Digital Sales Room for Customer Onboarding

Say goodbye to never-ending email threads

Share trackable action plans, interactive demos, educational content, best practices and more, all in one centralised space.

View all features

Centralise and streamline everything into one collaborative space.

Sales to CS handover

Get Customer Success up to speed with a 360° overview of the deal

Ensure a smooth journey for buyers from closing to onboarding with one link.

A unified record of agreed terms during the sales process.

Give Customer Success the data to track who’s been involved in the deal via stakeholder mapping.

Onboarding progress insights

See engagement across the teams you are training

Track what elements of your training have been viewed

Low engagement data can predict churn and enable you to take action

Monitor onboarding to reduce churn during the handover from sales to customer success.

Everything in one place

Build a rich, personalised hub for customers to rely on, and go back to

Create task lists and plans - track progress during onboarding

Bring onboarding to life with interactive demos and video content

Share visual progress bars and key milestones to keep everyone on track

See one of our trumpet Pods

Take a look at a Pod we put together to onboard the team at Octopus Energy. It includes a mutual action plan, personalisation and resources that they need to onboard successfully. The best bit? A Pod likes this can take just a few minutes to produce.

See Pod

Let’s face it, people are overwhelmed by the buying experience...

Find out why buyer enablement is the answer.

Our users see instant ROI

“Our customers love trumpet. Being able to onboard larger teams onto our product in one centralised space is a total game-changer. We are onboarding way quicker and churn has decreased too. Our clients love using it as much as we do”

Sarah

Mid-Market Customer Success Manager

“Trumpet gives me a central place to manage my relationship with clients. This used to be split across email threads, excel trackers, google drives, etc.. It is so much easier having this in one place that can then easily prove the value delivered to clients when renewal time comes.”

Lily

Mid-Market Customer Success Manager

“Trumpet has helped us create a consistent and repeatable process across our team in the handover from Sales to CS. Having a central space is also great for new employees at our customers who can get up to speed quickly. The UX is incredibly easy to use and very intuitive.”

Cameron

SMB Revenue Manager

“We've had some remarkable successes using trumpet as part of our post-demo deal flow and onboarding. And the best thing is, our customers love it and all have remarked on it!”

Mike

SMB Founder

Get started with trumpet for free!

No credit card required.

Book a demo

Digital sales rooms + customer collaboration + revenue intelligence = More revenue, quicker

Patrick C.

Head of Demand Generation Small-Business (50 or fewer emp.)

What do you like best about trumpet? Love how you can easily put together a slick-looking webpage to collaborate with prospects. Instead of emailing back and forth and wasting a prospect's time, we put all of the relevant information in one single shared space.

Lily S.

Customer Success Manager Mid-Market (51-1000 emp.)

What do you like best about trumpet? My two favourite features of trumpet are the mutual action plan and the video recording widget. I use the first for managing my onboardings, and any outstanding project tasks with clients. And the video widget is a powerful way to share client updates, or any quick micro-demos...

Cory L.

Head of Demand Generation Small-Business (50 or fewer emp.)

What do you like best about trumpet? - It's great to support prospects in building their business case, rather than a messy google doc. Provides a great visual with flexibility to include lots of content - It's an innovative way to engage and collaborate with prospects - It's helpful to understand the engagement you're getting from

Simon B.

Head of Demand Generation Small-Business (50 or fewer emp.)

What do you like best about trumpet? Recently started using but super easy to use. So far just using for prospecting purposes (as a way to show true personalisation on a 1 to 1 basis, not at scale) Lucky enough to have our sales leaders create templates for us to start quicker so we can spin up a

Patrick C.

Head of Demand Generation Small-Business (50 or fewer emp.)

Lily S.

Customer Success Manager Mid-Market (51-1000 emp.)

Cory L.

Head of Demand Generation Small-Business (50 or fewer emp.)

Simon B.

Head of Demand Generation Small-Business (50 or fewer emp.)

Customer onboarding guides

Essential templates for effective customer onboarding

Rory Sadler

•

December 11, 2024

Essential templates for effective customer onboarding

Securing a new customer is only the first step. Tick off the items on our customer onboarding checklist to ensure you develop an excellent customer relationship.

Jiminny case study | trumpet

We're catching up with Giuliana Kiabi, the Head of Enterprise Customer Success at Jiminny.

Top sales automation software to boost your productivity in 2025

Streamline your onboarding with our strategies and automated processes.

Guides