SymplastCRM Onboarding

At Symplast CRM, we understand the importance of making the most of your time while ensuring that you and your team are equipped with the best tools and training to grow your practice. That’s why our CRM onboarding process is streamlined into four focused sessions, each targeting a key area of your practice's growth.

Note: Any special or custom workflows will be handled after your onboarding sessions to ensure there are no delays in getting you started.

All sessions are recorded and recordings will be sent via emails after every call.

Integration & Setup Call

This foundational session focuses on fully integrating Symplast CRM with your existing systems. We’ll guide you through data import and configuration to set up your CRM for success. Skipping this step can hinder the effectiveness of later training.

This session includes:

  • First time login & setting your passwords

  • Installing the app

  • Notification settings

  • Integration of Gmail, FB, Insta

  • GMB integration

Who should join:

Anyone who has admin access to social media accounts,
And Google My Business email account

Who should join:

Staff members who will be responsible for sales pipeline

Team Training - Opportunities

Once your setup is complete, we train your team on managing the sales pipeline. This session covers tracking leads, managing opportunities, and optimizing your pipeline. It’s important to complete this session after integration to have your data ready for action.

This session includes:

  • Opportunity pipeline

  • Opportunity stages

  • Opportunity cards

  • Manual or auto move

  • Notifying team members

  • Adding notes

Team Training - Conversations

With your pipeline in place, this session focuses on enhancing client communication. Your team will learn how to use Symplast CRM to manage conversations and build stronger relationships. Scheduling this session out of order may result in missed opportunities for optimizing interactions.

This session includes:

  • Instagram/Facebook DM conversations

  • Text messaging

  • Email conversations

  • Incoming calls

  • Outgoing calls

  • Tagging

  • Recording and transcription of calls

Who should join:

Staff members who will be responsible for communication with prospects, leads and customers via phone calls, text message, Insta & FB DMs as well as emails and chat.

Who should join:

Anyone who is responsible for pulling reports and sending out newsletters

Training - Reports / Newsletter

In our final session, we’ll focus on Reports & Newsletters to help you leverage Symplast CRM for effective communication and data insights.

This session includes:

  • How to create and send newsletters

  • Bulk uploading contacts via CSV

  • Analyzing key metrics with advanced analytics

After you're equipped to make the most of Symplast CRM, our support doesn’t stop here!

You and your team have ongoing access to our expert CRM strategists through our Success Sessions (aka office hours), held every Friday at 12 PM EST. Bring your lunch, gather your questions, and join us for personalized guidance and support. Watch replays here.

Note: You'll automatically start receiving reminder emails and the weekly agenda for the Success Sessions.

Symplast CRM is designed around industry best practices, so just follow along, and you’ll see the results!

This is not the end—it's just the beginning of your ongoing growth with Symplast!

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