Now that AVID is connected to your CRM, it’s time to dive into the details of your unique data structure and reporting needs.
To make sure we’re aligning insights with how you already use and report on your data, we need your input on a few key elements. This will help us set up your mapping and dashboards correctly—and speed up the onboarding process.
Our onboarding survey will walk you through a series of questions to get us there.
Before you begin, take a few minutes to watch the video below.
You’ll see exactly how the process works, what to expect, and how to get the most out of onboarding.
Most teams tell us that watching this first makes everything easier and ensures you walk away knowing exactly what to do.
Once the survey has been completed, please email it directly to onboarding@cecilcommunication.com