CRM OnboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team.

There are many issues to take into accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. when choosing a CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges.. But chief among these considerations should be onboarding—that is, how easy is it to implement, train your users on, and administrate your new CRM solution?

There are several reasons to pay attention to onboarding:

  • The longer it takes to integrate and bring the system online, the longer will it will take before your CRM solution begins showing a return on investment.
  • The same is true for the length of time it takes to train your users. This is especially significant if a CRM application is complex and has a long training runway. The most important CRM users are your sales reps. How long can your company afford sales rep downtime while they’re training on CRM, even part time? Another factor is that salespeople are slowed down in sales velocity as they’re having to train, while they’re forced to work back and forth between existing solutions and the new CRM solution.
  • Administration can reap serious cost when it comes to implementing a new CRM solution. With traditional CRM applications, there is training needed for CRM administrators. Then once the solution is up and running, it can take one and sometimes more full-time administrators for CRM.

This White Paper addresses the various factors of CRM onboarding in detail—and illustrates with real-world numbers how Pipeliner CRM addresses these issues for a fraction of the cost of its competitors.

Hard Numbers

For this white paper, we actually surveyed our customers and got real-world numbers on onboarding Pipeliner CRM. We then compared these figures with known dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. about onboarding our chief CRM competitors.

Direct comparisons were made in the areas of:

  • How complicated it was to get the CRM application up and running
  • Length of time of the onboarding process
  • Difficulty of implementation and rollout
  • Ease of data migration
  • And more
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Additional Resources

ebook cover the pipeliner mission win together

This ebook is on the subject of “Win Together.” It falls under the same context as“win-to-win” described in my book Network Selling: Guarantee Success for the Digital Age. Today, this aspect of sales is more important than ever, and must also be part and parcel of CRM solutions.

“For some years I’ve been saying that, as a society, we’re in the midst of a transformation. Given what’s happened in the last couple of years, there’s no one left who is disagreeing with me! It’s become very obvious.”

Nikolaus Kimla CEO of Pipeliner CRMNikolaus Kimla, CEO at Pipelinersales, Inc.

A common term in sales today is EQ, which stands for “emotional I.Q.” It means the skill a salesperson has in reading emotions and utilizing them in sales. It means empathy and a number of other abilities. The short version is, it’s an I.Q. when it comes to emotions. But just as with our Network Selling model, E.Q. isn’t just for sales, either. It’s actually the missing factor in human interactions, for confrontation—a common “tool” in human interactions—doesn’t actually handle anything.

“You can have everything in life you want if you will just help enough other people get what they want.”

Zig Ziglar