Onboarding plans (configuration & training )

Description

CRM software  needs to be configured or set up  to the way you do business  for  example –   customer service side  ( set up users ,  routing of  phone ,  chat , email  from  customers ; integrate  your   social media  platforms , set up  canned  responses ,  ticket  templates  etc. )    On  marketing side   (connect  CRM  to  your  website,  set up  web forms   to    capture  customer  information and  save in  CRM  contact  database ;  also  setting  up  marketing  campaigns .  Finally on the  sales  side  we would need to  set up your sales pipeline  stages for  instance.

In  short  set you up  to  operate  how  you work .

Onboarding  plans include :

1. Configuration  ( Set up  )
2. Online  training  of users  – Self train  using videos ,  Online live instruction   or  a  combination .

We  can  provide the service and support to get you operational and have  generally  created   4 standard  onboarding  plans ranging from  3 weeks  to   8 weeks .