In this article, we’ll provide an overview of your AppExchange Chat onboarding journey. We'll introduce you to the experts at Qualified who will assist you with the AppExchange Chat setup and help you determine who on your team to involve.
Meet Your AppExchange Chat Experts
- Salesforce AMP Team
- Qualified Onboarding Consultant
- Qualified Technical Support
Attend a Kick-off Call
We’re excited for you to start your AppExchange Chat journey!
Once you've signed a contract with the AppExchange Marketing Program (AMP), you'll receive an email from your Qualified Consultant asking you to attend a kick-off call.
Kick-off calls are webinar style and are scheduled every Monday at 8am PT and 4pm PT. We’ll provide a detailed overview of the AppExchange Chat program and how we’ll work together over the coming weeks to bring AppExchange Chat live to your listing.
Didn't receive the email? Contact the Qualified Technical Support team to let us know.
Meet 1:1 with the Qualified Onboarding Team
After the kick-off call, we’ll set up a 1:1 call with the Qualified Onboarding team. The purpose of the call is to orient your team to AppExchange Chat and explain how we’ll work together to bring AppExchange Chat to your listings.
During this call, we’ll also ask for a few details about you, your team, and your business. These details help us design unique experiences on your listings tailored to your business integrated systems, such as Salesforce and Pardot, so AppExchange Chat integrates seamlessly with your existing business processes. Use the AppExchange Chat workbook (shared by the AMP team) and include this information for your onboarding team. The more information you bring to the 1:1, the faster we can get started.
During the 1:1 kick-off call with your Qualified Onboarding team, you'll receive your login to AppExchange Chat. Your Qualified Consultant will add your sales team later on during the sales training process.
Summary
The AppExchange Chat onboarding journey is a collaboration between your company, the Salesforce AMP team, and Qualified. After you sign a contract with the AppExchange Marketing Program, you’ll join the Qualified team for a kickoff call. Next, you'll work with your Qualified Consultant to share information about your business and key personnel, and from there begin your journey towards go-live.