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Onboard With An Expert

See how we’re different

Partner with a CSM for the life of your contract

When you adopt the Sharpen platform, you’re assigned a client success manager that’ll help you get the most out of the platform, for the life of your contract. This CSM will stay engaged with your team from your first implementation meeting through go-live. Then, after you’ve onboarded, your CSM will stay on your account as a strategic resource providing account guidance and long-term planning.

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Simplify your onboarding

Adopting new technology can be tough. From learning the functionality to developing the right processes for your team, it can be all-consuming. Having an active partner to help you get up and running faster opens your capacity to still manage your team while learning. Then together, we ensure your agents have a smooth transition.

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Make your transition smooth

Together with a project manager and CSM, you’ll customize your move to Sharpen by putting your requirements inside our six-phase implementation process. That means, together we’ll align on the full scope of your project, then put it into action as fast and responsibly as possible. And, our team will be standing right next to you to answer questions, train and help with team-wide adoption.

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Create the right experience for your customer

Meet customers where they are and get them where they want to be with a flexible toolset built for your unique business needs. Does your customer want to reach out through a live chat? Or maybe you want to pull in a product picture through a text or video chat? When you break out of the confines of traditional standards, you get to innovate and create an experience that’s truly one-of-a-kind.

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Customize your platform

Without the constraints of legacy code, you can start solving your customers’ problems in the ways that make the most sense to your experience, not dictated by your technology. In Sharpen, developers have access to customization tools and your CSMs are available to help you create the solutions you need to align goals, processes and experience for replicable satisfaction.

See Dev Tools

“The more of these things I get set up, the more I can’t live without them.”

Matt Benidt, CXO

Sandia Area Credit Union

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Add innovation to your experience

When you have the tools and training you need to be successful, without having to depend on a third-party for enablement, you can be more creative. While having a hands-on partner helps, having the knowledge independently means you’re able to move, add and change in any direction, at any time, as it makes sense for your experience.

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Training you to be more successful

While we’re always around to answer your questions, you’ll have the training and documentation you need to be confident using and managing the platform on your own. You have full access to the knowledge base and self-training resources to help with instructions, best practices and configurations. And, of course, your CSM and our Care team is always available when you need them.

See Documentation