Illustration of woman and data visual elements

Get hands-on guidance from our experts

Our experienced client services team can help your organization get the most out of Map My Customers (and your tech stack as a whole)



Data Services

We know tech adoption is a challenge for sales teams

Statistics are sourced from surveys conducted by CSO Insights and Really Simple Systems

  • 1

    Introduction and Evaluation

    We’ll start by determining the best program for you based on your team’s needs, CRM sophistication and budget

  • 2

    Proposal and Adjustment Period

    Then, we’ll create a proposal, timeline and mutual action plan to meet your goals for adoption and efficiency

  • 3

    Account Setup

    Once we get your data we’ll set up your account through data import or an integration of your choice

  • 4

    Training Period

    We’ll schedule sessions for both reps and managers to learn app functionality and best practices for success

  • 5

    Conclusion and Evaluation

    After completion of the program, your team will hit the ground running and we'll help you set long term goals


Organizations that complete our onboarding program see adoption rates at or above 90%

Each onboarding program follows a timeline based on mutual action and collaboration between our team and yours — meaning you’ll be set up for longterm success

Route Vector

Which package is right for you?

Choose between our structured plan or a more tailored, white-glove onboarding experience

For those with CRM experience

Basic Package

Our experts will evaluate your sales process and design an onboarding plan to get you up and running

Includes 10-15 hours of remote training and setup across a 45-day onboarding period

Set up & import assistance

Basic rep and manager training

Resources for your CRM admin

For those wanting hands-on help

Premium Package

Get everything in our Basic Package, plus significantly more one-on-one guidance with a CRM Specialist

Includes 18+ hours of remote training and setup across a 90-day onboarding period

Data cleaning assistance

Long term goal setting

On-call technical assistance

Build your own custom consulting experience

We go beyond onboarding services — try out personalized consulting for help beyond the initial ramp time

RTF Illustration

Augment your team’s
Map My Customers Experience

Whether you’re looking for extra manpower or to build a custom program — we can help. Purchase hands-on assistance, feature training and data cleaning services (or anything else we can help you with) by the hour

What can we do with Flex Hours?

Team Training

Enable your reps by scheduling curated training hours to explain features and walk through best practices

Illustration of team working together

Manager Training

Equip your leaders with the tools and strategies to manage a team using Map My Customers

Illustration of manager in suit

Data Cleaning

Bring efficiency to your team with standardized, accurate and duplicate-free data

Illustration of man sweeping data

Custom Reporting

Understand and measure ROI and adoption — we can pull, process, and explain your analytics

Illustration of woman presenting reports
RTF Illustration

Invite our client services team to train your team face-to-face

We know salespeople learn best in human environments. Bring MMC to your next regional or national meeting to accelerate adoption and get them excited to increase their efficiency

COVID-19 Disclaimer: On-Site training may not be available in your area, and any face-to-face events will require masks, social distancing restrictions and compliance with state and local regulation