Switching Simplified: How Our Team Makes Your Transition Effortless

June 11, 2024


Many potential clients worry about the complexity and time involved in switching to new software. At Audience, we understand these concerns and are committed to making your transition as seamless and stress-free as possible.

Implementation Overview

Our implementation process consists of three phases: 

  1. Account Setup 
  2. Admin Training
  3. Sales Training 

Each phase is designed to ensure a smooth transition to our software. Let's dive into what each of these steps includes. 

Account Setup

  • User Admins Setup: We help set up user admin accounts, ensuring the right people have access.
  • Integration Setup: Our team handles the integration process to ensure seamless operation with your existing systems. We offer SSO/SAML integrations for simple enterprise logins and permission management.
  • Data Import: We assist in importing your data accurately into the new system.
  • Account Default Settings: We configure default settings to match your preferences, saving you time.

Admin Training

  • Intro/Kick-off Call: We start with a call to understand your objectives and tailor training to your needs.
  • 3-Month Training Schedule: We provide structured training over three months.
  • Ongoing Check-in Calls: We schedule regular calls to address questions or concerns.
  • Support During First Campaign Build: We provide support as you build your first campaign.

Sales Training

  • Initial and Ongoing Training Programs: We offer comprehensive training programs.
  • Audience Ideas Newsletter: Our newsletter provides insights and tips.
  • Examples Studio and Webinars: We offer resources to support your team's learning.

Additional Support 

Pre-Onboarding Preparations

Adding Contract Details to Hubspot & ChurnZero: We assist in adding contract details for a smooth start.

Personalized Kick-off Call

Understanding client objectives is our priority; we use this initial call to tailor our approach. By establishing key points of contact, we ensure effective communication throughout the process. We then plan a customized implementation that aligns perfectly with your goals.

Ongoing Support and Adjustments

We schedule regular status updates and check-ins to ensure your implementation is on track. Additionally, we offer flexibility in modifying plans based on your feedback.

Let’s Work Together!

We are dedicated to providing you with the support you need to make your transition as easy as possible. Contact us today to learn more about how we can make your transition fast and easy.

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June 11, 2024