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How long does it take to onboard?

over 2 years ago

The onboarding process takes 60 days. During this period, you’ll work closely with your dedicated Onboarding Specialist who will walk you through setting up the platform, train you on how to use it, and help you begin pre-selling it to your prospects. The onboarding phase consists of a number of training sessions, including the following:

- Kick-off & configuration

- Product training & implementation

- CRM migration

- 3rd party integrations

- Sales tools & resources

- Joint sales demos