Overview

Enable provides all new clients with an Onboarding service. The aim of Onboarding is to get you up and running as quickly and efficiently as possible. During Onboarding you will verify a variety of rebate deals across your top five trading  partners or customers to ensure that your DealTrack instance has been configured based on your rebate parameters and can match your available data.

The process

You will be assigned a Customer Success Manager and a Client Services team who will form your Onboarding team. This team will work together with your project team and be responsible for managing the five-stage Onboarding process.

Planning stage

Once you decide to go ahead with the DealTrack software, your Onboarding team will get in touch to get acquainted and start planning your first Onboarding milestone - the Kick-off meeting. Your DealTrack Onboarding team will meet with you either on-site at your office or at Enable HQ. We will cover your current rebate setup, your priorities and what you are hoping to achieve first in DealTrack. Your Customer Success Manager will put together a customised plan that will guide you through Onboarding and into the Adoption phase of the implementation.  

Design stage

During the Design stage your Client Services team will work with you to define the blueprint of the fundamental structure of your DealTrack instance. You’ll also get to work preparing the data that will need to be imported into DealTrack, under our guidance and support.

Setup stage

Once the configuration blueprint has been agreed and initial data has been received and reviewed, our Client Services team will get to work on configuring a DealTrack instance for you. 

Test stage

The Delivery meeting kickstarts the testing stage and is the first opportunity for you to get your hands on your configured DealTrack. Your Onboarding team will show you around DealTrack and explain how the software works. You will then test your configuration by setting up deals in DealTrack and reviewing the resulting earnings.

Closure

We will close onboarding once you can confirm that your DealTrack instance has been configured based on your rebate parameters and can match your available data.

Now that your project team are up and running with DealTrack, it doesn’t all stop there — it’s time to dig in and take advantage of all it has to offer. Enable provides you with their standard Adoption service to support you in rolling out DealTrack within your business.