Onboarding Managed

Change can be hard, but we’re here to make it easier. Our team ensures your staff feels comfortable, confident, and ready to succeed with SalesChain.

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Together, we’ll configure a system that fits your team’s needs.

We take care of the setup so you can focus on your goals. We keep you informed with structured, goal-focused meetings at every stage. From kickoff to data validation to go-live training, we ensure your team feels confident and supported.

Key Benefits:

You’ll feel confident from the start
You’ll always know what’s next
We’re in this together

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You’ll be paired with a dedicated project manager to lead the entire process. From meeting coordination to training and handing you off to support, they’ll be your go-to from day one.

You’ll have one go-to person throughout onboarding
We keep things organized and on track
There’s always someone who knows your story

Phase I: CRM and Leasing Setup

We’ll use your data from e-Automate, your leasing companies, and your current CRM to build your company database and configure key tools.

Advance Lease Expiration Notifications
e-Automate Customer Data
Competitive equipment tracking

Next, we configure powerful tools like quoting, commissions, credit desk automation, delivery workflows, and key integrations with platforms like ConnectWise.

2-Way HubSpot Integration
2-Way Evolved Office Integration
ZoomInfo, EDA Data, and InfoUSA Import Tools
Built-In Email Marketing

Comprehensive training is critical for user adoption. In just a few quick sessions, you can get your team operating expertly in the SalesChain system. You can also listen and follow along with an online course or schedule an appointment to have one of our expert instructors visit your business.

CRM “New User” Training
CPQ “Deal Pricing” Training
Q2C “Admin” Training
Q&A Follow Up Training

”Right away, the support team was there to show us how to organize everything. When we onboarded, we set a goal to improve our organization when it came to paperwork. No dealing with automated answering systems, we can always talk to a person and get a clear answer.
Donn O. ClarkeFormer Director of Sales, New England Copier Specialists

Turn scattered resources into collaborative data.

We collect data from all of your disparate databases, including CRM, ERP, and Lease Portfolio information, and integrate it into our system. By referencing the US Postal Service and InfoUSA, we can create one cohesive dataset for salespeople, managers, and back-office staff.