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Implementation & Training

We place great importance on your implementation and the onboarding of your team. We understand that introducing a new business system for your agency is a process that requires careful planning and change management, especially if your agency has never used such a system before.

We follow our agency's best practice template for every implementation. This template is based on years of experience and numerous successful implementations with other agencies. It ensures that we ask the right questions, enabling you to provide us with the necessary information for configuration and processes. Our experienced agency experts will guide you through our best practice process, and together we can determine if any adjustments are needed to align it with your unique workflow. We take great pride in delivering successful implementations.

We provide build-in data import templates that allow you to seamlessly import your existing data into Magnetic.

Flexible onboarding solutions to fit your budget and needs
Let's customise your journey!

If you have a tight budget or prefer a more hands-on approach, we offer a streamlined onboarding program. This program requires you to take on the bulk of the work, but we are happy to discuss various options and customise a program that fits your specific budget and needs. Let's have a conversation about the available choices.

Once the implementation is successfully completed, you will be transitioned to our experienced Customer Success Management team. We understand the importance of timely support, and we strive to respond to support tickets within just a few hours.

Agency process
Agency People

Unlike other software providers, we don't have any limits as to how many tickets you can raise in a month. Ask away. We are always here to help you. 

Adding a new employee to your team or do you just need a refresher? You need to focus on important agency stuff. Allow us to take care of the training. The first week of each month we host a free training webinar. Content is focused on Account Services and Finance people. 

WHAT OUR CLIENTS SAY ABOUT US

Overall very good. Any queries I have are dealt with quickly, amends to the system are taken on board and brought in if the development team feel it will benefit all companies who use the system. The staff who I have dealt with are excellent and happy to dedicate time to talk through issues.
 

Some of the worlds greatest companies trust us.

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