Services

Technology is not a cheap investment and not every business needs to migrate to a full-service marketing platform. Nonetheless here are legitimate reasons for migrating to a new marketing service platform, analytics platform, or CRM:

• Industry or customers require legitimate data security protocols.

• Sync data between platforms (CRMs, Sales Acceleration Tools, Marketing Tools, ERPs).

• Need to implement dynamic data scoring models, like lead scoring or prospect close probability.

Each reason warrants its own strategy for implementing new tools into your environment, but each will likely require similar steps. For example, in most situations you'll first need to review your current database to:

• Clean incorrectly formatted phone numbers

• Clean any picklist or firmographic values, commonly (state, country, industry values)

• Dedupe/Merge Contacts and Companies

• Delete bot leads, unqualified leads, unengaged/unsubscribed contacts

• Potentially remove contacts with emails that are invalid, flagged as catch-all or risky, or have bounced.

Although this step is not required, it is highly recommended as most strategies will benefit from starting a database with clean data.Our services will help you plan these integraitons and help to address any opportunities to manage the migration before, during, and after the software has been installed. Below are the main services we offer: