A Vivigent deployment is a dedicated appliance, the roles you assign to it, the playbooks they run, the tools they connect to, and the support that keeps it healthy, all configured to how your team works.
We scope the roles, integrations, and environment that fit your team.
Choose appliance tier, form factor, roles, playbooks, and integrations.
Your dedicated appliance is built and sealed for your organization.
The appliance is deployed inside your environment.
Approved tools are connected; coworker roles and playbooks are assigned.
Proactive support and scheduled check-ins begin.
Installation, configuration, and setup are handled in one remote Zoom session with your technical contact. Most sessions take under two hours, we recommend blocking four to leave room for anything unexpected.
Run end-to-end over Zoom with a technical contact at your company, no on-site visit required.
A typical installation and configuration session runs in less than two hours.
We strongly suggest reserving four hours so anything unexpected doesn’t rush you.
Your sealed appliance is installed and configured for your environment.
We identify your primary and secondary contacts for email and Slack.
Connect Google Workspace (Email, Drive, Calendar, Tasks), Slack, and your CRM as required to support the Sales Operations playbooks.
Your role’s playbooks are configured and ready to run.
Proactive support, monitoring, and check-ins are configured.
A certification checklist verifies everything works before sign-off.
How to run the playbooks that ship with your coworker role.
How to work with proactive support, check-ins, and updates.
Training guides and resources are updated and improved over time.
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