The initial setup for your PRO account is an important step in your company's decision to migrate your vendor management solution to the PRO cloud.
We're here to help you setup your PRO account exactly as you'd like, as well as provide answers to any of your questions relating to PRO.
We provide the following complimentary services for what we call the "onboarding" process:
Sign Contractor (Vendor) Connections
Using PRO requires you to manage your sign vendor connections via the PRO cloud. We assume you have an existing vendor network, and we'll establish those existing connections with the sign contractor in PRO and notify the sign company on your behalf. By establishing these connections your users can easily identify your network in a search result. Here's a section on building your own PRO Network, probably one of the greatest features of PRO. Here's an overview of the vendor connection process.
We assume you've got a number of projects already "on the go". If you'd like, we'll import your active projects into PRO so that your team hits the ground running without first setting up the project. Alternatively, you can do it yourself. Here are the detailed steps for importing your data yourself.
We'll add your users to your PRO instance so that all they need to do is click a link to request a temporary login to reset their password. Here's all we need to complete this for you.
We will schedule a 30 minute training session for your administrators and users. Here's a KB on the training, but it can be customized to meet your needs. Here's what we'll cover in your training.
VCG can provide integration services to provide a secure, one-way interaction (synchronization) between your CRM/ERP and your PRO cloud instance.
At its most basic level, the synchronization provides convenience and consistency by automatically creating your project/job in your PRO account, removing the manual entry of the project-specific geographic information required in PRO. Here's some more information on integration.
If you have any questions relating to our onboarding services, please don't hesitate to contact us!