CRM User Onboarding
CRM User Onboarding is a specialized service where the CRMconnect team prepares your business for platform success through custom workflow configuration, secure data migration from legacy systems (such as SAP Business One or Microsoft Dynamics 365), and role-based team training, ensuring rapid adoption with zero downtime.
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CRM User Onboarding in your team's daily work
Custom configuration, secure data migration, and dedicated training - designed for a fast start without disrupting your daily operations.
Key Benefits
Target audience: Companies implementing CRMconnect for the first time or migrating from legacy CRM systems or complex spreadsheets.
- **Bespoke configuration** mapped to your actual business processes, not a generic template.
- **Secure historical data migration** ensuring no loss of records or data integrity errors.
- **Role-based team training** tailored to the specific functions of your sales, logistics, and finance departments.
- **Ongoing post-implementation support** to guarantee rapid resolution of any user queries.
Our Delivery Process
- 1In-depth analysis of current workflows to configure dashboards and native modules accordingly.
- 2Secure extraction and integration of data from existing ERPs or legacy CRM software.
- 3Hands-on user training sessions supported by comprehensive digital resources.
- 4Post-launch hyper-care for optimal system utilization and fine-tuning of native automations.
What you get beyond an isolated module
The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.
Native module, not a connector
Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.
One master data set
Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.
Coexists with your ERP
CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.
Fiscal documents and e-invoicing
Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.
Roles, rights and audit
Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.
Mobile and Arvis AI
The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.
How the module reaches production, step by step
You don't start with a six-month project. You start with a free account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.
- 1Free account and structure setup: users, roles, access rights.
- 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
- 3Workflow configuration: stages, approvals, notifications and owners per step.
- 4Connection to your existing ERP so documents flow both ways.
- 5Role-based training and a pilot with a small team, in parallel with the current process.
- 6Go-live for the whole department, with reports and alerts active from day one.
Frequently asked questions
How quickly can my team start using CRMconnect after the onboarding process?
Our onboarding service is designed to significantly compress the transition period, achieving meaningful user adoption within the first few days rather than months.
Will data from our old system be lost during the migration process?
No, our migration protocols are engineered to transfer your data securely and accurately, with rigorous validation steps at every stage of the process.
Questions about the platform and implementation
- Do I have to drop my current ERP to use the module?
- No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
- Are the modules native or integrated third-party apps?
- Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
- How long until the module is live?
- The free account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
- How is the implementation cost calculated?
- By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
- Where is the data hosted and who can access it?
- Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.