Services
We become an extension of your team, bringing industry experience, best practices, and automation expertise that directly contribute to helping you achieve your goals. We first seek to understand how you work, your challenges, and areas you want to improve. We then offer our industry experience and automation expertise to design and implement a practical plan that ensures you get the most out of our solution and services—a plan that improves critical client communication processes that drive your business.
Onboarding and Implementation Support
Our 5 step implementation methodology helps you successfully deploy and get the most out of your solution. Our experienced team guides the project from inception to delivery and provides support in all key areas:
- Project conception and understanding
- Content set-up and review
- Tailored business rules and configurations
- Solution deployment
- Continuous feedback and adjustments
Configurations and Customizations
Our team of technical consultants works jointly with you to configure and customize our solutions and align to your specific business needs. Popular services in this area include:
- Business rule application
- Compliance rules set-up
- Homepage customizations and updates
- Technology Module selection and setup
- Integration with other systems such as Opt-Out, Warehouses, CRMs, SharePoint, etc.
User Adoption and Training
Our proven User Adoption and Training Program provide you with the tools to inform, equip and motivate team members to effectively get the most from your solutions. Our programs are tied to key business objectives and tailored based on your specific business processes. Popular activities include:
- Awareness campaign and communications
- Custom training and support materials
- Online, onsite, and train-the-trainer program
- Surveys and feedback sessions
Content Management Support
We help you set-up, manage and distribute client-facing materials effectively and efficiently. The goal is to align relevant materials to sales activities making it easy for sales members to stay in contact between meetings and quickly prepare for in-person meetings:
- Understanding and assessing available content
- Aligning with the sales process
- Content organization and taxonomy
- Content automation and distribution
- Content effectiveness tracking and metrics
Creative Services
We understand you don’t always have the time to refresh and maintain a library of relevant materials for client engagements and meetings. Our team can develop and source relevant and compelling materials that position your sales / client support teams as trusted advisors:
- Content strategy and development
- Content aggregation and development
- Content curation and sourcing
- Content branding / re-branding
