QNews

Edition #29

Implementation

The Importance of Getting Involved Early in QFloors/QFX Training

Jim Love
By Jim Love | Director of Client Success

Key Takeaways:

  • Start using QFloors/QFX early and often.
  • Work closely with your Implementation Team.
  • Ask questions when you need help.
  • Confidence comes through practice.

Have you ever seen a game where there are only seconds left, and suddenly everyone has to lock in, communicate, and execute to win? 

For some customers, beginning the QFloors/QFX implementation and training process can feel very similar. There can be excitement, pressure, uncertainty, and a feeling that there is a lot to learn in a short amount of time. One question I often get from new customers is: What can we do to make implementation easier? I usually tell them that there are two things that can help them get more comfortable and confident with their new software.

Get Involved Early

The customers who typically have the smoothest implementations and best long term success are those who jump in with both feet and actively use the software from the start of training.

There’s no substitute for hands-on experience. Learning QFloors/QFX is a lot like learning to drive for the first time. You can watch videos, observe someone else, and talk through it all day, but real confidence only comes when you get behind the wheel yourself. 

If you’re not sure where to start, here are a few simple things you can try:

  • Enter leads
  • Create sales orders
  • Get familiar with B2B
  • Explore key workflows
  • Navigate the screens your team will use daily
  • Try out different processes and steps
  • Create test or “dummy” orders to practice

Don’t forget that if you get stuck, you can always reach out to our client services team. We’re happy to walk you through things and point you to the right resources.

Trust the Process and Work With Your Implementation Team

Your Implementation and Training teams are here to help you get set up quickly and successfully. They take the time to understand your business and are focused on making your transition into QFloors as smooth and efficient as possible.

That said, implementation works best as a two-way partnership. The more engaged and responsive both sides are, the faster and smoother the process will be.

For the best onboarding experience, we recommend:

  • Keeping open communication with your Implementation Team
  • Asking questions whenever something isn’t clear
  • Sharing detailed information about your current processes
  • Staying actively involved throughout training
  • Using the client portal to communicate and complete tasks
  • Responding to tasks and requests in a timely manner
  • Trusting the process and staying patient as things are set up and refined

Confidence Comes Through Repitition

If you focus on these simple habits, the QFloors screens that once felt unfamiliar will start to feel routine, and the workflows that once seemed complicated will begin to make sense. The more you use the system in real day-to-day situations and work with our trainers, the faster it becomes a natural part of how you run your business.

The key is simple: the sooner you start using QFloors/QFX consistently, the sooner you’ll unlock what it can really do for your business.If you’re a new customer and still feel like you haven’t fully gotten up and running, even after a few months, that’s okay! It’s not too late! Our client services team is here to help you get back on track. Just reach out, and we’ll work with you to build a plan to move forward so you can get the most out of the system.

If you get hung up, have questions, or run into something you do not understand, please call our Client Services Team at 801-563-0140, Option 2.

Here’s to the future!

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