Unmatched in the Industry.

Immediately after setting up your servers, we’ll schedule 2-3 web-based onboarding sessions covering the major functions of the system during the ensuing 3-4 weeks, based on your availability. Additional sessions may be scheduled according to your needs (special training for the accounting staff, training on lesser-utilized functionality of the platform, etc.).

In addition to extensive, searchable online documentation and manuals, the platform includes a variety of training videos that your staff members can view on-demand 24/7. On the second Wednesday of each month, we hold interactive Accio University webinars to demonstrate powerful or new features of the system and answer questions. Additionally, we offer customizable training manuals that you are able to send to your clients to make working with our platform even easier.

Next meeting:
Accio Power User Group
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Every February, we hold our annual Accio Power User Group meeting in Austin, Texas, with deep-dive sessions for new users of the system and functionality brainstorming sessions for veteran users. The meeting has quickly become a must-attend event and keeps growing every year.

Every February, we hold our annual Accio Power User Group meeting in Austin with deep-dive sessions for new users of the system and functionality brainstorming sessions for veteran users. The meeting has quickly become a must-attend event and keeps growing every year.

Accio Ready-Made Marketing.

Accio Ready-Made Marketing is collateral that’s ready for you to add your branding and send out right away. Accio Ready-Made Marketing includes:

Accio Turnkey Campaigns.

With Accio Turnkey Campaigns, we do all the work for you.

We’ll custom design an e-mail campaign using your logo – and even your e-mail address as the sender – announcing the new service offering. We’ll follow up with supporting e-mails at 30-day intervals with the call to action for your customer to contact you for more information. You will see and approve everything before it goes out.

What do you have to do? Not much. Just provide us with a logo, an e-mail address you’d like to use and a list of customers’ e-mails whom you’d like to receive the campaign (we’ll show you how to pull that from the system). We won’t send them anything without your knowledge and approval. You can add or remove customers or opt out altogether at any point.

We keep adding marketing assets as we roll out additional services and send you alerts to let you know they’re ready. Accio Data wants to add value to every aspect of your business because we all succeed together!

Helpful Links

Accio Data wants to add value to every aspect of your business because we all succeed together!

Helpful Links

Accio Data wants to add value to every aspect of your business because we all succeed together!

ON-GOING SUPPORT.

We provide web-based training sessions that cover our products’ major functions and training videos that your staff can access 24/7. We also offer marketing services, like email assets and campaign consulting, to increase your company’s visibility in the industry.

Onboarding Sessions

Special Training

Training Videos

ACCIO DATA The screening platform of choice for large CRAs – and those which plan to be.

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