Lead Liaison provides a complementary Quick Start Program for every new customer. The Quick Start Program is tailored to the customer's needs and specific situation as a result of the Revenue Consultation. The Program is divided up into three main categories:
- Basics - Covers what you need to get off the ground on day one
- Features - In depth coverage on specific features/capabilities of Lead Liaison
- Configuration and Setup - Adjusting settings, tuning the platform and making final adjustments to match your needs
A Quick Start typically lasts 2-8 hours and consists of any or all of the following activities.
Basics
Activity | Typical Duration |
|---|---|
Solution Overview (PowerPoint Presentation) | 30 Minutes |
Live Demonstration | 1 hour |
Overview for Administrators | 1 Hour |
Setting up Accounts | 15 Minutes |
CRM Integration (Optional, depends on Edition) | 1 Hour |
Features (Optional)
Our Quick Start Program can also incorporate several module or feature-based sessions when necessary. Below is a list of common module training sessions for the Quick Start Program:
Activity | Typical Duration |
|---|---|
Creating your First Email Campaign | 1 Hour |
Creating your First Lead Nurturing Campaign | 1 Hour |
Creating your First Lead Scoring Program | 1 Hour |
Creating your First Lead Grading Program | 1 Hour |
Creating your First Web Form | 30 Minutes |
Creating your First Landing Page | 1 Hour |
Setting up your Filters | 15 Minutes |
Creating your First Survey | 1 Hour |
Creating your First Segmentation | 1 Hour |
Configuration and Setup (Optional)
Activity | Typical Duration |
|---|---|
Asset Migration | 30 Minutes |
Email Marketing Configuration | 1 Hour |
Website Visitor Configuration | 1 Hour |
Form Integration | 1 Hour |
Lead Scoring and Nurturing Configuration | 2 Hours |
Reporting | 30 Minutes |
Sales Enablement - Streamer/Send & Track | 1 Hour |
Demonstrations and product walk-throughs are provided via a web meeting. Lead Liaison uses GoToMeeting, a Citrix product, to deliver Quick Start sessions.
Transition to Support
During your Quick Start session your Revenue Performance Specialist will discuss the wide array of support resources available to you. Support resources are outlined below.
