I'd like to learn about your offerings, tell me more...

1. Visiting the resource center will give you a great introduction to the suite of apps available. Short introduction videos and one-pagers are available for you to download and share with your team. 

2. Schedule a meeting - When you are ready to talk to us, you can schedule a meeting and we will give you a more in-depth demo and discuss which solutions would align with your business objectives.

I am ready to sign my contract, and move forward! 

1. Identify a primary implementation person at your company who will be the lead in setting up VIP at your business.  

2. Review your contract.

3. Submit a signed contract and the accompanying documents to your sales rep: 

• ACH information 
• Current Item & Distributor List**
  
• Customer Info Sheet
• Your primary implementation person's contact information

**To be added to the implementation queue and be assigned an implementation rep, you must send us your completed item and distributor list using the form below. For help or instructions on how to complete the form, please watch the attached video.

Watch | How to complete my Item & Distributor List

Download Item & Distributor List Template

I've submitted my contract to VIP and I am in the implementation queue; what's next?

1. Kick-off call - Your VIP Account Manager will set up a kick-off call and introduce themselves. Together you will work with your Account Manager to customize your data environment to how you do business (~ 6 weeks)

To be prepared for your call, please be ready to share at least one month's worth of shipment data. This will help your implementation rep identify where shipments are going so they can more efficiently map your sales data in your future environment. 

2. Complete the training and onboarding process! Additional onboarding and implementation steps will be communicated to your established primary VIP contact.

Download and be ready to use these documents:

Turnover Documentation 

New Customer Project Charter

New Customer Training Plan