Onboarding Services for Power-CRM
Select the GetONBoard package that best fits your project
Basic
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
Best fit for 1-5 users without complex configuration needs
Assisted
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
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
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!
