Sisu

Here's the typical implementation process for Sisu software:

• Project kick-off call: An initial meeting with an Implementation Coach to start the process.

• Data migration and import: Sisu helps import historical data, including transactions, activities, and agent rosters.

• Integration setup: Connecting Sisu with existing systems like CRMs.

• Configuration: Setting up task lists, commission plans, and data capture forms.

• Training: Watching core concept videos to understand the platform basics.

• Mobile app setup: Downloading and setting up the Sisu mobile app for on-the-go access.

• Account reviews: Regular check-ins with the Implementation Coach.

• Live meetings: Zoom calls at critical checkpoints for training and clarification.

• Team onboarding: A webinar-style presentation to train and motivate agents on using the system.

• Go-live: Fully implementing Sisu into daily operations.

Sisu offers several customization options to fit specific business needs:

• Custom dashboards: Users can create customized dashboards to display key performance indicators relevant to their specific business.

• Customizable forms and fields: Sisu allows users to create custom forms and fields for transaction management, tailoring the system to their specific workflow.

• Task templates: Users can create custom task templates for transaction management, streamlining their unique processes.

• Commission plans: The platform allows for the setup of custom commission plans to match specific business models.

• Integrations: Sisu integrates with various CRM systems and other tools, allowing businesses to connect their existing tech stack.

• Branded client portal: Teams and brokers can create a fully branded client portal, customizing the client-facing aspect of their business.

• Custom notifications: Users can set up automated notifications based on their specific needs and preferences.

• Customizable reporting: The platform offers customizable financial reporting to match specific business requirements.

• Vendor collaboration: Sisu allows for customization of vendor task, transaction, and document collaboration features.

• Gamification: Users can customize leaderboards and challenges to motivate their team in ways that align with their business goals.

• Mobile display options: The platform offers customizable mobile display options for on-the-go access to important data.

• Business hours settings: Users can customize business hours and availability settings to match their operating schedule.

• Data visualization: Sisu allows for customization of how data is visualized and presented, enabling businesses to focus on metrics most significant to them.

• Role-based access: The system offers customizable user roles and permissions to match organizational structures.

• Custom lead source ROI tracking: Businesses can set up custom lead source tracking to measure ROI across their entire transaction cycle.

Sisu offers several types of training and support to new users:

1. Implementation Coach: New users are assigned an Implementation Coach who provides direct phone and Zoom support throughout the onboarding process.

2. Real-time chat support: Sisu offers a chat bubble in the bottom-right corner of their platform, allowing users to reach out to the support team. The team typically connects with users in less than 3 minutes.

3. Email support: Users can contact the success team via email at [email protected].

4. Onboarding process: Sisu has a structured onboarding process with five basic steps to get users started. This process is designed to be simple and straightforward.

5. Core concept videos: As part of the onboarding process, users have access to core concept videos that explain the platform basics.

6. Knowledge base: Sisu maintains a knowledge base with articles to help users understand and use various features of the platform.

7. General onboarding video: There's a YouTube video available that provides an overview of the Sisu platform and its core concepts.

8. Ongoing support: The Implementation Coach conducts regular check-ins and live Zoom meetings at critical checkpoints for training and clarification.

9. Team onboarding: Sisu offers a webinar-style presentation to train and motivate agents on using the system.

• Regular policy reviews: Sisu mentions regularly reviewing their retention policy to ensure compliance with data protection laws and regulatory requirements.

• Data protection compliance: The company appears to adhere to data protection laws, which likely includes measures to protect user data.

• Controlled data sharing: Sisu allows users to decide what information they share, indicating some level of user control over data.

• Third-party data transfers: When transferring data outside the EU/EEA, Sisu ensures that safeguards recognized by GDPR are used, suggesting compliance with international data protection standards.

• Privacy and security practices: The company have established privacy and security practices,

Sisu’s policy on data ownership and portability emphasizes user control and transparency. Here are the key points:

• Data Ownership: Users retain ownership of their data. Sisu acts as a custodian, ensuring that the data is securely stored and managed.

• Data Portability: Sisu supports data portability, allowing users to export their data in a structured, commonly used, and machine-readable format. This enables users to transfer their data to other services if they choose to do so.