SharpSpring Onboarding Step 4: The “Juggling” Act

SharpSpring promotes the SharpSpring onboarding process as a key reason to select them. To make it work for your company, you must understand their approach.

SharpSpring knows the first 60 days are crucial to a new customer’s success. And they recognize two distinct challenges: 1) correct technical setup and 2) user orientation. To overcome these challenges, they must pack both setup and orientation into one onboarding process.

At E6 Solutions, we recommend you address these two issues separately in your planning. From a technical point of view, you company has to decide which SharpSpring features are going to be integrated into your current information systems. If you don’t plan to maintain any legacy, then GREAT, your people can learn to do everything the SharpSpring way. Unfortunately, few companies will be in that position.

So we recommend that as soon as you’ve decided to use SharpSpring (so very smart!), then decide which of their dozens of features you will be adopting. That will make it easy to plan SharpSpring onboarding. First, integrate the features you’ll be using with your technical team, THEN jump into user orientation.

Do not plan user training too fast. First, decide what tools will be most valuable to your staff NOW, then plan onboarding after technical setup is complete. You can always add new SharpSpring features and tools later.