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Our consultative process
Every client’s needs are unique. As such, we build towards a tailored solution throughout the sales process:
Requirements Gathering
We lead a focused introductory call to learn more about how you conduct your business and understand your specific training requirements.
System Demonstration
We conduct a demo of the system with required components that showcase the potential look and feel with your branding.
Configured Evaluation
We configure an evaluation with some subsets of your own data so you can see how the system will handle your major use cases. This process is a “mini” implementation that we do for a limited charge. When the time comes to show management what the system will do for your organization, they will see data and examples they instantly recognize.
This consultative and tailored approach carries through to the full implementation, training, and subsequent support phases of the project. We look forward to getting started together!