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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
1,1MB
Diagram 01.png
1,2MB
Diagram 03.png
2,3MB
Diagram 02.png
Document upload
Zoom recording
A
Text input
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.
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.
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.
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.