A Reveal Group Customer Success team manager works directly with your team to develop a tailored plan suited to your automation program goals. Our process is proven to provide faster onboarding and improved adoption.
Administration training
Team onboarding
Session recordings
30- and 60-day check-in
User roles and team set-up
Automation lifecycle stages
Custom fields
Document templates
Workflow automations
Report customization
Data mapping
Data importing
Contact a Customer Success team member for pricing.
We thought it was going to be a big project to move all of our automation program data into one platform. Onboarding Services figured it all out, as opposed to me having to learn the platform then undertake this task myself.
The training gave me the understanding and tools I needed to start building our automation pipeline right away. I would recommend Onboarding Services to anyone wanting to use RoboManager for their automation program.
We introduced more than five types of software to manage our automation program’s growth. Our best experience was with Reveal Group’s Onboarding Services team who helped us consolidate the tools we use into one platform.
Each onboarding is unique. We work with each individual customer to understand their needs. Packages can range in price. Contact a Customer Success team member for pricing. Quotes are only based on an implementation approach that best matches your requirements.
Based on years of experience, our Customer Success team has a 100 percent rate in improving time to launch. The personalized assistance from professional automation experts has led to a streamlined implementation process and a smooth RoboManager adoption experience.
Our comprehensive onboarding services ensure a successful rollout. It’s our goal to meet every customer’s time-to-launch expectations. First, our team maps out your goals and automation lifecycle needs. During the initial kick-off call, a plan is set in place for timely execution of tailored services. Data import, onboarding, and administration and team training follow. Check-ins are also part of the implementation process.
Onboarding time varies per implementation. Many factors, from an automation team’s prior experience to scheduling, come into play to determine the amount of time needed. Some customers have experienced full onboarding within two weeks. Average onboarding for a small to medium-sized company typically falls within a month timeframe.
Through our onboarding services, we help you manage your automation lifecycle to optimize your automation program. That can involve data import services, administration training, automation team training and personal follow-up and check-ins. Every customer is different…
It is our Customer Success team’s goal to ensure RoboManager is running the way you need it to. We want to ensure your automation team has the training necessary to thrive. We can plan and schedule more sessions as necessary.
Reveal Group’s Customer Success team had years of automation and training experience – across a breadth of industries – to offer onboarding packages that make the best use of your time and budget.
Built by automation experts, for automation experts.
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