Our onboarding begins with one Orientation Session, where you’ll learn how to navigate the system, identify the global search and the Help Center, and designate a Champion in your print shop. Following this, you’ll participate in three Customer Success Sessions. The first session focuses on configuring basic communications, understanding the customer view, and utilizing the chatter feature. The second session covers billing automation, proofs, and reports configuration. The final session teaches you how to manage both prospects and actual customers.
With a wealth of tools and resources at your disposal, we aim to equip you with the knowledge and skills needed to maximize the value of our platform within your organization. Renowned for our robust support, we offer personalized guidance to ensure smooth adoption.
"There is some commitment upfront to get everything set up correctly but spend the time on the front end and then the automation takes over. It's hard to quantify how much time and work it can save on a daily and annual basis."
"PlanProphet set the bar high for Customer Service and Tech Support! I don’t say that lightly – I’ve worked with a lot of good and bad companies over the years, and so far, every single person I have worked with at PlanProphet has been exceptional."
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