Simple Onboarding, Fast Results.Welcome to Pipeline Signals! We’ve made onboarding easy by following a proven and effective process.
Our goal is to get you signals fast and help you enable their usage to increase sales pipeline.
To start, please do the following now.
- Access your onboarding package here to get started.
- Download a copy of the file and then begin your journey at the Start Here tab. Here you’ll find instructions and how to videos to begin your journey.
Onboarding is divided into the following steps.
|STEP 1 –|| |
Schedule SessionsSchedule all milestone sessions first. This includes onboarding for various team members, training and coaching, etc.
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Tell Us About Your Target ParametersIn this step, you’ll tell us about the job titles and roles that your teams work with.
As an option, if you’re targeting an open market or white space, you’ll indicate which parameters matter to you.
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Select Accounts for MonitoringProvide a list of all prospect, customer and competitor accounts you’d like for us to monitor for signals.
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Create Your Data UploaderTell us how you’d like to receive signals so you can upload them to CRM with speed and ease.
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Set Up ReportingLearn how to set up reports and dashboards to measure the impact of the Pipeline Signals program.