Professional Services

Whether you're onboarding with our cloud solution, on-premise, or you're looking for help to improve your existing usage of our solutions with training or custom reporting, we are here to help. We take pride in creating a predictable service experience for our customers so there will be no surprises.

Six Steps to Going Live

Envision has been helping companies improve customer experience for more than 20 years. This experience allows us to ensure your implementation will be seamless and successful whether in the secure cloud or on-premise. We have developed a systematic configuration, installation and testing process with comprehensive training that will get your organization installed and live using our solutions quickly.

Here are the Six Steps to Going Live:

  • Technical Data Gathering
  • Solution Design
  • Implementation Planning 
  • Remote Installation and System Testing
  • Training
  • Ongoing Support & Optimization

We Love Our Customers

We develop and sell a world-class customer experience management solution, so you can bet we take our customer relationships very seriously and want to provide the best experience you can find. After implementation, we stand behind our solutions with world-class support provided by a team of highly trained engineering support professionals. 

Entering support cases is easy and can be done either over the telephone or through our online customer portal. Case numbers are generated immediately, and an initial response time of 2 hours or less is our SLA. At anytime you can check your ticket status through the portal, and you also have access to our self service tools to help diagnose and correct your problem.

Here are a few highlights of what you can expect from our service organization:

  • Web or telephone support access
  • Updated case information through our customer portal
  • Automatic escalation to Director Customer Success after 3 days
  • 2 hour response time from 5 AM -6 PM PST (24 hour support plans available)
  • Knowledge base and FAQ
  • Click2Coach eLearning clips to help aid in training new employees
  • Monthly customer newsletter highlighting tips and announcements
  • Frequent blog posts on important topics 

Learn More About What Makes Envision Unique


From The Director of Customer Success

"My commitment to our customers is that we will not only provide you with a great customer experience through implementation, but we will offer service above and beyond the industry standard to ensure you have full utilization of our solutions going forward. My job goes beyond case management, it's about ensuring our customers understand the value of the features available to them within the products licensed and are using them."

        Barclay Bicksler, Envision Director Customer Success 

Envision has been transforming contact centers for over 20 years.

Our Click2Coach solution allows you to capture interactions through call recording, web chat, email and social media. See the interaction from your customer’s point of view, as well as, the agent’s. Find calls simply using Click2Coach’s simple web interface and take action.

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