Here are a handful of companies who have scaled their business by leveraging the power of the onBoard platform.

We're not just here to help you run a successful sales campaign. We're here to help you succeed for years and years to come.

Step 1:

Get organized


Integrate your preferences

To start, we'll integrate with your preferred payment processor and CRM, review your data requirements, and determine where to send the information (SFTP, email, ShareFile Site, CRM).

Set up your form

Next, we will set up your form logic and review the various campaign settings, integrations, and flows.

Upload your marketing collaterals

Finally, we'll upload your marketing collaterals for easy access, set up your organizational hierarchy, and make sure your tech (i.e. user dashboard, iPads if required) is ready for action.

Step 2:

Connect with customers


Hit the road with our app or hop on the phone using our call centre software

Don't be shy to celebrate, connect, and show!

You can personalize the  customer journey with:

  • Custom welcome emails and SMS messages

  • Campaign videos

  • Shoutout on social media: our app has a built-in camera so you can snap a picture on the spot!

Step 3:

Track your success


Make sure your campaign is running smoothly and gather insights for future efforts:

watch sales roll in and monitor representatives' individual progress in real time. Customize your dashboard to display KPIs that are relevant to your goals so you can understand what works, what doesn't, and how to optimize.

Step 4:

Analyze your findings


There's something to learn from every campaign.

OnBoard collects rich data and analytics every step of the way so you can measure customer activity over time, understand your conversion rates, and identify star representatives using leaderboards. Which demographic is most likely to make a purchase? Which rep has the best sales pitch? We’ve got the answers right here.

Ready to dive in?

Book a free demo today.

Facilitating life-changing campaigns across the globe since 2009. We operate in 5 different countries and are available in 3 languages.