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© Corvisa LLC. All Rights Reserved.
Salesforce®
Implementation ServicesLittle differences. Big results.
[email protected] | 877.487.9256 | www.corvisa.com© Corvisa LLC. All Rights Reserved.
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, Corvisa® 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 SuccessGetting the most out of Salesforce starts with the right implementation partner. With Corvisa, 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 Corvisa 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.
[email protected] | 877.487.9256 | www.corvisa.com© Corvisa LLC. All Rights Reserved.
Digging Deep to Get the Results You Want HIRING US TO DO THE DIRTY WORK? SMART MOVE. Corvisa 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: ASSESSA 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)
DESIGNUsing information gathered during Discovery, we’ll design a solution configured to fit your needs.
Key Steps: Specification Design & Configuration IMPLEMENTOnce 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
MANAGEProactive 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.
[email protected] | 877.487.9256 | www.corvisa.com© Corvisa LLC. All Rights Reserved.
Discovery Process: A Breakdown During Discovery sessions, Corvisa 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
“Our former implementation partner was slow to respond and the project wasn’t moving forward. Salesforce recommendedCorvisa 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 OfficerAll Star Vacation Homes
[email protected] | 877.487.9256 | www.corvisa.com© Corvisa LLC. All Rights Reserved.
Implementation Training Options PREPARING YOUR TEAM FOR SUCCESSAfter 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.
Trainer/Facilitator Admin Staff Staff (Add’l)* Onsite
BASELINE OPTIONS
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 n/aDigital Custom
PacketDigital Custom
User Guiden/a 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 n/aDigital Custom
PacketDigital Custom
User Guiden/a 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.
[email protected] | 877.487.9256 | www.corvisa.com
About CorvisaCorvisa brings customer success to the heart of every business interaction through our cloud-based communications platform, contact center technologies 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.
© Corvisa LLC. All Rights Reserved.
Support Made SimpleWhen you have a question or concern, the last thing you want is to jump through hoops to get an answer. We hear you. Corvisa 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.
Corvisa 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, email 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
“Corvisa delivered our Salesforce implementation three weeks ahead of schedule and on budget. They changed theirdirection to accommodate what we wanted and never battedan eye. It was a really good experience.”
- Chris LeFever, SVP-Director of Branch Business BankingAssociated Bank, N.A.
