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 Sales, Customer Service & Project Management Applications
Assisted
Pricing is per main application/module – Sales
CustomerService
Project Management
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
Pricing is per application/module -Sales
CustomerService
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
Base Configuration
2-Hour Training Session
Pro
Onboarding services for the Pro level Marketing Automation application
Installation
Base Configuration
2-Hour Training Session
1 Additional Hour for Additional Training or One-on-One Assistance
Premium
Onboarding services for the Premium level Marketing Automation application
Installation
Base Configuration
2-Hour Training Session
2 Additional Hours for Additional Training or One-on-One Assistance
