Integration and Migration
Our team has experience with dozens of CRM and marketing automation softwares. We can help you plan and execute a flawless migration to the software of your choice.
Step-by-Step
Integration & Migration Process
When you’re integrating systems or migrating to a new system, we use a step-by-step process to ensure a smooth and seamless transition.
Step #1: Strategy and Planning
We team up with you to gain a clear picture of what your goals are for the project. Together, we clarify the results and determine how we’ll help you get there.
Step #2: Execution
We’ll prepare data for migrations and systems to be integrated.
Step #3: QA and Testing
Once all integrations and migrations are configured, we’ll perform QA testing and train your staff on how to use the new system before going live.
Step #4: Deployment and Monitoring
We do rigorous testing for quality assurance and, once complete, we take care of all of the processes involved in getting your system up and running.
Email Migration
Do you have existing email templates you’d like migrated to a new system? We’ll ensure that your email templates are transferred over to your new system, so you can hit the ground running with your new email campaigns.
Activity Migration
Want to ensure you keep track of all contact’s activities from previous software? We’ll help you migrate those activities over and make sure nothing gets lost in the process.
Workflows Migration
Do you already have workflows or campaigns in your current system that you need to keep running during and after the migration? We’ll ensure your workflows continue to operate with no noticeable lapse in delivery.
Template Migration
Modern CRMs have a suite of template builders that make it easy to construct consistent email templates. It’s a difficult task bringing all those templates over to your new CRM, which is why we’ll make sure that’s done for you.
Integrate and Migrate
1,000s of Applications
We are experts working with the most popular applications but can also connect with thousands of others if needed.
