We offer several onboarding packages allowing you to select the one that best fits your project.
GetONBoard services are rapid, fixed-cost implementation services for the Sales, Marketing, and Customer Support areas of Power-CRM. Choose from Basic, a DIY model to Managed – full implementation services included from initial kickoff/configuration through training and go-live.
For projects that require complex configuration, customization, and data integrations choose our Custom model.
Onboarding Services for Basic and Sales Applications
Basic
Best when only purchasing Power-CRM Core licenses or to get started with the basic/fundamental areas of Power-CRM.
Customer Success Manager
Installation & basic configuration services
2-two hour onboarding sessions over 2-weeks to go through initial setup and configuration
Data import services included (Accounts & Contacts)
Weekly end-user training webinars
Full Access to our onboarding training & documentation
Weekly Onboarding webinars
Choose Basic or Premier Support
Best for projects with basic configuration needs
Assisted
Per Power-CRM App (Sales/Customer Service, Project Management)
Customer Success Manager
8 hours of Professional Services for configuration and customization
Data import services included (Accounts & Contacts)
Weekly end-user training webinars
Full Access to our onboarding training & documentation
Weekly Onboarding webinars
Choose Basic or Premier Support
Best for projects with basic configuration needs
Managed
Per Power-CRM App (Sales/Customer Service, Project Management)
Dedicated Customer Success Manager
16 hours of Professional Services for configuration and customization
Data import services included (Accounts & Contacts)
Instructor-led training specific to your configuration of Power-CRM
Full Access to our onboarding training & documentation
Weekly Onboarding webinars
Choose Basic or Premier Support
Best when full managed onboarding services are needed or customization is required
Custom
Dedicated Senior Project Manager
Professional Services specific to your requirements
Requirements Analysis, Design, and Planning Services
Instructor-led training
Custom training materials
Full Access to our onboarding training & documentation
Weekly Onboarding webinars is recommended
Premier Support is recommended
Best for projects with more complex custom configuration or customization requirements
Onboarding Services for the Marketing Automation Application
Basic
Onboarding services for the Basic level Marketing Automation application
Installation and configuration of the Power-CRM Marketing Automation Pro application in your Office 365 (now Microsoft 365) tenant
Configuration of base system settings
4 Hours of training (can be split into two 2-hour sessions)
Pro
Onboarding services for the Pro level Marketing Automation application
Installation and configuration of the Power-CRM Marketing Automation Pro application in your Office 365 (now Microsoft 365) tenant
Configuration of base system settings
6 hours of end-user training (can be split into two 3-hour sessions)
Premium
Onboarding services for the Premium level Marketing Automation application
Installation and configuration of the Power-CRM Marketing Automation Pro application
Configuration of base system settings
8 hours of end-user training (can be split into two 4-hour sessions)
