Implementation Services

Your MarketingPilot Implementation Specialist can manage the entire implementation process and leverage your staff, save time and ensure a successful implementation. Your Implementation Specialist will work on-site with your team and handle all the details including managing the software installation, implementation planning, workflow mapping, training curriculum development, training and post-implementation project management.

Training
Training is one of the most important factors that determine implementation success; it simply isn’t realistic to expect busy professionals to be able to learn how to use a new software application without training. We have refined our pedagogical approach based upon the outcomes of training hundreds of clients. Our approach is based upon the following methods and strategies:

• Customized curriculum: we customize the curriculum for each workgroup.
• Instructor led, hands-on. The best results are achieved by having an Instructor lead users who can have ‘hands on’ during the training.
• ‘Show-Drill-Test:’ Instructors teach users a new topic and then the users perform the task themselves. Testing ensures that each trainee has learned the skill before moving to the next topic.

Training can be delivered at your location in person or remotely via online seminars. Experience has demonstrated that On-site is more effective than web-based training and can help you get off to a faster start. For larger workgroups a combination of web-based implementation planning and on-site training yields the best results.

Implementation and Configuration
Once MarketingPilot is installed the first step is to configure the software. Your implementation consultant will help you choose the appropriate global site settings, teach you how to personalize MarketingPilot for each user and teach you how to create user accounts.

Email Marketing
Our services team can help integrate your data into MarketingPilot, and help you take advantage of the information to generate better results. Every MarketingPilot client is assigned to a dedicated account team – professionals who are on call to help in any way possible.  Our team can:

• Create custom templates that are modeled after your web site or other documents.
• Convert PDF, image or word documents into ready-to-send messages.
• Repair broken templates, resize images, fix tables, change links and much more.
• Customize your footer, header or any other element of your email messages.
• Reformat large files and organize contacts so that they can be easily uploaded into MarketingPilot. We can even create lists and upload subscribers for you.

Users will be working with someone who knows their environment and understands their needs. Our team will help your organization gain and maintain a real competitive advantage.  

Workflow Mapping
Workflow mapping is an implementation exercise that can help you identify workflows and create workflow templates that will be used in MarketingPilot. This activity can help you streamline and optimize how departments work and help you implement MarketingPilot better.

Marketing Process Improvement
Over time flaws tend to creep into marketing processes, making them less efficient or effective.Our Rapid Marketing Process Improvement services help you implement marketing best practices.
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