Working with a new system can be a challenging time. Having a helpful team of professionals ready to assist you is critical to your success. Our Client Services team has been renamed Professional Services and are here to do just that!
Our experienced specialist will work with you to make sure you are fully utilizing each solution. Our team will guide you and your staff through the setup process in three main areas:
Implementation - Our implementation team provides initial training for new customers or existing customers who have signed up for a new products. During your one-on-one Implementation session, they will walk you through various steps in setting up your organization's account for the specific solution you are using, from resources and workflow, to donation forms and reports.
"The Implementation Team enjoys finding the proper way to best utilize the software to make sure clients get the most benefit from it. We sincerely hope that we are able to provide the best experience possible for everyone." - Will Whitworth, Implementation Team Lead
Team Photo - (from left) Will Whitworth, Sarah Gill, Emily Lin, and Andrew Triplett
Education and Training - Once you've completed your initial training let our education and training team further your knowledge and understanding of the system. Attend a free webinar, download helpful manuals, or schedule a custom training with our software trainer for a more personalized experience.
"It's our mission to ensure that all of our clients get the maximum benefits of each solution. Education and training is a critical step in this process. It is our experience that users are more comfortable using software they know, and we make sure they know our solutions." - Kimberly Cupp, Software Trainer
Client Tech Support - As you continue working with the system, you may have an occasional question or technical issue that requires assistance. Our Client support team is ready to assist you in troubleshooting and finding the best solution.
"We want to make sure that you are getting the most out of the system every time you log in, and we are here to help in whatever way we can. Whether it is talking through the best practices for building a form or an event or dealing with a specific issues that may arise, the support team is a phone call or email away to help you find the answer you need." - Courtney Munson, Client Support Team Lead
Team Photo - (from left) John Whitworth, Courtney Munson, and Matt Finney