SharpSpring Onboarding

Get set up in your new Marketing Automation Platform

All of our clients have unique needs, pain points and objectives. We tailor our onboarding and services to meeting your exact requirements through a consultative process.

Onboarding helps you get set up in the system as quickly as possible, provide you with basic training, migrate your content and data from other systems, integrate critical external systems and everything else you’ll need to get up and running with your new Marketing Automation platform.

Our Onboarding includes Training, Data & Content Migration, System Setup, Technical Configuration and some Additional Items based on your needs.

Training

Our training will provide you with a basic introduction to the system, a high level overview of the features and and introduction to the essentials that matter most to you. After onboarding, we’ll continue to work with you to improve your processes, implement enhancements, help you understand more advanced features and get the most out of the platform.

Training usually includes:

CRM

We’ll start by finding the most effective way for you to work with your contacts, then show you how to:

Manage your contacts
Set criteria for qualifying leads
Import lists
Create tasks/reminders
Take notes and log client interactions
Organize fields, tags & other information

Email Marketing

We’ll show you how to:

Use the email editor
Create rules-based lists
Create manual and automated Drip Campaigns
Implement email marketing best practices.

General Marketing

We’ll show you how to:

Use Campaigns to track where leads are coming from, so you can track end-to-end value created from your marketing efforts.
Use social features
Schedule posts to Facebook, LinkedIn, Twitter and Instagram
Create dashboards to see what people are saying about your brand, filtering social conversations by #hashtag, keyword and more!
How to create workflows to manage your inbound funnels

Sales

We’ll work with the Sales Manager to:

Understand your sales process and determine a way of working for the team
Understand your ideal reporting metrics
Set up the Pipeline(s) with Deal/Opportunity fields
Identify opportunities for automation

We’ll train your Sales team to:

Use the CRM within the agreed upon process
Create and manage Opportunities in the Pipeline
Use Tasks to ensure that no leads fall through the cracks
Take notes and log calls to give you a rich history of lead interactions with your business

Data & Content Migration

Getting set up in a new system can be challenging and painful – let us do the heavy lifting for you. We’ll move the most important information and assets into your new system. This includes:

Contact Transfer

We take all of your existing contact information from your spreadsheets or other systems and set them up in your new CRM, adding and configuring custom fields (text, dropdowns, checkboxes etc.) to store all of your contact information.

Content Migration:

Moving to a new marketing system can be extremely challenging – we take on the legwork by creating or recreating your existing media assets for you. This includes:

Email templates
Website forms
Downloadable Media
Drip Campaigns

System Setup

Email Templates

We’ll create an editable email template based on your specifications or an existing template. You may be as general or as specific as you’d like – at the simpler end we can even use your website’s appearance and content as the baseline to create templates with almost no input from you.

From the template, we’ll create your basic essential emails you’ll need – auto-responses to forms and so on.

Lead Scoring

Decide and configure how to score your leads – which criteria and metrics do you value in your prospects

Website Integration

We will integrate your website forms so that all new leads enter your CRM automatically, and their current and past page views will be tracked on their Timeline.

Campaign Tracking

We’ll help you set up campaigns to track your existing paid and organic sources of leads, so you’ll be able to identify how much revenue each one generates.

Reporting & Metrics

We help you identify key metrics for your Marketing, Sales & Executive team and create a reporting structure that works for you.

Technical Configuration

Tracking Code

Tracking website visitor behaviors is a key feature of any marketing automation system. When we set up the tracking code on your website, the system will automatically start tracking your web visitors and linking anonymous web visitors to actual contacts in your CRM, where you’ll see their actions on the Timeline and in the Activity Feed. We can also use that information in intelligent ways to start email campaigns, categorize visitor’s interests, alert someone on your Sales team and more!

Email Authentication

Before you can hit Send on your first email from another platform, your emails will first need to be authenticated so that your recipients will know that your emails are genuinely being sent by you. Setting up email authentication tells your recipients that our platform is authorized to send emails on your behalf and that the sender can be trusted. This ensures that your emails reach more inboxes and are received without any scary warning messages to your clients.

Additional Scope

You may have additional things that are important for you – your onboarding time can be used flexibly to do everything necessary to get you up and running, whatever that means to you. This might include things like:

Extra training sessions with your Sales teams
Scheduling regular reports
Creating a ChatBot for your website
Creating meeting booking pages
Creating profiles for your existing personas
Custom integrations with external platforms (using an integration platform like Zapier – direct API integrations are not included in onboarding and require additional scoping)