You have enough work to do. Let’s not add Onboarding to the list.

Our relationship doesn’t end with your signature on the dotted line. Our Customer Success team handles data transfer, account set-up, training and continued success.

Map My Customers integrations

What To Expect


Kickoff Call

Meet your customer success team. Define project goals. Build implementation timeline.


Account Set-Up

Migrate data. Set-up integrations. Define user roles and permissions



Complete manager training. Complete rep training. Benchmark goals and KPIs.


Ongoing Support

Support doesn’t end after onboarding. We’ll partner with you to reach your business goals.

Kickoff Call

You’ll get an invite for your kickoff call as soon as you sign on the dotted line. During this call we’ll:

  • Introduce you to your Account Manager and Onboarding Specialist
  • Define your implementation goals
  • Discuss metrics for success
  • Benchmark your team’s current performance and detail improvements
  • Build the implementation timeline

Data import and account set-up

Map My Customers has 4 main data objects: companies, people, activities and deals. Within each bucket are standard fields. We can also add custom fields depending on your data fields.

If you have a CRM you’re happy with, the Map My Customers team will also integrate your CRM for a two-way sync.

Training: Two Phases

Once you confirm the data migration and account set-up is correct, we’ll start training. Training is best done in two phases: leadership training and sales rep training.

The schedule for these are flexible and usually last about an hour. Larger teams tend to schedule waves of rep training over 2-4 weeks.

During the Kick Off Call, your Account Manager and Onboarding Specialist will discuss best training practices for your team.

Ongoing support

Support doesn’t end after onboarding. We’ll partner with you to reach your business goals.

For teams, you’ll get product utilization reports, training on new features, and executive business reviews.

We also hold regular office hours for product-related questions and Workshop Wednesdays for best practices in the industry.

Our goal is long-term partnership and mutual business success.


See our Support Center or chat with our team

Selecting a software provider for your team is difficult. We have ample training videos and support documentation you can browse here

If you need more specific information, chat with a member of our team.