IMPLEMENTATION

What to Expect During Implementation

During a 1-hour phone call with one of our TEST DRIVE Technical Consultants, we will help you with the initial setup of your Playbooks org. To move quickly, we'll connect directly to your production Salesforce or Microsoft Dynamics 365. Your CRM admin will need to join the initial call to facilitate the setup and integration of Playbooks into your CRM. During this call, we will be doing a few things:

• Setting up an integration user to connect Playbooks to your CRM (We'll need the full name, email address, and CRM User ID for that user for this)
• Whitelisting Playbooks IP addresses to ensure connectivity with your CRM (We'll supply the specific IP addresses to whitelist on the call)
• Installing some basic fields and reports into your CRM
• Bookmarking critical pages and resources to enable you to use Playbooks, including the Playbooks Admin Manager Portal and the XANT Help Center

Please register and complete the Introduction to Playbooks Course on XANT University so that you can hit the ground running! Once we have you set up and connected to your CRM, we'll point you to our Quick Start Guide to get your team using Playbooks as quickly as possible.

*Sandbox installs not included.

What Happens After Implementation

After Playbooks is implemented, you'll have access to XANT University and our Introduction to Playbooks course. Don't forget to bookmark the link to XANT University and keep an eye out for additional content that is being launched soon. The XANT Help Center provides hundreds of articles and answers to commonly-asked questions. Playbooks customers (including Test Drivers) have access to XANT Technical Support, available online (live chat) within Playbooks, or by phone, 24/5, to answer your questions live.