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Onboarding Services

Rapid, Fixed-Cost Services to Get Your Team On Power-CRM 

Several onboarding packages allowing you to select the one that best fits your project. 

GetONBoard services are rapid, fixed-cost implementation services

Get up-and-running in as little as 2-weeks

 

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

$1595

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

$2995

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

$6995

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

Let's talk

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

$1295

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

$1995

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

$2495

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)

Ready to talk to an onboarding specialist?

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