Your success with Equipment CRM is paramount to Texada. For a successful integration of our product solutions into your business, it is essential that all Key Stakeholders align (business owners, managers and Equipment CRM users). Each stakeholder needs to understand the basics of a typical Texada product implementation—from the implementation itself, to the go live launch period, while understanding the importance of this onboarding program.
Let’s watch a short video introducing the importance of these two meetings.
We’re excited to present a visual representation of our Equipment CRM Onboarding Plan. Each phase has been carefully designed with specific goals in mind to ensure that you succeed in using Equipment CRM. As noted earlier in the onboarding program, your success is our success. Together, we will work with you, implement Equipment CRM into your workplace, and foster a partnership that grows stronger with each step of your journey.
As a new Equipment CRM customer, the meeting will outline our Equipment CRM Onboarding Plan, key to your successful integration and adoption also including a briefing on the implementation timelines, strategy for the Go Live Launch, and Texada’s commitment to your ongoing learning and development. We are dedicated to providing you with the necessary resources and support to ensure that you fully understand the product, effectively navigate the onboarding process, and achieve proficiency with our online learning materials.
Let’s now view a video outlining the importance of the New Customer/User Meeting. On the right you will see a typical agenda structure for this meeting, please review.
Agenda – New Users Meeting
To ensure the success of Equipment CRM in your business, Texada will hold a key stakeholder meeting, and a user meeting for your business. Each meeting will ensure alignment, set clear goals, establish milestones, and review training expectations from the outset, facilitating a smooth implementation and learning path for all. Let’s now look at each meeting and what they intend to accomplish, starting with the key business stakeholders (i.e. business owners, operational/general managers).
Agenda – Key Stakeholders Meeting
