Welcome to the 360 Intel family! We are thrilled you selected us as your partner in measuring and monitoring your customers’ experience with your brand.
To facilitate getting your program up and running as quickly as possible, please review the onboarding process below and ensure your Customer Relationship Manager (CRM) has all the info needed to complete your setup.
Should you have any questions, don’t hesitate to contact your CRM or the Client Help Desk at clienthelpdesk@360intel.com.
Let us know who your day-to-day contact will be, and your specific goals and objectives for this program. This will help your CRM monitor your program and guide you to see maximum success.
Provide your CRM with the desired schedule and frequency of your shops. Remember, you can always adjust after the program begins. Here are some tips for designing an effective schedule:
Review the sample template provided that is typical for similar business concepts. Provide any adjustments needed to your CRM.
List of users to have access to reports, and any hierarchy for reporting. Use the template below to submit your users and hierarchy to your CRM.
Provide us the list of locations with addresses that will be included in the program. Use the template below and send it to your CRM.
To ensure you see the most from your program investment, be sure you consider these other best practices for success: