Client Support and Success

The Support You Need for the Success You Deserve

Launching into Success with Tracker

**When you receive onboarding with Tracker, we’ll build a customized onboarding plan together that’s designed to help you reach your most important goals, faster. With an onboarding plan aligned to your company goals and tech stack, we’re here to help you — every step of the way.

Tracker Onboarding Overview

**Tracker Onboarding is designed for new customers using Tracker software for the first time. We’ll guide you on how to flex your best Tracker muscles: you’ll get recommendations on how to utilize your data in Tracker, learn how to create automation and nurturing processes, and get best practices around lead generation and qualification — all with your business objectives in mind.

Your Tracker Onboarding Plan May Include The Following

**Tracker’s experts will design an onboarding plan for you based on your priorities, the size and complexity of your organization, Tracker plan(s) you’ve purchases, as well as your current tech stack.

STARTER PLAN

PRO PLAN

UNLIMITED PLAN

  • Setup Call
  • Access to Academy Learning Portal
  • Job Board Integration
  • Recruitment Workflow Training
  • CRM & Sales Workshop Training
  • Back Office Training
  • Admin Training
  • Data Migration / Import Consulting
  • Technical consulting*
  • Business strategy consulting
  • Base Cost with Standard Inclusions
  • $250
  • $3000
  • $6000
  • Cost for Additional Training
  • $150/hour
  • $150/hour
  • $150/hour

What is Included in Onboarding and Training?

Check out this sample of onboarding plan inclusions with the most popular training topics for success. When you purchase a Tracker plan, the goals and tasks in your onboarding plan will be aligned to your specific business needs.

Setup and Configuration

Work with a dedicated Tracker Implementation Manager to pre-configure the main parts of your database prior to you going live. 

  • Naming Conventions
  • Record Types and Statuses
  • Workflow
  • Customizations
  • Integrations
  • Setting up Users
  • User Group Configurations

Admin Training

Runs through the tools menu of Tracker to allow you and your team to understand how to make changes.

Recruitment Workflow Training

This training covers the core system in Tracker. Training will walk the entire company step by step through your personalized Recruitment Workflow steps in detail supporting the role of the Account Executives & Recruiters.

  • Navigating the Job Record​
  • Posting Jobs to Website and Job Boards​
  • Searching Tracker and Job Boards​
  • Sourcing in the Longlist​
  • Adding Candidates to the Shortlist​
  • Sending Candidate Resumes​
  • Arranging Candidate Interviews​
  • Extending an Offer​
  • Placing a Candidate in Working Status

Recruiting Tools & Best Practices​

This training covers how you can use Tracker and our recruiting tools to optimize your processes and build best practices.

  • Using Tracker Add-in’s​

  • Setting Up Watchdogs​

  • Managing Activities and Creating Follow Ups​

  • Working your To-Do List​

  • Best Practices around List and Saved Views​

Navigating Tools & Settings

  • Setting Up a New User​
  • Understanding User Groups​
  • Template Creation​
  • Reinstating Deleted Records​
  • Using Custom Forms/Web Forms​
  • Purchasing New Licenses​
  • Using the Layout Designer​
  • How to Add Custom Fields​
  • Audit History Viewer

CRM & Sales Workshop Training

This training covers how to create Leads, Activities, and Customized Dashboards in Tracker.  These tools can be used by both the Recruitment and Sales Team. This training is to help the teams keep their days organized.

  • Creating Leads in the System​
  • Lead Nurturing through Sequences and Campaigns​
  • Lead Qualification​
  • Setting Up Individual and Team KPI’s​
  • Creating and Managing Dashboards

Automation

  • Creating Send List​
  • Understanding Sequences for Business Development and Onboarding​
  • Developing a Sequence​
  • Creating a Campaign​

Reporting in Tracker

  • Building Reports within Tracker​
  • Adding Reports to your Dashboard​
  • Setting up scheduled reports

Utilizing Projects and Timesheets​

  • Onboarding a Candidate​
  • Converting a Job to a Project​
  • Creating Project Tasks​
  • Assigning Task to Candidates​
  • Setting up Timesheets​
  • How to log time from the candidate portal​
  • How to send Timesheet Approvals to the client​

Back Office Training

Working with your back office team to train on timesheets and process to ensure a smooth transition to Tracker.

  • Raising an Invoice​
  • Marking an Invoice As Paid​
  • Managing payment settings​
  • Linking your QuickBooks account​
  • Managing Past Due Invoices and Bad Debt

A Team of Client Support Managers to Drive Your Success

**Tracker's team-based customer success approach is designed to provide you with specialized assistance. Because your business presents unique challenges, we’ll leverage our flexibility across the team to align you with the best solution. We are here to serve you as your main point of contact at Tracker, can connect you with the right resources and help develop a strategy for leveraging the software.

Customer Support is Included (and Free) in Every Tracker Plan.

THE ACADEMY LEARNING PORTAL

Learning modules and training videos to further guide your team through Tracker training and onboarding.

CLICK TO LEARN MORE

CHAT WITH US

If you have a quick question or want to know how to get started with a support or success project, drop us a quick chat.

CLICK TO OPEN CHAT

CALL US

If you’d prefer to speak with a live support person, you may call us directly at the phone number below.

619.483.4082

RAISE A TICKET

Best for submitting specific faults, specific requests for support, or unique development or feature requests.

GO TO CLIENT PORTAL

BOOK A MEETING

Access our support team group calendar to find the best day and time for you to book a support call.

BOOK A MEETING

Maximize the Power of Tracker

With Tracker Services, you grow with the guidance that fits your needs and safeguard against blind spots. We align our product, technical, and strategic expertise to your goals so that you get the most out of Tracker.

one time project

Work with a dedicated Tracker Product Specialist to one a one-off project to help optimize your experience with the Tracker software, including Custom Report Building, API Integrations, and more.

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AD HOC TRAINING

Have a Tracker Product Expert give a personalized training for new system admins or for specific goals such as workflow optimization training or new feature optimization training.

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Consulting

Work with a Tracker subject matter expert on a one-time or ongoing basis to achieve strategic goals with Tracker through consulting on recruitment workflow, automation, marketing, sales, back office and more.

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ONE TIME PROJECT

**With one-time technical consulting, you’ll have a dedicated Technical Consultant who will listen to your goals, and design a plan to get you where you want to be. We’ll work to understand the scope of your technical project, design a solution, and support your team through the implementation.

Custom Report Building

  • User Activity Report
  • Open Jobs Report
  • Trend Report
  • Open Jobs by Client
  • Submittal Report
  • Timesheet Report (if applicable)
  • On Assignment Report

Custom API Integration

  • Zapier
  • Hubspot

 

Optimizing Common Integrations

  • Rocket Reach
  • Job Feed
  • ZipWhip
  • Paiger
Price$150 per hour
SettingRemote
DurationVaries

AD HOC TRAINING

Have a Tracker Product Expert give a personalized deep dive on the topic or audience of your choice.

Training New System Admins

  • Setting Up a New User​
  • Understanding User Groups​
  • Template Creation​
  • Reinstating Deleted Records​
  • Using Custom Forms/Web Forms​
  • Purchasing New Licenses​
  • Using the Layout Designer​
  • How to Add Custom Fields​
  • Audit History Viewer

Workflow Optimization Training

  • Navigating the Job Record​
  • Posting Jobs to Website and Job Boards​
  • Searching Tracker and Job Boards​
  • Sourcing in the Longlist​
  • Adding Candidates to the Shortlist​
  • Sending Candidate Resumes​
  • Arranging Candidate Interviews​
  • Extending an Offer​
  • Placing a Candidate in Working Status​

New Feature Personal Training

  • Feature Release Deep Dive
Price$150 per hour
SettingRemote
DurationVaries

CONSULTING

Work with a Tracker specialist on a one-time or ongoing basis to achieve strategic goals with Tracker.

Customization Optimization

Recruitment Workflow Consulting

  • Navigating the Job Record​
  • Posting Jobs to Website and Job Boards​
  • Searching Tracker and Job Boards​
  • Sourcing in the Longlist​
  • Adding Candidates to the Shortlist​
  • Sending Candidate Resumes​
  • Arranging Candidate Interviews​
  • Extending an Offer​
  • Placing a Candidate in Working Status​

Automation Consulting

  • Feature Release Deep Dive

Marketing Consulting

Sales & Leads Optimization

Back Office Consulting

Price$150 per hour
SettingRemote
DurationVaries

Tracker offers an extremely intuitive, clean, and easy to use design and navigation. Included in the base product are functionality and features that you almost always have to purchase separately or pay more for elsewhere.

And the Tracker customer service support is, quite frankly, among the best I’ve seen.

I would strongly recommend Tracker in both my capacity as a current user, and a long time IT executive and buyer of software systems.

Tracker