CustomerTRAX believes that great relationships begin at the beginning and extend throughout the lifecycle of a client’s success. We are dedicated to providing upfront consultation analysis and continued monitoring and support through implementation and quarterly/ semi-annual check in points throughout the course of your relationship with us.
Implementation Meeting/Training
Each new implementation of CustomerTRAX requires an onsite meeting prior to user training. This meeting is designed to discuss goals and set objectives as well as outline the training. CustomerTRAX can be used in several different ways and each client has variations on their processes and procedures. This meeting will identify those differences and layout a game plan for training based on the individual client’s goals.
On-Site Training
One of the great perks of choosing CustomerTRAX is that we offer onsite and online training to meet all your needs. Training typically takes place after a CustomerTRAX consultant has worked with you on the design, sales process and workflow elements and therefore the classes we offer are uniquely customized to your special requirements, and centered on topics specific to your industry and challenges.
We will customize a training program at your site to teach your users how and why to use CustomerTRAX. Training designed specifically for your industry and business objectives greatly improves the rate of user acceptance with new software and procedures. Greater acceptance ensures greater ROI (return on your investment) and increases productivity with your sales force.
To provide ongoing CustomerTRAX training, we work with proven Sales and Sales Management trainers -- experts in their fields. These training programs are specifically designed to increase the efficiency and use of CustomerTRAX while ensuring a focus on selling more products.
Online Training
We offer great flexibility to our clients through online training. If desired, all training can be completed online with the exception of the implementation meeting. Online training is also a very cost effective solution for follow-up training requirements. Many of our clients find it beneficial to schedule quarterly online meetings to discuss their status and next steps.