Plug and Play
For more information on Plug and Play, submit your email below
Follow Us
10 Street Name, City Name
Country, Zip Code
555-555-5555
myemail@mailservice.com
Delivery - Day 3
Actions
- Data Import process review
- App selector overview
- "How To" guides created
- Targetted dashboards created
- Email queue set up for automated emails
- Automated alerts for new Leads and Won Opportunities
Feedback
- Users much more comfortable with records and process
- Outlook app adoption not great due to speed and interface
- Email & Appointment tracking liked
- Automated notifcations will save a lot of time and improve efficiency
- Dashboards to be used in monthly board meeting for interactive analysis
User Process
- Record searching adopted very well
- Activity tracking & management positive
- Custom views helpful for customer prioritisation
- Training guides frequently used to reinforce training
- End of quarter top up training session requested
- Super user escalation process established
Outputs
- Overall - platform adoption very good
- Pros
- Searching
- One source of truth
- Activity tracking
- Dashboards
- Automated alerts
- SU Team set up
- Cons
- Outlook App
- App selector
- User confidence
- Interface (some people just dont like Microsoft!)
- 1 & 3 Month review booked
- 7 day go live support requested
Ready to discuss your Digital Transformation
Llansamlet,
Swansea,
United Kingdom
07490505455
Info@ClearAim.co.uk
