Whether or not you have opted to hire the guidance of an expert to carry out this new implementation, the recommendation is that you start with a test version and a specific area of the company from which you can receive as much feedback as possible and allow you to determine the common points that generate the most friction.
5. Train collaborators
And not only that, try to involve them in the whole process; receiving their feedback and recommendations will reduce the chances of people resisting implementing new processes. Also, keep in mind that all people have a different learning process and what may be very easy for one may be a little more challenging for another. Personalize the learning actions and ask for feedback throughout the whole process.
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How to carry out a technological onboarding process with datasocial?
We can help you choose the best license that suits your needs to create a customized onboarding process. We share with you the steps that we at datasocial have established to create an efficient onboarding process in HubSpot:
1. Incorporation
In this phase we intervene by creating a strategy that can be implemented, based on the business model and the diagnosis of the company's status. Here we intervene through 4 fundamental steps:
1.1. Set up: We establish the initial setup process for the account, domains list of telegram users in koreaand subdomains, cookies, users and permissions, tracking code, connections and minor integrations.
1.2. Enablement: where we seek to ensure that teams have autonomy over processes and gain strategic knowledge of the tool to develop high-level campaigns and processes.
1.3. Processes: we create an implementation plan according to each company's processes.
Implementation
This phase comprises 3 services: Processes, Technology and Reporting; where we execute different actions aligned with the creation of the strategy in the first phase.
Evolution
After launching campaigns, we support teams, monitor and optimize processes.
If there's one thing that's clear when we talk about technology, it's that to get the most out of it, it's necessary to iterate, analyze and rethink processes . So don't be discouraged, even though it may be a little stressful at first, there will come a time when you say: " Why didn't I do this before?"
