To book time with your account manager and get things planned, please RSVP for a meeting at your most convenient time from this link.
https://calendly.com/repfabric-nancy-lucas/30min
On that call your account manager will answer initial questions and draft your data conversion plan and training plan. This first call is to establish your desired timeline and then set events in place to meet that timeline.
The data we will discuss includes:
-
- Customer company records
- Manufacturers list
- Past Sales history
- Opportunities from a former CRM (if applicable)
After the admin form is complete, look for an email that provides
instructions on how to extract your data from a former system if that applies.
In addition, you will get a link to a Sharepoint folder where your data can be
loaded. Please upload all files there. If you have questions, please email Data@Repfabric.com
Our team looks forward to meeting you as soon as possible so we can get your
launch organized.