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Sales Led Onboarding

Overview​

The sales-led onboarding approach enables SoftCo's to onboard customers through a structured sales process, providing guided support and account management throughout the implementation journey.

Sales Process​

Customer Engagement​

Sales teams follow a standardized onboarding workflow used across Access Group SoftCo's:

  1. Opportunity Creation: Sales representatives create opportunities in Salesforce and collect initial customer information to generate an Annual-Booking Credit (ABC) assessment
  2. Pricing Calculation: The ABC data is used to calculate and present a customized pricing schedule to the customer
  3. Contract Execution: A Statement of Work is prepared and sent to the customer for signature
  4. Onboarding Initiation: Once signed, the customer onboarding process begins with guided implementation support

Sales Management Application​

PaySuite will provide a web application designed for sales and support teams to manage the onboarding process efficiently.

Benefits​

This approach provides dedicated support throughout the onboarding process, ensuring successful implementation while reducing the technical burden on your internal teams.

Features​