Jumpstart your onboarding with comprehensive implementation services.
Make success a certainty.
Whether you want to quickly hit the ground running or take a step back and fine tune your processes, there’s an implementation package designed to set your business up for success. While purchasing an implementation package isn’t required, it is highly recommended in order to get the most out of SalesPad Cloud.
Let SalesPad be your trusty sidekick.
The Goose to your Maverick.
Over the last decade, SalesPad has earned our onboarding wings with over 2,000 successful implementations, spanning more than 100,000 hours total. We’re not just developers. We’re also ERP experts, making us the missing half of your dynamic duo. After all, implementation is more than just understanding how to use the software. It’s also about setting your operations and employees up for success.
Designed for businesses interested in business process and software training, the standard package employs 20 hours to implement the basic setup and go over workflows, the report designer, and other product training. You’ll gain a deep understanding of SalesPad Cloud during a series of seven or more meetings.
- Business process review
- Integrate Cloud to QBO and import data
- Basic company setup
Settings | Security | Users | Initial Setup
- Basic product training
- Workflow discovery and setup
- Report designer training for printed forms
What do you want to learn about?
Contact us for a quote.
The advanced package is a fully customizable, project-based implementation package that includes in-depth setup and training. It is best for businesses that are looking to switch from other systems and/or have complex needs. A SalesPad Cloud Consultant will work with you to build a unique implementation and training plan that fits your business future plans.
If you are using a system other than QuickBooks Online, such as QuickBooks Enterprise, or you want to work with your existing ProAdvisor or other third-party consultant, the advanced package is required.
À la carte options.
Order bonus hours to integrate your favorite apps.
Maintain accurate inventory levels across both SalesPad Cloud and Shopify, an eCommerce platform.
Ship orders with 30+ carriers and send valuable shipping information between both systems.
Nodus PayFabric is a safe and secure way of processing payments and storing card information.
Receiving, adjustments, transfers, stock counts, and fulfillment from the convenience of an iOS device.
Implementation hours are $125 per hour. Alloted hours for the à la carte options are estimates and may need to be increased based on the complexity of the integration.
Frequently Asked Questions
All SalesPad Cloud Consultants are experts in not only our software, but also in operational ERP best practices. In many instances, they have been at SalesPad since Cloud’s inception, and are able to call upon countless hours of training and other implementations to make sure your onboarding goes smoothly.
Time spent with your consultant depends on the implementation package you choose.
With the Standard package, your consultant will spend a minimum of 20 hours with you.
For more time, consider purchasing the Advanced package or additional implementation hours.
No. You must purchase an implementation package before buying additional implementation hours.
This depends heavily on which implementation package you choose and your availability for meetings. We do our best to get customers implemented as soon as possible. Generally, implementation takes around thirty days from start to finish and required to be completed by sixty days after initial purchase.
No, but it is highly recommended in order to get the most out of SalesPad Cloud. We have found that our most successful customers start out with implementation assistance.
No, but we are always happy to set up and train you on anything you want inside your allotted implementation hours.