You've chosen Jambo as your organization's stakeholder relationship management (SRM) software option, but what's the next step?
We're sharing our simple 5-step implementation process for new users and answering three of the most common frequently asked questions (FAQs) we receive about training, team use, and support!
Jambo's onboarding goals
- Introduce you to Jambo
- Get you up and running with the platform as quickly as possible
- Ensure you get the most value out of Jambo
- Align the way you use Jambo's features and workflows to best suit your goals
Jambo's 5-step implementation process
Our simplified and streamlined process includes the following five steps:
- Define your goals in the initial meeting
- Set up your project(s) to best meet those goals
- Import stakeholder contact lists and any other engagement records (if required)
- Training
- Follow-up and ongoing support
How long does it take to get set up in Jambo?
While several factors can contribute to your implementation timeline, we aim to get you started with Jambo as quickly as possible so your team can begin working towards your stakeholder engagement goals immediately.
Example timelines:
- Smaller organizations with limited data can be up and running the fastest (often in as little as two weeks)
- Organizations with more data, or more complex business processes, might take a few extra weeks (two to six weeks)
- Larger organizations with complex data requirements will take more time (~six weeks +)
We work alongside our clients and communicate clearly and transparently throughout the process, so you always know what to expect and when!
3 common implementation FAQs
At Jambo, we've worked hard to streamline our implementation process so that you and your team can begin using the platform as quickly and efficiently as possible, as we know critical tasks like managing stakeholder issues can be time sensitive and will need your attention immediately.
Our customer success team guides the Jambo implementation process, which is called Jambo onboarding. Part of our user-focused approach is ensuring that the Jambo onboarding process addresses common worries and concerns teams have about implementing specialized Stakeholder Relationship Management (SRM) software.
Below, we've addressed three of the most common FAQs related to SRM implementation:
1. Training
Question: We are a busy team and don’t have much time to learn how to use new software. How much time do we need to spend training? What if we need a training refresher?
After you discuss your goals with your Jambo customer success representative, our expert team will advise you on how to organize your data and set up your project(s) to efficiently meet your organization's needs.
After we set up your project and import any existing data, we start our hands-on training program!
Our talented team has designed the Jambo user experience to be understandable and easy, which makes training a breeze. On average, your team will be well-trained in Jambo within 1-2 hours.
As part of your training, we set up a practice project (or sandbox) for you. In the sandbox, your team can play around with the system and see how it works without affecting your real data.
Afterwards, you might have more questions, and our customer success team will be there to help you through it all.
For people who can't attend the training session, we can create a recording of it. Several of our customers prefer to train new employees themselves as they find Jambo very easy to use and explain—whatever is most convenient for your team works for us!
2. Getting your team to use the new software
Question: Once onboarding is complete, how can we ensure people use the software regularly?
At Jambo, we begin by defining your goals so we can understand what you're hoping to accomplish with our stakeholder relationship management software. Once defined, our team will work with you to set up your project(s) and propose digital workflows to use in your Jambo account to ensure your goals can be reached as easily and quickly as possible.
Simply put, we help you set up Jambo to meet your goals most efficiently.
Easy-to-use and efficient software naturally has higher adoption rates. Jambo is fast and easy to understand and use, so your team will enjoy using the platform. You'll see higher user rates (adoption rates) than you'd typically see with other traditional software platforms.
3. Access to support
Question: What happens after we are finished with the Jambo onboarding process? What if we have questions? Do we have access to support?
You join the Jambo community as soon as you become a Jambo customer. This gives you access to the Jambo knowledge library of how-to articles and videos designed to augment and reinforce initial training.
You can also count on check-ins from your customer success representative. These sessions can answer any questions that might have arisen since the last check-in or discuss new project goals and ways to use Jambo better to align with these goals. However, you don't need to wait for your check-in! You can log a ticket with our help desk, and our support team will quickly get back to you with the help you need.
Additionally, as Jambo grows, we continuously develop new features and updates. To ensure customers can fully take advantage of these new features, we host regular Jambo customer training webinars.
Your team's success in Jambo depends on its ability to use the platform. We're always here to support our Jambo community!
Next steps
Do you have more questions? We can provide a more detailed implementation guide if you need it for your software evaluation process. Contact us here.
If you're new to Jambo, you can book a 15-minute discovery call to learn how Jambo can help your organization manage its stakeholder engagement information faster and easier!
