dock is a client-facing workspace that helps revenue teams close deals, onboard customers, and manage renewals.

dock company logo.png

Dock

Dock Demo

In this video, you’ll see Dock, a platform that keeps every part of your sales process in one deal room. You’ll learn how to add a summary, introduce contacts, and share plans, slides, case studies, pricing options, legal terms, and NDAs. The video shows how to create order forms for signatures and track real-time buyer actions with simple reports. You’ll also see a view that pulls in your sales data and buyer activity to watch deal progress. Dock solves lost emails and scattered files by organizing every step in one place.

Dock is a sales deal room that helps sellers collaborate with buyers and organize every part of the sales cycle.

Introduction to Dock

Explore the Dock deal room: view a summary, introduce your point of contact, set up a mutual action plan, embed slide decks, and customize modular tabs for business cases, product deep dives, demos, and case studies.

Navigating & Customizing Your Deal Room

Share pricing proposals with different options, present legal terms, provide security information, and even require an NDA for access to sensitive reports.

Pricing, Legal, and Security

Outline implementation steps, next actions, and timelines. Create and send order forms for signature to close deals from start to finish.

Implementation & Order Forms

Track prospect activity in real time—view clicks, page views, and asset engagement. Use a live feed and table view to multi-thread and manage account interactions.

Real-Time Analytics & Engagement

Combine your CRM data with Dock analytics to get a clear dashboard of accounts, pipeline amounts, last client views, order form statuses, and mutual action plan progress.

Account Dashboard & CRM Integration

Access reports on close rates, days to close, opportunity breakdowns by owner, and buyer engagement metrics to measure Dock’s impact on your sales cycle.

High-Level Reporting & Metrics

That’s Dock! Sign up today to streamline collaboration, track engagement, and close more deals end to end.

Conclusion & Next Steps

Dock - Customer Onboarding Use Case

In this video, you’ll see Dock, a tool that helps teams onboard new customers with one clear plan. You’ll learn how to add key info like timelines, team members, and next steps in a shared page. You’ll watch how to build steps with checklists, videos, forms, and file uploads that customers use at their own pace. You’ll also see live stats, manager views, and task reports that show how involved customers are and how fast they finish. Dock connects with Salesforce and HubSpot so you get all onboarding details in one place. By the end, you’ll know how Dock makes onboarding simple and keeps customers happy.

Get an overview of Dock as a collaborative customer onboarding plan and learn what this video will cover.

Explore the client view where you can share a relationship summary, implementation timeline, team members, next steps and scheduling in one place.

Centralized Onboarding Hub

Outline your customer’s current challenges, align on recommended solutions and highlight the expected business impact.

Success Plan Tab

Customize your onboarding phases and use built-in forms, task lists, videos and call-to-action buttons to collaborate with customers.

Custom Onboarding Phases and Collaboration

Track customer progress with live analytics showing task completions, training views and overall engagement in the onboarding process.

Real-Time Engagement Analytics

Leverage customizable dashboards integrated with Salesforce/HubSpot, manage tasks globally and generate reports on project status and performance.

Manager Dashboards and Reporting

Recap Dock’s benefits as an end-to-end onboarding tool, its impact on customer retention, and encourage you to try Dock today.

Conclusion and Call to Action

Emerging Sales Tech Demo Day

A centralized client collaboration platform that streamlines communication, onboarding, and relationship management through branded, customizable workspaces.

Dock is a company that helps businesses work together better by providing a shared online space where they can share information and collaborate. This makes it easier for companies to communicate and manage projects with their clients. ([dock.us](https://www.dock.us/about-us?utm_source=openai))

company_summary

Dock is designed for businesses of all sizes, from small startups to large companies. It's especially useful for:

- Sales Teams
- Customer Success Teams
- Project Managers
- Marketing Teams
- Client Services Teams

Industries that benefit from Dock include technology, finance, marketing, and consulting. ([dock.us](https://www.dock.us/?utm_source=openai))

company_icp

Some notable customers include:

- **Nectar**: Increased their win rate by 31% using Dock for sales follow-up. ([dock.us](https://www.dock.us/?utm_source=openai))
- **Loom**: Saved 2 hours on onboarding each customer by using Dock's onboarding portals. ([dock.us](https://www.dock.us/?utm_source=openai))

best_customers

Dock stands out by providing a collaborative workspace that integrates with existing tools, making it easier for businesses to manage client relationships and projects in one place. ([dock.us](https://www.dock.us/about-us?utm_source=openai))

company_uniqueness

For more information, you can visit Dock's website: ([dock.us](https://www.dock.us/?utm_source=openai))

legal_info

Companies use Dock for:

- **Sales Deal Rooms**: Organize all sales materials and communications in one place to help close deals faster. ([dock.us](https://www.dock.us/?utm_source=openai))
- **Customer Onboarding**: Provide new customers with all the information they need to get started, improving their experience. ([dock.us](https://www.dock.us/?utm_source=openai))
- **Client Portals**: Share project updates, documents, and other important information with clients in a centralized location. ([dock.us](https://www.dock.us/?utm_source=openai))

use_cases

- **Shared Workspaces**: Create private online spaces to share information and collaborate with clients. ([dock.us](https://www.dock.us/?utm_source=openai))
- **Integration with Other Tools**: Connect Dock with software like Salesforce and HubSpot to streamline your workflow. ([dock.us](https://www.dock.us/about-us?utm_source=openai))
- **Content Management**: Organize and manage all client-facing content in one place. ([dock.us](https://www.dock.us/?utm_source=openai))
- **Order Forms**: Easily create and sign order forms directly within the platform. ([dock.us](https://www.dock.us/?utm_source=openai))
- **Custom Branding**: Customize workspaces with your company's logo and colors to maintain brand consistency. ([dock.us](https://www.dock.us/?utm_source=openai))

features

Dock offers a free trial for new users. For detailed pricing information, you can visit their website or contact their sales team directly. ([dock.us](https://www.dock.us/?utm_source=openai))

Dock - Customer Onboarding Use Case

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Dock