Onboarding Services​

Each onboarding is unique. We work with each individual client to understand their needs. Packages can range in price. Contact a sales team member for pricing. Quotes are only based on an implementation approach that best matches a company’s requirements.

Based on years of experience, our Customer Success team has a 100 percent success rate in improving time to launch rate. The personalized assistance from professional CRM experts has lead to a streamlined sales process and a smooth CRM adoption experience.

Our comprehensive onboarding services ensure a successful roll-out. It’s our goal to meet every client’s time-to-launch expectations. First, our team maps out your company’s goals and CRM needs. During the initial kick off call, a plan is set in place for timely execution of tailored services. Data import, onboarding, and admin and team training follow. Check-ins are also part of the implementation process. VIP services are available upon request.

Onboarding time varies per implementation. Many factors, from a sales team’s prior CRM experience to scheduling, come into play to determine the amount of time needed. Some clients have experienced full onboarding within two weeks. Average onboarding for a SMB typically falls within a month timeframe.

Through our onboarding services we help you manage your sales process to optimize your business. That can involve data import services, admin training, team training and personal follow up. Every business is different…

The Pipeline CRM Customer Success team has years of CRM training and onboarding experience – across a breadth of industries – to offer onboarding packages that make the best use of your time and budget.