Success with CIMcloud Getting Connected

2021-01-23 02:34:31

GETTING CONNECTED

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 Sage 100 system and CIMcloud. You will focus on assembling your Core Team, completing your Deployment Prerequisites and completing the self-service Manager & Lead Implementer Onboarding.

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Core Team

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.

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Deployment

Complete the critical deployment prerequisites to allow CIMcloud to establish the connection between your Sage 100 system and CIMcloud.

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Onboarding

Complete CIMcloud’s self-service onboarding process to gain a familiarity with CIMcloud and complete important tasks assigned to your Core Team.

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