White-glove onboarding or Standard onboarding, which one is best for your business?
Standard Onboarding
- Platform access
- Integration configuration review and alignment
- Standard data mapping consultation
- Integration setup, configuration, and activation.
- Up to two environments: LIVE and Sandbox
White-glove Onboarding
- Everything from Standard onboarding ⬆️
- Review business objectives & outcomes
- Historical (past) data synchronization (eg. all past orders, customers and abandoned carts)
- Assistance with data cleanup, in case there are any issues
- Creating sales reports & dashboards in your CRM
- Partnering and working with 3rd-party CRM and eCommerce agencies
- Participating in alignment calls
- Discussing data flow & strategy
- Coordinating efforts between teams
- Up to 3 months of post launch integration monitoring