InterWeave SmartSolutions

Welcome to Customer Onboarding.

InterWeave SmartSolutions offers a structured, 12-step onboarding process to facilitate seamless integration between your CRM and financial applications. This process is designed to be collaborative — involving both your team and InterWeave's Technical Specialists — to ensure the integration aligns precisely with your specific business processes and workflows.

Phase 1 — Initial Engagement (Steps I–VI) Phase 2 — Setup & Go-Live (Steps VII–XII)

I Step 1

Step I

Welcome Call or Meeting

InterWeave starts with a personal welcome call to introduce the platform and understand the unique needs of your organisation. This session establishes the relationship between your team and your dedicated InterWeave Technical Specialist, sets expectations for the onboarding timeline, and identifies any early questions or concerns.

Your Technical Specialist will be your primary point of contact throughout the entire onboarding process — from this welcome call through post-deployment optimisation.

II Step 2

Step II

Data Collection

Gather essential customer information to inform business decisions and tailor services to your specific needs. Three documents are collected at this stage:

Doc 1

Solutions Definition Document — defines the scope, integration objectives, and expected outcomes for your deployment

Doc 2

Solutions Technical Details Document — captures the technical specifications of your CRM, financial application, and connectivity environment

Doc 3

Documents submitted by Customer — any additional context, existing documentation, or requirements your team provides

III

InterWeave Resource Center

Read, watch, and share best practices.

Welcome to Customer Onboarding.