Salesforce Implementation Services

Transcription

1 Salesforce Implementation Services Little differences. Big results. SILVER CLOUD ALLIANCE PARTNER

2 We Go Above and Beyond Just Software LITTLE DIFFERENCES, BIG RESULTS. Even the best software is just that - software - if it s not implemented properly. We ve spent years implementing business software and Salesforce not only for clients, but for ourselves and our sister companies. What does that mean for you? It means we ve been in your shoes and we know the little things it takes to get an implementation right. From initial consultation to long-term support options, CorvisaCloud is committed to gaining an intimate knowledge of your business and ensuring that the time, money and effort you ve put into improving your business delivers big results. Making Your Life Easy and Your Project a Success Getting the most out of Salesforce starts with the right implementation partner. With CorvisaCloud, you get a full team of consultants and developers to guide you to the results you re looking for and minimize stress along the way. Experienced Consultants Our US-based engagement teams include experienced Engagement Managers, Certified Salesforce Administrators and Consultants, and our in-house team of Certified Salesforce Developers. An extension of your staff Your dedicated project team will likely include an Account Executive, Engagement Manager and/or Consultant, Salesforce Administrator and/or Developer, plus our friendly Customer Support department. They ll not only serve as software experts, but will become experts on your business and an extension of your team. Detailed processes, clear expectations Our detailed processes and proactive communications get you up and running fast to avoid any disruption to your business. You can expect: > Milestone-based project meetings > Weekly project status reports > Thorough system testing and acceptance review - by us and by you Technical advisors who speak your language Your CorvisaCloud team will ensure your Salesforce software aligns with your needs, plus they ll be able to explain it in a way that will make sense - even if you don t have a Ph.D in computer science.

3 Digging Deep to Get the Results You Want HIRING US TO DO THE DIRTY WORK? SMART MOVE. CorvisaCloud delivers solutions to tackle your present needs while positioning you for the future. We start with a learning-focused approach to understand your business needs, then help you translate them into software features and operational processes so that you get the most from your Salesforce investment. We ll also share best practices we ve learned over the years to provide you with countless ideas to streamline workflow. A PEEK AT OUR PROCESS: ASSESS A deep discovery process where we ll review and learn about your business to ensure that we clearly understand your current challenges and future goals. Key Steps: Discovery Session(s) DESIGN Using information gathered during Discovery, we ll design a solution configured to fit your needs. Key Steps: Specification Design & Configuration IMPLEMENT Once the design is validated, we ll configure your Salesforce environment. Depending on which version of Salesforce you purchased, we may also create a functional sandbox environment for you to test, review and approve. Key Steps: Prototype & Approval, Production Build & Testing, Onboarding, Go Live MANAGE Proactive communication and project status updates will keep you informed throughout the implementation. Training and managed service options will get you and keep you running strong with your new software. Key Steps: Project Status Updates, Pre-Go Live Training, Managed Services Options Implementation Packages Baseline (60 hours): Hit the ground running! Includes: Discovery, basic system design and configuration, and post implementation review with modifications. Kickstart (140 hours): Go from strategy to execution and beyond. Includes: Discovery, advanced system design and configuration, and post implementation review with modifications. Discovery (10, 20 or 30 hours): Dig deep into your needs and processes to set a strategic plan for the best way to execute Salesforce within your organization.

4 Our former implementation partner was slow to respond and the project wasn t moving forward. Salesforce recommended CorvisaCloud and we ve been impressed with how quickly they ve helped us turn ideas into real reports that we can use. - Brook Pfautz, Chief Business Development Officer All Star Vacation Homes Discovery Process: A Breakdown During Discovery sessions, CorvisaCloud consultants will guide your key stakeholders through in-depth discovery meetings to analyze current operational processes and challenges, plus future must haves and ideals based on your business goals. DISCOVERY SESSIONS MAY INCLUDE: Leadership Discovery: Meet with executive staff and key operational leaders to: > Establish a global view of company and technology goals > Understand individual department needs and goals in breakout sessions > Define expectations, pain points, strengths & opportunities > Outline current and desired workflows to provide maximum long-term flexibility and visibility Front Line Discovery: Meet with department managers, front line agents and support staff to: > Gain understanding of current support processes, challenges and initiatives > Outline or observe workflow to analyze efficiencies > Survey frontline staff for ESAT and CSAT Technical Discovery: Meet with IT, development and other key technical staff to: > Analyze enterprise network, key applications and alignment with future objectives > Identify shortcomings, pain points and successes with current applications Deliverables: On-site Review Report and/or Needs Analysis Report that details: > Analysis of the universal company goals > Breakdown of costs and benefits by business unit > Overall technology and operational recommendations by business unit > Product and implementation recommendations & pricing > Future project timelines based on recommendations

5 Implementation Training Options PREPARING YOUR TEAM FOR SUCCESS After your Discovery session, training can be the most important part of a successful software roll out. In fact, we believe it s so important that we handle it ourselves with members of your project team and our skilled training specialists. They ll create a practical, personalized program to transfer critical system knowledge to your staff and ensure that each department or role is using the system in a way that works for them. BASELINE OPTIONS Trainer/Facilitator Admin Staff Staff (Add l)* Onsite Duration 2 hrs 2 hrs up to 3 hrs up to 3 hrs 2 full days Method online online online online 1 on 1 Admin/Mgmt group training; plus, hands-on workshop for up to 25 end users Audience up to 2 up to 2 up to 10 end users up to 10 end users Admin & end users Takeaway Packet User Guide Custom User Guide Cost $1,100 $1,500 $2,000 $1,200 $5,000 KICKSTART OPTIONS Duration 4 hrs 4 hrs up to 5 hrs up to 5 hrs 2 full days Method online online online online 1 on 1 Admin/Mgmt group training; plus, hands-on workshop for up to 25 end users Audience up to 4 up to 4 up to 10 end users up to 10 end users Admin & end users Takeaway Packet User Guide Custom User Guide Cost $2,000 $2,700 $3,200 $2,000 $7,000 * can only be purchased as add-on to original Staff package purchase Salesforce is a trademark of salesforce.com, inc.

6 CorvisaCloud delivered our Salesforce implementation three weeks ahead of schedule and on budget. They changed their direction to accommodate what we wanted and never batted an eye. It was a really good experience. - Chris LeFever, SVP-Director of Branch Business Banking Associated Bank, N.A. Support Made Simple When you have a question or concern, the last thing you want is to jump through hoops to get an answer. We hear you. CorvisaCloud support is driven by the people who built and implemented your solution with you so that the people you talk to get it from day one. CorvisaCloud Support Offers: > A 10-day transition from your project team to our Customer Service team > Convenient support outlets during your transition period with business support hours: > Concierge phone, and chat support > Online help documentation > Knowledgebase access > Online support ticketing system Ongoing Managed Admin Services: As your business evolves, your Salesforce environment may need to evolve as well. Our Managed Admin Services give you access to on-demand administration services to keep your Salesforce environment in line with your organization s needs after your initial implementation. Managed Admin Package: $2,000 per 10 hours Salesforce Support: Looking for everyday technical support for your Salesforce environment? With each Salesforce license, Salesforce provides access to Salesforce s Standard Success Plan training and support, which includes: > Access to the Salesforce Getting Started online course catalog > Online assistance through knowledge articles and community resources > Online case submission About CorvisaCloud CorvisaCloud brings customer success to the heart of every business interaction through our cloud-based communications software platform and consulting services. We help businesses work smarter, save money, and make customers happier and with our passion for service, we make getting there an enjoyable experience.