SaaS Co

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Events

Investing 101

½ day • 3 sessions • 2 forms

Manage

Investing in Real Estate

Virtual • 1 session • 1 form

Manage

401(k) vs Savings

2 hours • 1 sessions • 2 forms

Manage

Workflows

Form import to SFDC

Daily • 2AM

Manage

/ rubie In /

/ Rubie out /

Onboard your customers 10x faster

Rubie uses AI to automatically configure your product and migrate data for your customers

Can you design the best ½ day event for non professional investors, and create 2 or 3 highly engaging sessions. Make sure confirmation emails are sent. We also need to send attendees forms with custom questions to understand their expertise and investing patterns. Create a custom workflow to import data from these forms into our CRM nightly

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2,3MB

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Onboard your customers 10x faster

Rubie uses AI to automatically configure your product and migrate data for your customers

A

Text input

Zoom recording

Document upload

SaaS Co

MAIN

Home

Events

Forms

Workflows

Integrations

Custom Objects

Help & Support

Events

Investing 101

½ day • 3 sessions • 2 forms

Manage

Investing in Real Estate

Virtual • 1 session • 1 form

Manage

401(k) vs Savings

2 hours • 1 sessions • 2 forms

Manage

Workflows

Form import to SFDC

Daily • 2AM

Manage

/ rubie In /

/ Rubie out /

Onboard your customers 10x faster

Rubie uses AI to automatically configure your product and migrate data for your customers

Can you design the best ½ day event for non professional investors, and create 2 or 3 highly engaging sessions. Make sure confirmation emails are sent. We also need to send attendees forms with custom questions to understand their expertise and investing patterns. Create a custom workflow to import data from these forms into our CRM nightly

1,1MB

Diagram 01.png

1,2MB

Diagram 03.png

2,3MB

Diagram 02.png

Document upload

Zoom recording

A

Text input

SaaS Co

MAIN

Home

Events

Forms

Workflows

Integrations

Custom Objects

Help & Support

Events

Investing 101

½ day • 3 sessions • 2 forms

Manage

Investing in Real Estate

Virtual • 1 session • 1 form

Manage

401(k) vs Savings

2 hours • 1 sessions • 2 forms

Manage

Workflows

Form import to SFDC

Daily • 2AM

Manage

/ rubie In /

/ Rubie out /

Onboard your customers 10x faster

Rubie uses AI to automatically configure your product and migrate data for your customers

Can you design the best ½ day event for non professional investors, and create 2 or 3 highly engaging sessions. Make sure confirmation emails are sent. We also need to send attendees forms with custom questions to understand their expertise and investing patterns. Create a custom workflow to import data from these forms into our CRM nightly

1,1MB

Diagram 01.png

1,2MB

Diagram 03.png

2,3MB

Diagram 02.png

Document upload

Zoom recording

A

Text input

The problem

The problem

Struggling with slow, expensive onboarding?

“We need to decrease our implementation time by 70%.”

“We need to decrease our implementation time by 70%.”

“New customers need to be onboarded in less than a day, not weeks.”

“New customers need to be onboarded in less than a day, not weeks.”

“We need to increase our Professional Services’ margin by 40%.”

“We need to increase our Professional Services’ margin by 40%.”

“Our gross retention is low because our product is too complex for our users.”

“Our gross retention is low because our product is too complex for our users.”

“Prospects’ custom instances and demo should be created within minutes.”

“Prospects’ custom instances and demo should be created within minutes.”

“We want to automate the 25% of customer requests that are config changes.”

“We want to automate the 25% of customer requests that are config changes.”

“Customers should be able to get value from our solution on day 1.”

“We need to decrease our implementation time by 70%.”

“New customers need to be onboarded in less than a day, not weeks.”

“New customers need to be onboarded in less than a day, not weeks.”

“It takes too long for customers to see value.”

The problem

Struggling with slow, expensive onboarding?

“New customers need to be onboarded in less than a day, not weeks.”

“Prospects’ custom instances and demo should be created within minutes.”

“New customers need to be onboarded in less than a day, not weeks.”

“We need to increase our Professional Services’ margin by 40%.”

“We need to decrease our implementation time by 70%.”

“Our gross retention is low because our product is too complex for our users.”

“Prospects’ custom instances and demo should be created within minutes.”

“We want to automate the 25% of customer requests that are config changes.”

“Customers should be able to get value from our solution on day 1.”

“We need to decrease our implementation time by 70%.”

“New customers need to be onboarded in less than a day, not weeks.”

“New customers need to be onboarded in less than a day, not weeks.”

“It takes too long for customers to see value.”

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Solution

Rubie configures your product

automatically

Forget guides and wizards. Give users a customized platform on day 1.

How your product works

What your users want

Rubie does the work and configures your product in real-time.

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Solution

Rubie configures your product

automatically

Forget guides and wizards. Give users a customized platform on day 1.

How your product works

What your users want

Rubie does the work and configures your product in real-time.

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Solution

Rubie configures your product

automatically

Forget guides and wizards. Give users a customized platform on day 1.

How your product works

What your users want

Rubie does the work and configures your product in real-time.

Solution

Rubie configures your product

automatically

Forget guides and wizards. Give users a customized platform on day 1.

Status

Running tasks

Creating event…

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Configuring application...

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

How your product works

What your users want

Rubie does the work and configures your product in real-time.

Solution

Rubie configures your product

automatically

Forget guides and wizards. Give users a customized platform on day 1.

Status

Running tasks

Creating event…

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Configuring application...

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

Configuring application...

Status

Running tasks

Creating event...

Adding communications…

Preparing agenda…

Creating custom forms…

Creating Workflow…

How your product works

What your users want

Rubie does the work and configures your product in real-time.

Benefits

Benefits

Improve every step of the customer journey

Convert faster, speed up activation, reduce post-sales cost, and boost retention

Uploading gong transcript...

POC complete

Uploading gong transcript...

POC complete

Increase sales and conversions

Don’t let time kill deals; Rubie turns sales and discovery calls into fully functional and customized POCs

Free up your post-sales team

Give your onboarding team the ability to focus on higher leverage tasks while Rubie handles configuration

130%

Net retention

100%

130%

Net retention

100%

130%

Net retention

100%

Activate customers faster

Spend meaningfully less time onboarding your customers and more time supporting and renewing

Benefits

Improve every step of the customer journey

Convert faster, speed up activation, reduce post-sales cost, and boost retention

Uploading gong transcript...

POC complete

Increase sales and conversions

Don’t let time kill deals; Rubie turns sales and discovery calls into fully functional and customized POCs

Free up your post-sales team

Give your onboarding team the ability to focus on higher leverage tasks while Rubie handles configuration

130%

Net retention

100%

Activate customers faster

Spend meaningfully less time onboarding your customers and more time supporting and renewing

See Rubie in action

Book a demo with our team to learn more about how Rubie can help you 10x your customer onboarding speed

See Rubie in action

Book a demo with our team to learn more about how Rubie can help you 10x your customer onboarding speed

See Rubie in action

Book a demo with our team to learn more about how Rubie can help you 10x your customer onboarding speed

See Rubie in action

Book a demo with our team to learn more about how Rubie can help you 10x your customer onboarding speed

Backed by the best

Backed by the best

Backed by the best

FAQ

How long does it take to get started with Rubie?

It usually takes between 1 and 4 weeks for our AI agents to learn how to configure your software

Does Rubie require backend engineering or integration work?

No, that's the magic of Rubie! Think of it as a layer on top of your SaaS solution. Whatever your ProServ team can do, Rubie can do.

What type of work can Rubie automate?

If you spend a lot of time pointing and clicking in your application to prepare it for users, Rubie can help.

Will Rubie work on my product?

Yes! Rubie can work with any product as long as there is a web interface.

© 2024 Rubie

All Rights Reserved

FAQ

How long does it take to get started with Rubie?

It usually takes between 1 and 4 weeks for our AI agents to learn how to configure your software

Does Rubie require backend engineering or integration work?

No, that's the magic of Rubie! Think of it as a layer on top of your SaaS solution. Whatever your ProServ team can do, Rubie can do.

What type of work can Rubie automate?

If you spend a lot of time pointing and clicking in your application to prepare it for users, Rubie can help.

Will Rubie work on my product?

Yes! Rubie can work with any product as long as there is a web interface.

© 2024 Rubie

All Rights Reserved

FAQ

How long does it take to get started with Rubie?

It usually takes between 1 and 4 weeks for our AI agents to learn how to configure your software

Does Rubie require backend engineering or integration work?

What type of work can Rubie automate?

Will Rubie work on my product?

Yes! Rubie can work with any product as long as there is a web interface.

© 2024 Rubie

All Rights Reserved

FAQ

How long does it take to get started with Rubie?

It usually takes between 1 and 4 weeks for our AI agents to learn how to configure your software

Does Rubie require backend engineering or integration work?

No, that's the magic of Rubie! Think of it as a layer on top of your SaaS solution. Whatever your ProServ team can do, Rubie can do.

What type of work can Rubie automate?

If you spend a lot of time pointing and clicking in your application to prepare it for users, Rubie can help.

Will Rubie work on my product?

Yes! Rubie can work with any product as long as there is a web interface.

© 2024 Rubie

All Rights Reserved