Success with CIMcloud Implementation


Self-Service Implementation Overview

With CIMcloud, you and your team are in the driver’s seat when it comes to meeting your Customer Interaction Management goals. The CIMcloud platform has been designed to allow you to manage the critical elements of a successful implementation through a series of self-service implementation activities.

Product & Content Work

Based upon your Connect Package, CIMcloud’s standard ERP Sync will bring over existing data within your Sage 100 ERP associated with your products including names, SKUs and prices. As part of your self-service implementation, you can enhance that existing information with images, enhanced descriptions and other data from within CIMcloud. Combined with the ability to create and manage public-facing marketing pages, you can provide your users with a robust online experience.


Settings & Configurations

CIMcloud allows you to manage a wide range of settings and configurations to ensure your CIMcloud implementation reflects the needs of your organization. Managed directly through the CIMcloud interface, you and your team are able to assign and manage system-wide settings, individual customer experiences, tax settings, email settings and much more. The ability to determine who can manage these settings can also be managed directly by CIMcloud users with the appropriate rights.