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The Complete CRM Onboarding Pricing Guide

By Olivia Smith on Thu 20 April 2023 in CRM

The Complete Software Onboarding Pricing Guide for CRM

It can be difficult to know where to start when selecting the right CRM onboarding package that fits within your budget. While it is an additional cost, user onboarding is a pivotal factor in getting value from your CRM quickly. So, we’ve put together the ultimate pricing guide that’ll help you choose an onboarding package that suits your needs.

How much should you be spending on software onboarding?

The saying ‘you get out what you put in’ really is the whole truth with onboarding; the more you spend, the higher the return on investment (ROI). Adopting new software can be tricky, and sometimes overwhelming, so having an expert by your side to guide you step by step can have a significant and positive effect on your progress. You’ve got to look at it as the less you spend, the longer it’ll take you to access your software’s full potential.  Without the help of an expert Onboarding team, you also run the risk of making errors along the way which can prove to be a drastic setback. Therefore, investing a reasonable amount of money into onboarding for your team will result in a smoother process overall. 

It also depends on the assistance you need and the technicality of your team. For example, if you have just acquired a new CRM system, but your team has a technical background, you may need less help than a team with limited experience. Ultimately, however, the more time you spend with the experts, the more they can show you, and the more tips and tricks you’ll learn. 

Why is software onboarding important?

Onboarding is designed to get your whole team up and running faster, with increased ROI and reduced staff frustration. With a mixture of guided self-help and professional assistance, software experts can streamline your learning so that you’re on track to achieve your goals. In fact, the primary reason why companies discard software is because they don’t opt for onboarding and implementation help. Although CRM systems are designed for ease of use, there are still aspects of the system that you might not be immediately familiar with. Software can be challenging to work your way around, even after initial training, so continued onboarding support can assure your business’s success. 

Additionally, onboarding significantly reduces staff stress and frustration. After a new software system has been introduced into a company, staff may be reluctant to take this on as it’s seen as unchartered territory. Therefore, the best way to prevent hesitation is through making sure all the appropriate staff have the necessary training so they can feel their way around the new system and use it with ease. 

Choosing the right onboarding package

Usually CRM companies will offer different packages with differing contact times and services. Choosing the right onboarding package depends on a number of factors including how familiar you are with CRM, as well as how advanced the configurations you need to make to your system are. 

It’s also crucial to look out for an onboarding service that’s been proven to deliver clear outcomes at fixed prices, so that you can choose the best functionality and package that suits your needs, at a price that doesn’t exceed your budget. Reading reviews and customer success stories can give you a feel for what the most popular onboarding option is, as well as which option will work best for your type of business.

Prospect offers expert assistance through our onboarding packages from the moment you set up your integration. Set up a 14-day free trial now to see how you can start using Prospect CRM to build and nurture your customer base.