Top Onboarding and Deployment Tips

Onboarding never completely ends.Communication between all parties is continuous; from new customers to third-party vendors via store expansion, integrations, acquisitions or upgrades.

So how do we align the onboarding and deployment strategies? How do we ensure consistency across all storefronts and all valued customers?

Sales Discovery During the Sales Discovery process, the Sales and Customer Success teams work together to ensure that technology solutions can meet all customer needs. POS vendors should view this process as an investment, as this information is integral in creating an optimal customer experience.

Core Onboarding During the Core Onboarding Phase, Customer Success engages directly with the client to continue discovery efforts to refine the solution and the project plan. The exact work in this phase is dependent upon the needs of the client, but typically includes Menu Build, Database Import, Operational Consultation, and POS system training.

PilotThe Pilot Phase…