Salesforce
®
Implementation Services
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.
Digging Deep to Get the Results You Want
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
- Leo Basile, Vice President of Sales Abita Brewing Company
“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.”
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: $1500 - $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.
“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!”
- Jackie Gauger, Marketing & Communication Manager Children’s Hospital of Wisconsin
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
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 hands-on workshop for up to 25 end users1-on-1 Admin/Mgmt group training plus,
Audience 2 - 4 2 - 4 end usersup to 10 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, email 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
