Salesforce Implementation Services Little differences. Big results.

Transcription

1 Salesforce Implementation Services Little differences. Big results.

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 Salesforce and other business software 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, Canpango 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 Canpango, you get a full team of consultants and developers who guide you to the results you re looking for and minimize stress along the way. Experienced Consultants Our US-based engagement teams include experienced project managers, Certified Salesforce Administrators and our in-house team of Certified Salesforce Developers. An Extension of Your Staff Your dedicated project team will likely include an Account Executive, Project Manager, Consultant, Salesforce Administrator and/or Developer. 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 Canpango 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 The Canpango team has really gone the extra mile for us. Their on-site training and ability to turn challenges into results has made our Salesforce experience much better. We purchased Salesforce hoping it could do what we needed and Canpango has made that a reality. Digging Deep to Get the Results You Want - Leo Basile, Vice President of Sales Abita Brewing Company HIRING US TO DO THE DIRTY WORK? SMART MOVE. Canpango 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, Implementation, 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

4 The Canpango team took the time to truly understand what we needed to get out of Salesforce and did a wonderful job helping translate the terminology of the tool into language we could understand. Their knowledge of the system was invaluable in setting us up for long-term success. Our implementation was well worth the investment! Canpango Offerings Health Check Simple changes can make a big difference. Our Health Check will help you determine if you re using Salesforce in the best ways to meet your company needs. Includes: Free one-hour discovery consultation, interviews with key stakeholders, professional Salesforce audit and recommendations plan. Packages: $ $4500 Quick Start for Sales Cloud or Pardot Get your Salesforce and/or environment up and running fast with a solid foundation for future configuration and customization. Includes: Requirements Workshop, Basic system design and configuration and post-implementation review. Add-on services such as data migration or Salesforce Console configuration available. Packages: $4000 for Pardot, $4500 for Professional Edition, $7200 for Enterprise Edition Salesforce Admin On Call Services Our on-demand administration services help keep your Salesforce environment aligned with your organization s needs and get everyday Salesforce initiatives off the ground. Our skilled Salesforce experts allow your in-house staff to focus on other key business priorities while ensuring that the backbone of your business stays strong. Packages: Ask your representative for details. Custom Salesforce or Pardot Implementation Dig deep into your needs and processes to set a strategic plan for the best way to execute Salesforce and/or Pardot within your organization. Packages: Ask your representative for details. Custom Integration or Force.com Development Packages: Ask your representative for details. - Jackie Gauger, Marketing & Communication Manager Children s Hospital of Wisconsin

5 Discovery Process: A Breakdown During Discovery sessions, Canpango consultants will guide your key stakeholders through in-depth discovery meetings to analyze current operational processes and challenges, plus future must-haves and ideas 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

6 Implementation Training Options PREPARING YOUR TEAM FOR SUCCESS Training is essential to a successful software rollout. In fact, we believe it s so important that we handle it ourselves with members of your project team. They ll create a practical, personalized program to transfer critical system knowledge to your staff and ensure that each department or role is well-prepared for success. Trainer/ Facilitator Admin Staff On-site* Method online online online 1-on-1 Admin/Mgmt group training plus, hands-on workshop for up to 25 end users Audience up to 10 end users Admin & end users Takeaway n/a Digital Custom Packet Digital Custom User Guide Custom User Guide * Additional fees may be required. SUPPORT MADE SIMPLE Canpango Support > 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 support ticketing system Salesforce Support 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 Salesforce is a trademark of salesforce.com, inc. About Canpango In our years of experience as a leadership team running large operating businesses, we ve been reinventing business process and crafting elegant solutions to day-to-day challenges. We quickly learned the value of embracing a flexible platform like Salesforce and putting it to work for us. Over the years, we ve sharpened our consulting and Salesforce configuration skills, and put them to use helping clients of all sizes and industries realize their potential.