Chat with us, powered by LiveChat

Onboarding Services

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

Basic

$995

With a little time and technical ability you can get up and running quickly

Full Access to our onboarding training & documentation

Weekly Onboarding webinars covering initial setup

Basic Support

Best fit for 1-5 users without complex configuration needs 

Assisted

$2995

Customer Success Manager

4-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

Managed

$6995

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

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, data integrations choose our Custom model.

On-Demand Training & Documentation

Our team has been doing this a while… over 18 years. We have collectively trained hundreds of companies and thousands of users on CRM. Our training is unparalleled in the industry. 

All licensed Power-CRM users have access to our eLearning Hub where they will find on-demand versions of system documentation and Power-CRM training. 

Talk to an Expert

Use our online scheduling tool to schedule your no-cost call to talk about onboarding Power-CRM for your business!

Use our online scheduling tool to schedule your no-cost call to talk about onboarding Power-CRM for your business!

CRM Software Microsoft

BEFORE YOU GO

Why not join our email list?