Bring your goals, and leave with the action-plan

"An ounce of planning is worth a pound of doing." - African Proverb

Goal of the onboarding session is to create a CRM implementation map.

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Vtiger Onboarding specialist will design an onboarding plan based on

  • Your goals with Vtiger
  • User personas and their challenges
  • Current tools and how they integrate with Vtiger

After receiving the above details, your onboarding specialist will suggest the features you can leverage to address your needs. You will also get guidance on best practices. Your onboarding specialist will provide you with an action plan of the things that you need to complete to maximize the value of CRM for your business.

Sample plan

  • Delivery Period: within 6 weeks from purchase
  • Delivery Method: Remote. Your onboarding specialist will meet with you online.

What is not included

  • Onboarding does not include implementation: The purpose of the onboarding is to provide guidance on all the capabilities that you can leverage to achieve your goals. Vtiger offers self-help resources in the form of Courses, Videos, Articles, FAQs to help you do the tasks. If you do not have time to do the implementation, you can avail our implementation services or enlist help of our solution partners.
  • Training: Vtiger Academy includes courses tailored for different user personas (ex: Sales Rep Onboarding Course; Sales Manager Onboarding Course; Help Desk Agent Onboarding). Your team members can benefit from these free courses to get quickly acquainted with its capabilities.

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