Implementation

Expert assistance for onboarding, navigating Accelo and training your team

Why work with our Professional Services team?

Out-of-the-box platforms can leave you high and dry — losing money and time. At Accelo, we believe in getting your deployment set up correctly from the start, so you can increase efficiency and profitability right away.

Access to Expertise

Achieve your business objectives with guidance from a dedicated product expert.

Time and Money Savings

Let us handle the heavy lifting of setting up your account and processes.

Long-Term Results

Gain maximum value from your investment by building a solid foundation.

Choose from three tailored packages and prepare for lasting success with Accelo.

1. Self-Starter

The choice for tech-savvy clients experienced with setting up software platforms who are ready to own account setup, training and change management for their team.

This package includes:

An Accelo setup checklist with validation instructions

A library of recorded team trainings to support rollout

Live Q and A calls with an Accelo expert for setup support

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1. Self-Starter

2. Account Setup

An implementation package for clients who are tight on time and want help setting up Accelo but are comfortable with handling change management internally — training their team after setup and finalizing rollout.

This package includes:

Account setup by an Accelo expert, including one import of company and contact data and one import of users

A library of recorded team trainings to support rollout

Live consultative calls with an Accelo expert

Book a Demo

2. Account Setup

3. Full Implementation

Our most robust and comprehensive implementation package, built for clients who want extra assistance with setting up the platform and managing the Accelo rollout to their team. This is an opportunity to develop a relationship with our Professional Services team as they guide you in achieving digital transformation.

This package includes:

Account setup by an Accelo expert, including any necessary imports (CRM, users, sales, projects or tickets)

Custom change management plans based on best practices to ensure a smooth transition to the platform

Live calls with an Accelo expert, including setup consultations and customized, live team training

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3. Full Implementation

See what our clients have to say

David Marcussen

Managing Partner and Founder

Marcussen Consulting "Accelo has enabled us to very clearly identify the types of clients and work that make money. As a result, it’s contributed to massive changes in the landscape of the business."

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Martin Gamble

Managing Director

“We used to spend a whole day every week invoicing our customers. With Accelo, the same task now takes us about five to 10 minutes.”

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Nathan Thomas

Chief Operating Officer

“We’ve moved from being experienced people making decisions based on their gut instinct to a data-driven organization. In two years of using Accelo, we have doubled in size and revenue and quadrupled the number of projects."

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Marc Avila

Former Founder and CEO

"Before Accelo, we didn't know how much time we were spending with every client — or how much money we were losing. If a client bought a 24-hour support agreement, we were likely spending 36 hours of support. We didn't have the capabilities to report on that, so we were just giving away our services for nothing."

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Susie Schade

President and CEO

“There are a lot of project management and ticketing systems out there, but Accelo is the only one that handles both retainers and projects in one. Our team members work on both one-time and recurring work, so we desperately needed to track where their time was going for each type of contract.”

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Amanda Retzki

Service Delivery Specialist

“We no longer have to use multiple tools for project quoting and project management. Everything is now in one system, which is a time-saver for our client services team and one less system we need to have a contract for.”

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Sam Arseneau

Founder and CEO

“Accelo offered a lot of flexibility, a lot of customizations and triggers — some intelligence — that the other tools just didn't have at all."

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Take the fast lane to your business goals

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