The TLS Onboarding Approach to Lead Gen & CRM

At TLS, we believe that a comprehensive onboarding process is critical to your company’s success with Lead Gen & CRM. We don’t rush you through the process. We thoroughly explain each aspect that will help grow your business and speed up and fine tune your processes.

The full buy-in of your team is essential, and we help you see progress from the very first day.

Understanding the power and functionality of your CRM, marketing and sales platform from the start is key. 

Everyone has examples of bad onboarding experiences. At TLS Digital Media, we aim to make this process as smooth, efficient and friendly as possible. We know that onboarding is crucial to a positive and successful experience with the platform. 

Because of this, we offer full onboarding support to all of our customers. Our priority is ensuring your team is fully versed in the platform, so you can reap its benefits without losing out on the multitude of tools available to you.

All of the onboarding support we offer to our customers is customised to fit your company’s specific goals. 

 

Lead Gen & CRM Onboarding Process

Lead Gen & CRM is a key tool to grow your business and learn more while you are doing it. The platform has a range of helpful instruments to help your products and services thrive.

As Lead Gen & CRM themselves state, they are the only automation platform to provide all of the marketing automation, CRM, and sales features needed to support your entire customer lifecycle.

Once you have decided to work with the Lead Gen & CRM platform, the onboarding process is comprehensive. It involves full featured training which is relevant to your needs and will leave you feeling confident in using the platform. 

You will also be assigned an Onboarding Specialist to act as a point of contact throughout the process.

 

What’s Missing?

While the above context is helpful, it’s not necessarily the best approach to Lead Gen & CRM onboarding for your business. 

Onboarding through a large company is the bane of many businesses as they find themselves being rushed through several different training sessions. Not to mention, adjusting to an entirely new software, all while keeping your company running. 

What this typically leads to is half-finished training, confusion, and frustration with the platform, despite all of its excellent tools. Worst of all, this type of experience could cause you to be inefficiently using only parts of the platform, while paying for the full services. 

Not ideal!

But, we’ll be here to help you every step of the way.

 

How to Get in Touch

Fill out this form and we’ll be in touch with you to arrange a personalised demo and to answer all of your onboarding questions.