Onboarding Matters: Why Great Pricing Starts Before You Even Go Live

When retailers invest in a price intelligence solution, most of the attention goes to features, automation, and data capabilities. But one of the most critical — and often overlooked — phases is onboarding.

Great onboarding is more than setup. It’s the foundation that turns a pricing tool into a scalable, strategic asset.

Let’s explore why onboarding matters, and what a great process should include.

Why Onboarding Isn’t Optional

Retail pricing teams are under pressure to move fast, deliver insights, and avoid costly mistakes. Dropping a new platform into the mix without proper onboarding only creates more work and confusion.

A strong onboarding process brings:

• Clarity on how the system fits into your current workflows

• Confidence that data, setup, and automation are reliable from day one

• Consistency in how pricing decisions are made and executed

At InsiteTrack, we treat onboarding as the most critical step in delivering long-term success. Because how you start determines how far you can go.

The Power of Consistent Communication

From discovery to launch and beyond, communication is everything.

A price intelligence solution touches many departments — ecommerce, merchandising, BI, IT. That’s why our onboarding process includes:

• A full discovery session to align on goals, systems, and category structure

• Clear documentation and milestone tracking

• A dedicated point of contact for accountability

• Regular check-ins and fast-response escalation

Good onboarding removes guesswork. It ensures every stakeholder is informed and aligned.

Automating Your Product Feed — and Avoiding Manual Chaos

Manual product feeds create friction and errors, fast.

That’s why a key focus of our onboarding is automating your product feed so that your pricing data flows accurately, consistently, and in real-time.

We help structure product data to:

• Ensure SKU consistency

• Map product attributes like brand, size, and pack configuration

• Link categories and tags that support segmentation

• Build a flexible feed that can scale with your product catalogue

This eliminates manual updates and allows your automation to perform at its best.

Product Matching — Why It’s Not a DIY Job

Many “plug-and-play” pricing tools expect you to match products yourself or rely on error-prone algorithms. That’s a shortcut that leads to bad data and bad pricing.

At InsiteTrack, we handle product matching for you — with a blend of human expertise and smart rules.

Our team ensures:

• Category-specific matching accuracy

• Sensitivity to regional brands and packaging

• Constant refinement to improve over time

A misaligned product match can lead to a misinformed price. We remove that risk from day one.

Training Isn’t Optional — It’s Mandatory

You wouldn’t hand someone a high-performance tool without showing them how to use it. Pricing tech is no different.

We build training into every onboarding experience — because the success of your platform depends on how confidently your team uses it.

We deliver:

• Training by user role (analyst, manager, executive)

• Walkthroughs on rule creation, alerts, dashboards, and insights

• Hands-on practice with use cases that reflect your real-world decisions

The result is not just usage, but adoption — the kind that delivers commercial value.

Onboarding Is the Foundation of Flexibility

Fast onboarding might sound attractive, but if it’s generic, rushed, or offloaded onto your internal team, you’re not setting up for success.

Effective onboarding:

• Mirrors your real workflows

• Aligns with your data structure

• Builds momentum for automation

• Ensures your team is confident and ready to scale

That’s why at InsiteTrack, onboarding isn’t a checkbox — it’s a strategic phase of partnership.

Your Pricing Tool Shouldn’t Slow You Down

Price intelligence is meant to streamline, not complicate.

With the right onboarding process in place, you get more than a launch. You get:

• Accurate data from day one

• Automation that fits your business

• A team that knows how to use the tool to its full potential

Because Onboarding Matters — not just for going live, but for growing strong.