Onboarding Process

90% of CRM success hinges on training and implementation. We partner with you to make sure you're successful.

Step 1- Kickoff Call

The purpose of this call is to align the executive, champion and administrative users at your company to plan a timeline for successful onboarding. Typical onboarding process is 2 weeks or less to go live.

Step 2 - Setup Call

The purpose of this call is set up users, goals and other data that you want to track at your company. Typically, champion and administrative users at your company attend this call.

Step 3 - Go live

The purpose of this call is to roll out and train the other users at your company.

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