Onboarding with GTM Engine

Phase 1: CRM Integration Foundation

1. Confirm CRM Field Creation
   • Verify all required fields from the integration guide pre-work are properly created
   • Test field accessibility and data types
2. Establish CRM Connection
   • Connect primary CRM system
   • Verify connection stability and data access
3. Execute Field Mapping Sequence
   • Step 1: Map Account fields (CRM → GTM Engine)
   • Step 2: Map Opportunity fields
   • Step 3: Map Contact fields
   • Step 4: Wait for sales stages and names synchronization

Phase 2: Core Configuration

Location: Settings > Configurations

Configure the following components in sequence:

• Sales Stage Configuration: Confirm stages, names, and add entry/exit criteria
• Health Scoring Guidelines: Confirm or update scoring parameters and thresholds
• Competitors List: Input competitive landscape data
• ICP Definition: Define Ideal Customer Profile parameters
• Company Value Proposition: Document core value propositions
• Fiscal Year Start: Set fiscal year calendar alignment

Phase 3: Team and Access Management

1. Team Member Verification
   • Review imported team members list
   • Modify roles and permissions as necessary
   • Assign appropriate quotas
2. Team Structure Setup
   • Define organizational hierarchy
3. Fields Configuration
   • Access Control: Define editable vs. read-only field permissions
   • Field Addition: Configure additional fields as needed:
     • Standard manual fields
     • GTM Engine AI fields
     • GTM Engine Analysis fields
   • Scope: Apply configurations to Opportunities, Accounts, and Contacts

Phase 4: Integration Ecosystem

1. Call Recording Integration
   • Supported Platforms: Fathom, Gong, Sybill, etc.
2. Communication Integration
   • Supported Platform: Slack integration setup

Phase 5: Personal Profile Setup

Stakeholder Actions:

• Connect G-suite account integration
• Sync calendar integration
• Update personal quota settings (if applicable)

Post-Configuration Processing

Synchronization Phase

• Initial Sync: Data synchronization begins immediately
• Processing: Allow 24 hours for complete data processing and analysis
• Monitoring: Track sync progress and resolve any conflicts

Team Activation

• Timing: After processing completion
• Method: Use mail icon in “Settings > Team Members” page
• Action: Send invitations to all team members
• Follow-up: Ensure successful account activation for all invitees

Success Criteria

• [ ] All CRM fields successfully mapped and syncing
• [ ] Core configurations completed and validated
• [ ] Team structure established with appropriate permissions
• [ ] Integrations active and data flowing
• [ ] All team members successfully onboarded and active
• [ ] Data processing completed without errors

Common Troubleshooting

• Permission Issues: Escalate to admin-level contacts immediately
• Sync Delays: Allow full processing window before escalation
• Field Mapping Errors: Verify field types and naming conventions
• Integration Failures: Confirm API credentials and permissions