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Flowbird + Halo CRM + Onboarding Approach

Professional Services

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Flowbird Partnering with HaloCRM

At Flowbird, the support and customer experience departments are ready to help you get the most out of the platform, using their experience working with other clients in your sector, across the globe.
 
To guide our customers through the migration process, we offer a variety of setup bundles to help you get off to the best start with HaloCRM at a one-off cost. Our onboarding approach differs from our competitors in that we use all stages of the process as a training  opportunity, allowing your organisation to gain a 360° view of the system and learn HaloCRM best practices. This also means the future time and financial resources required to administer and expand the system are minimal. 
 
Our onboarding approach follows eight core steps: Discovery, Design, Build, Training, Testing, Go Live, Hypercare, and  Project Review. These steps ensure a risk-free, low-impact migration path for all our new clients, with the agent and customer experience at the heart of the build.
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No feature lockouts. No hidden add-ons. Just everything you need, from day one.

 

Onboarding Packages

Please review our professional services packages below, which include pricing and the services they offer. It is important to note that all the below options include extra project management time outside of the delineated meetings:

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Ongoing Support

Support will be offered as standard to all customers for any requests being logged. Details regarding CRM support and SLAs can be found in our terms and conditions.

In addition to access to our support teams, all customers receive a dedicated Customer Success Manager to address any commercial enquiries throughout their contract.

Partnership-Style Service

Developing a partnership-style relationship with our clients is crucial to delivering effective software as a service. We take pride in the fact that all our operations are in-house, allowing our clients to enjoy a direct relationship with the entire expert team. We always deliver our implementation services in-house.

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