We provide consultative services to help your team architect workflows that reflect your current or desired operational business processes.
Once Accelo has been configured for your team to have immediate operational use, our Implementation team will continue to work with your End Users as they become acquainted with the Accelo platform.
Your dedicated Implementation Manager will be working with you throughout a series of consultative and team training sessions.
They'll be assisting you in building offline configuration enabling your team to see immediate benefit from the platform.
It's important to prioritize starting with the right foundation in implementing, while identifying business goals to be achieved from day one.
This goal mapping process will start in the implementation phase and our on-going services after implementation are designed to carry this process through your entire lifetime journey with Accelo to ensure you gain maximum value from your investment and grow as a business.
Premium Technical support is there to lend a helping hand the moment it’s needed. We offer a variety of channels that best suits your needs to work with an Accelo Success team member.
Priority Email Support
Live Chat
Live Chat that converts to a phone call
Configuration Support
On-going configuration support when needed. This can include:
Data Imports
Integration Set-Up
User Set-Up & Permissions
Templates Set-Up & Configuration
Workflow Automation
Dedicated Customer Success Manager
Acts as your partner and advocate. Gathers resources to meet your needs and ensures you are receiving the ultimate business value from your investment with Accelo.
Throughout your journey, your dedicated Customer Success Manager will provide:
Coaching
Change Management- how to get your team to Adopt Accelo to grow and scale your company
Continuous Process Improvement & Optimization
Reducing Non-Billable Time Spent on Administrative Tasks
Personalized Goal Mapping
Capture your unique goals and map processes and tools within Accelo to achieve them
Personalized Success Plans
Guidance for your desired outcomes with tactical objectives, and tools within the product
Milestones required to reach goals
Action Plans when goals are off-track
Consultation Calls
Calls designed to introduce new functionality or capabilities that will help you achieve the goals identified in your Success Plans
Semi-Annual Business Reviews
Tailored for an executive audience, strategically review business goals, barriers to progress and identify new goals to push innovation and value forward
Account audits
Tool usage
User proficiency
Housekeeping
Optimization Recommendations
Role based
Industry based
Use-case based
Best Practice Discussions
Review Success Plan and status of identified goals
Preview Product Roadmap
Review newest released features
Upcoming capabilities being scoped
Help at your fingertips and at your own pace.
Online Resource Center
Help Guides
How-to-Videos
In-App help
Tool Tips
Links to Resource Center
Video assistance
Guided navigation
Private Video Library
Hosted by Accelo, your team will have your own personalized Implementation & Training videos available to re-reference or be used to onboard new employees
Group Training
Recorded training sessions with Accelo Product Experts that your users can subscribe to on an on-going or as-needed basis
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