You wanted more efficiency and functionality and, you’ve bought your new window and door software and you’ve trusted EndtoEnd’s integrate system can make it happen, but now what?
It can feel like a leap into the unknown.
The promise of bringing systems together into one place, the improvements in workflow and processes are tantalisingly close, but now you have to put it in place.
Will it all come together?
Is everything going to go to plan?
What do you need to get ready?
We know change is tricky at the best of times, especially when you’re a busy business, but you can relax. You’ve absolutely made the right decision with integrate and we’re with you all the way.
We know the quality of our training, onboarding and the integrate system speaks for itself. But it’s worth saying again, the bespoke service you get with EndtoEnd, won’t be matched by any ‘off the shelf’ solutions.
To help, we’ve put together some answers to common questions we receive from our new customers about training. Take a look and get yourself ready for the next step…
Who in the team is best to start the training with?
Have you been here before? You’ve started some training and shortly realise your colleagues should have been there so you hurriedly start doubling your notes. Or worse, you may arrive and quickly realise the training isn’t relevant to you, whilst all the while knowing, emails and you’re to-do-list back at base are building up.
Who you send on the training depends on who’s using integrate. Many companies use the software across all their systems, from sales to sign-off so in the end, everyone will benefit from training, but who first?
Who are your key early stakeholders? Who are your internal advocates? We’ll help you to prioritise plan together.
Communication is key, so talk to us as we’ve seen it all before. And we know it’s not a one-size-fits-all.
Company training strategy: Size matters
For a smaller company where there will only be a few users, we can train everyone in one session as long as it’s convenient. It is often helpful to do sessions together as you’ll all have the opportunity to ask questions at the same time.
For a larger company, we suggest several tailored sessions for teams who use different integrate modules.
Either way, we like to start off with someone senior who made the decision to purchase our software. This way they can direct the process and also confirm they’ve made the right decision!
From here, anyone who’s going to be using integrate should have at least one training session to go over the basics of what the software can do and how to get the most out of it.
How easy is the software to roll out across the business?
Very easy.
Management users can create new user accounts in a few clicks. Once you have one or two people trained on the system, they’re able to help others get started, even if they haven’t had their formal training session yet.
The key is getting those with this capacity and responsibility trained early.
How long does it take?
The initial session is likely to take 2-3 hours. We appreciate this is quite long, but there’s a lot to cover and we always have a break in the middle.
You’ll find this length of time builds confidence, as we’re not rushing on before people are ready. There’s space to ask questions and your team will feel prepared to start using the system straight away.
Of course, we may still do some further sessions to explain the more advanced aspects of the system. Then within our service, users can always contact us if they have further questions, or want to arrange a follow-up session to go over anything again.
Do we need to prepare for any downtime?
Your business operations are also our priority, we want to help, not hinder! There are two things to consider here:
- Training-wise, we can stagger sessions to ensure you’ve always got someone answering the phones! We’ll talk about your needs as we plan the schedule.
- In terms of the migrating and moving existing systems into integrate, we’ve got lots of experience of this. We’ll be doing the work in the background to ensure the switchover is smooth, meets the timeframe we’ve agreed, and matches the training schedule we’ve planned together.
- Timings are important – no-one wants to be trained months in advance, only for it all to be forgotten. This won’t happen! We’ll manage the whole thing to protect your operational needs.
You may also want to look at our recent case study, ‘Your window into the benefits of using integrate.’
What equipment do you need?
Our training sessions are done over video call, so all you need is a computer, laptop or tablet with internet access.
Ideally your device will have a camera so we can see your faces as well! Our trainers ‘read the room’ and can more easily pick up on anything we need to go over again if the session is more interactive. Of course, this isn’t essential if any of your team are uneasy with this.
The integrate software can be accessed from any device with a web browser and an internet connection, but for mobile devices, tablets with larger screens are better than phones.
What part of integrate do you start with?
We start with the CRM module and how to create leads. Think of these as your first contact, with everything else in integrate based around these leads and linking back to them.
Once we’ve created a lead in the system, we can create a quote which gets us on to the fun part – the DrawingBoard. This is the most powerful part of integrate, but also the most complex, so we spend lots of the initial training session designing different windows and doors in the DrawingBoard.
We’ve found real benefits for the wider company seeing this, even if their day-to-day work doesn’t need them to. If you’re feeling especially keen, you might want to look at the integrate modules ahead of time.
- integrateCORE: for quotations and initial enquiries
- integrateCRM: for correspondence and managing the customer relationship
- integratePRO: for joinery companies manufacturing timber windows and doors
- integrateFIT: for companies installing windows and doors
Can we add in extra training if we add more users/modules?
Yes. It’s never ‘one and done’ with us.
Anytime you add a new user to integrate, we’re happy to provide an introductory training session for that person. Likewise, if you purchase a new integrate feature or module, we’ll provide training on how to use it.
Any other advice?
We’ll let you into a secret… even software developers are a bit resistant to new things. Yes, we said it, and it’s totally normal. Similarly, we know bringing new systems across your window and door company is a big deal.
You can rest assured we’ve done this many times. We’ll get you to that place of ‘we can’t remember life without integrate’.
We believe your best advocates, leaders and trainers are sitting in your offices and in your teams waiting to step up. So, as well as sending a senior leader to the initial training, ask these questions?
- Who are your ‘up’ people who speak optimistically?
- Who has got capacity and desire to progress professionally?
- Who could you free up to be your ‘integrate champion?’
Leaders from within are powerful weapons in the world of window and door software.
Is other support available?
Absolutely. There are several ways we can help after onboarding:
- We’re always happy to arrange follow-up training sessions – you can book a 30-minute support screenshare through our website.
- You reach us on our contact page, as well as seeing these details front and centre on the integrate login page.
- We also offer monthly webinars going over different aspects of the system or new features we‘ve just introduced. These are recorded so you can watch them later if you miss them live. These are available within integrate, under Info Hub, where you also access a back-catalogue of over 30 training videos.