Congratulations on taking the first step!
This is your Zoey Welcome Package, and we are your Implementation Specialists. We're here to ensure your journey from now to go-live is smooth and successful. You will meet with us weekly to work through a combination of live Zoom training sessions, product and customer data review, data import, one-time setup tasks, and our Go-Live Checklists. This training website will be your guide to get from this point, to go-live whether that's with your Web Admin, Customer Portal or Sales Rep Mobile App.
The expansive features and functionality that Zoey offers to run and accelerate your business will require some time to learn. That amount of time will partially depend on
- Your availability to complete the offline modules
- The quality and cleanliness of your data
- The number of system integrations that Zoey will communicate with
- The number of Zoey Features you will be using, and
- The size of your team that will be using Zoey.
Please plan accordingly and communicate any expected timelines for Go-Live with your implementation team so we can best advise you.
To start, you're going to Fill Out This Form so we can collect some information to help build out your personalized learning and implementation plan.
Next you're going to review our Implementation Program to get a better understanding of the steps you will be taking to setup and learn Zoey.
Then it's time to start your first Modules! We kick things off with Importing Your Product data. To prepare for Module #1 we ask you to review our Data & Requirements page.
Updated about 1 year ago