Set Up Your System With Expert Onboarding and Support
We make adopting new recycling software easier with a proven onboarding process, expert implementation and responsive support every step of the way.
How It Works
Start With a Custom Implementation Process
From kick-off call to go-live, our onboarding and implementation plan follows a structured framework while remaining highly tailored to your workflow.
Kick-Off Call
We review your workflow, operational requirements, goals and timeline to map out your processes and build a custom plan tailored to your business.
Database Set Up
We import your customers, suppliers, products and other information ahead of training, so your team works with familiar data throughout onboarding.
Team Onboarding
We carry out hands-on training sessions that cover your operations from beginning to end, helping your team understand how they will use the system day-to-day.
Go-Live
We help connect your accounting system and provide ongoing support as your team begins using cieTrade to manage daily operations.
How It Works
Start With a Custom Implementation Process
From kick-off call to go-live, our onboarding and implementation plan follows a structured framework while remaining highly tailored to your workflow. Our onboarding specialists work alongside your team throughout every step of the implementation process, helping to simplify the transition to cieTrade and providing everything you need to be successful.
Client Testimonials
Hear From Our Clients
With over 20 years of experience working with recycling and commodity trading companies, our team understands what it takes to provide effective onboarding, implementation and support services.
cieTrade’s customer support has been top-notch from start to finish. Every single person that we spoke to— whether it was over email or a phone call— was incredibly knowledgeable and a pleasure to work with.
Kiran Singh, Pasha Recycling
cieTrade is one of the best software companies we have ever worked with. The product is excellent, but what truly sets them apart is their customer support. I cannot recomment them highly enough.
Dawn Selis, Georgetown Paper Stock
After getting our database set up, having a support team that understood our business and was always available to assist us made it much easier for our team to quickly go live with the system.
Jonna Russell, CI Forest Products
Support Resources
Get Answers, Training and Support When You Need It
We provide a range of training, support and self-service resources designed to help your team work more effectively, get answers quickly and continue getting value from cieTrade long after go-live.
Online Training Sessions
Attend live online training sessions tailored to your workflow and day-to-day operational processes.
Email & Phone Support
Connect directly with our support team for assistance with questions, troubleshooting and more.
24/7 AI Assistant
Get instant answers about system functionality, workflows, and daily tasks with built-in AI-powered assistance.
Help Center
Access hundreds of support articles, how-to guides and instructional resources about our system features.
Don't Let Implementation Concerns Hold You Back
Moving to a new business management system doesn’t have to feel overwhelming. Our team works closely with yours to help simplify onboarding and prepare your operation for a successful go-live.
Related Resources
Want to learn more about onboarding and support?
Want to learn more about onboarding and support? Check out these helpful resources.
FAQ
Frequently Asked Questions
Need more information about the onboarding and implementation process? Here are a few answers to some common questions.
What do we need to prepare before implementation starts?
Before onboarding begins, your team will provide customer, supplier, product, pricing and accounting data along with details about your workflows and operational processes.
How long does the data upload process take?
Data upload timelines vary based on the volume and complexity of your master data. Our onboarding team provides detailed upload templates for your team to fill out, making it faster and easier to import customers, suppliers, products and more into your new database.
How are user roles and permissions set up?
User roles and permissions are configured based on your operational structure, allowing teams to access the tools, workflows and information relevant to their responsibilities.
How much support do we receive after go-live?
Our support team remains available after go-live to answer questions, assist with workflows, troubleshoot issues and support your team as they continue using cieTrade.
Do you provide support if we add new business lines or locations?
Yes. cieTrade is designed to support evolving operations, and our team can assist with onboarding new locations, mapping new workflows, adding new materials and incorporating new business processes over time.
Does cieTrade offer in-person training?
Yes. In-person training may be available depending on your operational requirements, location and implementation scope. Online training sessions are also available.
Interested in Learning More?
Learn how cieTrade can meet the unique needs of your trading or recycling business with an online demonstration tailored to your specific areas of interest.