Onboarding new users with the resources and training services provided by our team will help you accelerate the software adoption process and improve user activity. Find out more about onboarding and why it's essential for successful software adoption, or read on to learn how you can successfully onboard your new CRM users.

How do I onboard new CRM users?

How do I invite new users to the CRM?

There are a number of resources available to new users but, before utilising our training services, they need to be added and welcomed to the CRM.

Set up new users within the User Settings and modify the user's permissions based on their responsibilities. Find out how you can invite new users by visiting this article on Adding Users & Setting Permissions.

The Welcome page introduces new users to key features available in the CRM, such as RFM Analysis and Magic Matrix, and offers some fundamental resources that cover the system basics.

To find the Welcome page, navigate to 'Discover More' under the 'Settings' drop-down.

As well as within the system itself, you can find a variety of help resources and training programmes online to help onboard new users.

The Prospect Academy is a free, online resource to assist you at any stage in the onboarding process. Featuring step-by-step guides and videos, the CRM Academy helps your users understand the basics, then shows them how to leverage the more complex features available.

The Prospect Academy is a comprehensive resource that allows new users to progress from beginner to advanced as their understanding of the system improves - so it's a great starting point to familiarise new users with the software.

Help Docs take some of the most frequently asked questions and provide step-by-step help, written by CRM experts. This resource can be used by new users to explore a specific feature or system setting in detail, and is a platform to search for common queries that might arise during the onboarding process.

To ensure our customers get the maximum value from the CRM, every customer has a Customer Success Plan. Our Standard Customer Success Plan includes self-service video tutorials, Customer Success Check-ins, and dedicated live support.

Additional services are available from our Service Catalogue to help you get up and running. We'd recommend discussing this with a member of our team.