A PipelineDeals Customer Success team manager works directly with your team to develop a tailored plan suited to your business goals. Our process is proven to provide faster onboarding and improved adoption.
It's a big project switching to a different CRM. Onboarding Services figured it out, as opposed to me learning it all first and then making a decision.
Suzanne Croisdale, PremCom
The initial training gave me the tools to start building our pipeline right away. I would recommend Onboarding Services to anyone wanting to use PipelineDeals for their business!
Erin Anderson, Greg Anderson Painting
We introduced eight new types of software to our company thanks to our growth. The best service experience has been with PipelineDeals.
Tammy Bertrand, WLS Companies
Each onboarding is unique. We work with each individual client to understand their needs. Packages can range in price. Contact a sales team member for pricing. Quotes are only based on an implementation approach that best matches a company's requirements.
Based on years of experience, our Customer Success team has a 100 percent success rate in improving time to launch rate. The personalized assistance from professional CRM experts has lead to a streamlined sales process and a smooth CRM adoption experience.
Our comprehensive onboarding services ensure a successful roll-out. It's our goal to meet every client's time-to-launch expectations. First, our team maps out your company's goals and CRM needs. During the initial kick off call, a plan is set in place for timely execution of tailored services. Data import, onboarding, and admin and team training follow. Check-ins are also part of the implementation process. VIP services are available upon request.
Onboarding time varies per implementation. Many factors, from a sales team's prior CRM experience to scheduling, come into play to determine the amount of time needed. Some clients have experienced full onboarding within two weeks. Average onboarding for a SMB typically falls within a month timeframe.
Through our onboarding services we help you manage your sales process to optimize your business. That can involve data import services, admin training, team training and personal follow up. Every business is different...
It is our team's goal to ensure PipelineDeals is running the way you need it to. We want to ensure your team has all of the training necessary to thrive. We can plan and schedule more sessions as necessary.
The PipelineDeals Customer Success team has years of CRM training and onboarding experience - across a breadth of industries - to offer onboarding packages that make the best use of your time and budget.