Enterprise Onboarding
Designed for new customers who want a personalized implementation experience.

Your Implementation Specialist will discuss and evaluate your current process and make recommendations based on best practices we have developed.
Onboarding with an Implementation Specialist
Access to an assigned Implementation Specialist for the first 90 days of your subscription. As an Enterprise customer you will also receive ongoing access to the following resources: a self-guided on-boarding package with best practices, Customer Success Team.
Strategic guidance on the organization of your contacts and companies, reporting structure and deal management strategy. Assistance with setting up your account and using enterprise features, including:

  • Setting Up Teams
  • Creating and Organizing Groups
  • Sharing Data and Access Rights
  • Lead Generation
  • Custom Fields
  • Custom Activity Types
  • Integrations
    A discovery session to uncover existing systems and processes in place at your organization, including scoping out a project plan to integrate your CRM system with Map My Customers.