One of the critical first steps is connecting the CIMcloud platform to your existing ERP system. Once connected, you and your Core Team will begin the process of onboarding.
When you select CIMcloud as your Customer Interaction Management vendor, we will begin the process of putting CIM to work for you and your organization. During the first stage, Getting Connected, CIMcloud will deploy a standard instance of the platform for your organization and establish the connection between your existing ERP system and CIMcloud. You will focus on assembling your Core Team, completing your Deployment Prerequisites and completing the self-service Manager & Lead Implementer Onboarding.
Identify and assign the key roles of your organization's Core Team to ensure your CIMcloud project gets off to a fast start and is aligned with your overall goals.Learn More
Complete the critical deployment prerequisites to allow CIMcloud to establish the connection between your existing ERP system and CIMcloud.Learn More
Complete CIMcloud’s self-service onboarding process to gain a familiarity with CIMcloud and complete important tasks assigned to your Core Team.Learn More