Onboarding Your BID Team & Data into PBID Manager: Best Practices

One of the biggest hurdles when adopting a new CRM is onboarding — migrating data, aligning workflows and training teams. With PBID Manager, because it’s built specifically for business improvement districts, we’ve developed best practices to make the process smoother.

Onboarding Action Plan

Key steps to properly onboarding your data and team:

• Step 1: Audit your current data
• Step 2: Clean and prepare property, assessment and business data
• Step 3: Map workflows and train your team
• Step 4: Launch and review

How PBID Manager Answers With Value-based Metrics

With PBID Manager you capture data at the granular level — by property/parcel, by incident type, by team, status and resolution time. Because everything is logged in one system, you can generate meaningful analytics and dashboards. The platform is purposely built for business improvement districts’ operational and reporting needs.

Example CRM Report Metrics:

With these key metrics, you can craft a visually compelling report to your board or respective stakeholder.

1. Audit your current data: Start by listing all your data sources: property/parcel records, business contact lists, assessment records, incident logs (trash, graffiti, parking, safety), team assignments and reporting formats. Identify duplicates, outdated entries, missing fields.
2. Clean and prepare property, assessment and business data: Because PBID Manager links addresses, parcels, assessments and business records, you’ll want to ensure your property data is accurate and up-to-date. Clean up property owner names, match parcels to assessment categories, validate business owner contacts. This pre-work ensures the system works flawlessly from Day 1.
3. Map workflows and train your team: Identify your key workflows: incident reporting (trash, graffiti), assignment to Clean & Safe team, resolution status, follow-up, analytics. Use PBID Manager’s built-in workflow features. Train field/office staff on the desktop systems and mobile-responsive functionality by practicing logging real-time incidents.
4. Launch and review: Once your data is loaded and your team trained, launch the system. Monitor usage in the first 30/60/90 days. Use analytics to check incident volumes, task completion, and the like. Identify any bottlenecks, refine your workflows, and celebrate quick wins to build momentum.

Additional benefits of using PBID Manager CRM

✓ Easy to Use
✓ Continuous Innovation
✓ Advanced Reporting
✓ Client Specific Coding

Conclusion

Onboarding properly will help you maximize value from your new PBID Manager CRM straight from the start. Ready to get started? Contact our Client Success team to schedule an onboarding walkthrough.