On Demand
Affinity Onboarding Sessions
Join our onboarding sessions for practical training and best practices on using Affinity, from setting up the CRM and importing data to using key analytics.
Our cohort onboarding sessions are designed to provide a comprehensive and interactive learning experience for new users. Over the course of three weeks, participants will gain a deep understanding of our platform's functionality, learn best practices for data management and analysis, and explore advanced features to optimize their workflows.
Each session is led by experienced onboarding managers who guide participants through hands-on exercises and real-world scenarios. By the end of the program, participants will be equipped with the knowledge and skills to effectively leverage our platform to achieve their business goals.
Session 1: CRM overview and set-up
This session will focus on mastering the core platform and best practices for optimal productivity and efficiency. The training will conclude with a Q&A to help address specific questions and receive additional support to enrich your Affinity experience.
Session 2: Data import and best practice
During this session, we aim to equip you with the knowledge and tools needed to efficiently import and manage your data with best practices for data formatting and cleanup. Additionally, you will learn how to utilize Affinity's data import tools effectively.
Session 3: Analytics and business insights
This session provides a comprehensive exploration of using data to drive informed decision-making and enhance business strategies. You will learn how to use Affinity's analytics tools to gain valuable insights into your relationships, pipeline, and overall performance, including setting up and customizing reports.
Presenters
Our cohort onboarding sessions are designed to provide a comprehensive and interactive learning experience for new users. Over the course of three weeks, participants will gain a deep understanding of our platform's functionality, learn best practices for data management and analysis, and explore advanced features to optimize their workflows.
Each session is led by experienced onboarding managers who guide participants through hands-on exercises and real-world scenarios. By the end of the program, participants will be equipped with the knowledge and skills to effectively leverage our platform to achieve their business goals.
Session 1: CRM overview and set-up
This session will focus on mastering the core platform and best practices for optimal productivity and efficiency. The training will conclude with a Q&A to help address specific questions and receive additional support to enrich your Affinity experience.
Session 2: Data import and best practice
During this session, we aim to equip you with the knowledge and tools needed to efficiently import and manage your data with best practices for data formatting and cleanup. Additionally, you will learn how to utilize Affinity's data import tools effectively.
Session 3: Analytics and business insights
This session provides a comprehensive exploration of using data to drive informed decision-making and enhance business strategies. You will learn how to use Affinity's analytics tools to gain valuable insights into your relationships, pipeline, and overall performance, including setting up and customizing reports.
