With larger companies that need a more complex set-up, get the support of our full team with the Advanced Onboarding package. This includes all of the features of the Self-Starter and Professional Packages. In addition, your team will have a dedicated Customer Success Manager and work with a team of Integration Specialists, Implementation Specialists, and an Account Architect to get a customized solution for your team. This can also include a 3-day OnSite Training (restrictions do apply) to help get your team set-up and help your team create the customized reports desired.
Your Customer Success Manager will walk you through the importing process and collect the information required to get your account set-up and ready to go! Our team will collect all required technical documentation and map your previous data. Once uploaded, our team will QA your data to ensure accuracy. The cost of your Data Import will be based on the amount of data, formatting, and custom requirements.
Integrations and Reporting
On our Business Plus and Enterprise Plans, we have the ability to integrate UpKeep with other software! Your Customer Success Manager will go over and discuss the integrations that your team would like to set-up. This will help your team streamline their process and customize your UpKeep Experience. The Customer Success Manager will also go over report generations and dashboards to make sure that your team has easy access to their KPIs. We can learn more about our Integrations here.
The best part of Advanced Onboarding? You get to see our team in live-action! Your Customer Success Manager will come to your company to guide your team through training as well as answer any questions that your team will have. They will assist in building the customized reports that are needed for your team’s KPIs.
Dedicated Customer Success Manager
Your team’s dedicated Customer Success Manager will be your point-person during your onboarding and throughout your partnership with UpKeep. They will provide your team with 1:1 training to make a customized onboarding plan to help your team get set for success. Your Customer Success Manager will also guide your team through the account set-up process this includes the Preventative Maintenance and Work Order entry, generation and scheduling, uploading documents and photos to our Cloud based library and linking them to your assets, setting up Meters and work order triggers for your Meters. For our Business Plus and Enterprise users, this also includes building automated Work Flows and integrations.