Overview
Show emails, meetings, and notes from CRM alongside tickets and onboarding tasks.
Problem
New customers repeat context because post‑sale teams cannot see pre‑sale interactions.
Solution
Chronicle pulls CRM activities and calendars into the account timeline so onboarding starts informed.
How it works
Connect Salesforce/HubSpot and calendars. Chronicle stitches the account timeline so onboarding sees decisions, promised timelines, and stakeholders.
Who is this for
Customer Success
Implementation
Support Lead
Expected outcomes
- Smoother onboarding with fewer surprises
- Higher early‑life NPS
Key metrics
Onboarding time to value
Baseline
21 days
Target
10 days
Early‑life NPS
Baseline
34 score
Target
50 score
Gallery
Downloads & templates
Case studies
DevTools speeds onboarding by 52%
Pre‑sale context reduced cycle time and escalations.
Developer Tools SMB APAC
Security impact
- CRM emails/notes metadata and excerpts · PII: yes (business contact)
Compliance
- GDPR (processor responsibilities)
- SOC2 (change/access)
Availability & next steps
Pro
Business
Enterprise