PROFESSIONAL SERVICES
What's actually included when you bring us in.

A platform is only as good as its rollout.

Our professional services team gets you live, integrated, and adopted properly — fast.

Here's exactly what that involves.

How our team can help

It's completely up to you how much our team is involved in your LivePreso instance. Some of our customers manage everything in-house or with a partner, some ask our team to handle everything. Most sit somewhere in the middle, finding a balance that best suits their way of working and their resources.

However much you would like us involved, here's how we can help.

  • Discovery & scoping. Mapping your systems, content, workflows and use cases before a single template gets built
  • Integration setup. Connecting LivePreso to your CRM, BI, ERP and pricing systems, configured for your specific data structure
  • Template & content build. Building your governed templates and business rules, based on how your teams actually sell
  • Rollout & training. Getting your reps, marketing and enablement teams using the platform properly from day one, not just technically able to
  • Ongoing support. Support that continues after go-live, as your teams, content and use cases grow
Methodology

Our rollout methodology is built to get you to value fast, without skipping the groundwork that makes adoption stick.

Discovery and integration work happen in parallel wherever possible, so you're live in weeks, not the months a typical enterprise platform rollout takes elsewhere.

Our suite of AI tools supercharge the process even further.

Related

More on how we help

The business case for bringing in expert help

Integrations

The systems we connect to as part of rollout

Services scaled to your organisation

LIVEPRESO CUSTOMER STORIES
FCM Travel Solutions (USA) achieves record productivity gains with LivePreso

LivePreso has enabled FCM Travel Solutions (FCM US) to automate their customer Quarterly Business Review engagements, and, as a result, realise enormous productivity savings.

Read the FCM case study
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See exactly what rollout looks like

Book a demo and we'll show you a full LivePreso implementation — from data to governed, interactive presentation — in under an hour.

Book a demo