How does onboarding work at Swivel?
Swivel onboarding is delivered through a combination of:
Self-service setup tools
Live training webinars held multiple times per day
Step-by-Step guides and videos in our Help Center
This approach allows users to get up and running quickly while ensuring consistent, expert-lead training.
Will someone migrate my data for me?
By default, customers are responsible for exporting, importing, and validating their data using Swivel’s self-service migration tools.
Swivel provides step-by-step guides, video tutorials, and live training sessions to support you through the process. These resources are designed to help you complete the migration confidently and efficiently.
If you prefer hands-on migration assistance, paid migration services may be available. Availability, scope, and pricing vary. To learn more, please contact the Swivel Sales team for additional information.
How do I know if my data imported correctly?
After completing your import, you are responsible for reviewing your data in Swivel to confirm accuracy before making Swivel your primary CRM.
Our training sessions and Help Center include guidance on what to review and how to spot common issues.
Do you offer one-on-one onboarding or training sessions?
No. Swivel does not offer individual onboarding or private training sessions.
All training is delivered through live group webinars and on-demand resources. This ensures consistent guidance, faster access to expertise, and the ability to learn alongside real-world examples and questions from other customers.
How do I ask questions during onboarding?
You have two options:
Attend live training webinars, where questions are encouraged
Submit a request through Swivel Support for account- or issue-specific questions
These are the only supported channels for questions and assistance.
Will I have an account manager or a dedicated contact?
Depending on your Subscription Level (SLA), you may have a designated Account Manager. All customers will work with our Customer Training Team for training and education, and our support team for questions, issues, and requests.
Does Swivel offer direct email or phone support?
Our support team is available to answer and questions. Depending on your support level (SLA), you may also have access to a a priority support queue (phone number, etc). See: How to Contact Swivel Support
How do I submit feature requests or feedback?
All feature requests and product feedback should be submitted through Swivel Support.
This ensures requests are properly documented, reviewed, and shared with our product team.
What if I need help after onboarding?
Support and training continue after onboarding:
Attend ongoing live webinars for deeper learning
Use the Help Center for workflows and updates
Submit questions or issues through Swivel Support at any time
If you’re unsure where to start, attending a live training webinar is the best first step.