Onboarding
Get your first agents working.
Get your CRM integration, data and people ready for RevTech. We help your team launch with the right context and access.
How we help
Get your CRM and your team ready for agents.
We connect Salesforce or HubSpot to RevTech, check that standard and custom data flows correctly, and clean up the CRM data model the agents will use. We also set up access, show people where to work and give your team the practical training to get started.
How it works
Connect the data. Prepare the people.
We work with your CRM administrator to map standard and custom objects, check access and agree any data cleanup. Together we test the Salesforce or HubSpot connection against a real workflow, confirm that agents receive the right context and help your team review its first outputs. You leave with a working starting workflow and clear next steps.
Frequently asked questions
Yes. We work with Salesforce and HubSpot teams, including custom data and access requirements. We confirm the integration scope and what needs to be configured before work begins. The self-serve free trial is HubSpot only.
We assess the CRM data model and clean up the agreed issues needed for your RevTech deployment. We confirm the records, proposed changes and recovery approach with your team before making changes.
Bring a business owner, a CRM administrator and the people who will review the first agent workflow. We work with them to confirm data, access and the starting workflow.
Onboarding includes access guidance, a walkthrough and light training on the starting workflow. Dedicated role-based training can help the wider organization change how it works with agents.