Our onboarding is designed to ensure that you receive the maximum benefit from your tools. We provide your team with foundational best practices, customized guidance, and tips that will ensure continued success.
We will seamlessly migrate you from your initial Sales Rep to our Account Management and Customer Success Teams. During this phase of your training, we review the implementation process, establish expectations, and verify your requirements.
Whether you are new to a product or rediscovering it, start with this call to guarantee that you have the building blocks for success. We will educate you and your team on the basics of your product including data collection, report generation, or Appliance configuration.
This stage is all about getting you up and running. We ensure that you have a grasp of the fundamentals, walk you through advanced features, and offer personalized guidance for your unique challenges.
At this point, you will have a thorough understanding of your tools. However, our Customer Success Specialists will provide continued consultation on specific deployments, product integrations, and best practices.
In order to verify that all deliverables have been met, we encourage all customers to sign-off upon completion of onboarding. We gather feedback for internal process improvement, and also schedule a 60-day health check to ensure continued success.