Training & Implementations

Personalized AcuSales Training

New AcuSales customers on any paid annual subscription plan are eligible for training sessions with an AcuSales Customer Success Manager. Our experts will take you through product training, as well as how to set up your account and customize it to your business needs.

AcuSales's Customer Success Managers are product experts, eager to coach you on how to get the most out of AcuSales. With our help, AcuSales will become an integral part of your business.


Getting Started: Team Training & Adoption

Kickoff and Success Plan
We'll help you map a path to AcuSales success, including goals and timelines customized to your business.

Admin Training
We'll help you with customization, workflows and most importantly, how to add your customers and prospects so you can stay in touch with them.

Team training
These sessions will help your users and teams become successful quickly. We'll provide ongoing team training as needed.

Team Q&A session
After you and your team have completed our onboarding training sessions and taken AcuSales for a spin, get any additional questions answered in these team sessions.


Ongoing: Team Training & Adoption

New Team Member Training
As you bring on new teams and team members, we will provide training sessions.

New Feature Training
These sessions help you and your team get up to speed on the latest and greatest that AcuSales offers - and how to put these features to work for you. We'll reach out to you directly to setup these training sessions.


Implementation

We will help you with implementation of AcuSales and import existing records of leads and client into AcuSales. A separate implementation plan would be prepared at an appropriate time once assignment is confirmed.