“If you fail to plan, you plan to fail” – Benjamin Franklin.
We don’t actually think anyone plans to fail, but with ever-changing priorities, finding the necessary time to plan can be challenging. This is especially true for customer relationship management (CRM) and marketing automation platform migrations (MAP) and implementations.
Our philosophy at Obility is simple: plan for the worst and hope for the best. Experience tells us that these projects are rarely smooth sailing from start to finish.
Partnering with Obility for MAP & CRM Implementations or Migrations
When you partner with Obility for your MAP and/or CRM implementation or migration, you gain a team of experts with considerable experience. We provide the flexibility and support you need, so you don’t have to handle all the planning and execution on your own.
Obility’s Approach to Implementations & Migrations
More often than not, implementing a new instance also involves some level of data migration. For example, when a client wants to implement and launch a MAP, data from both the CRM and MAP must sync correctly.
We approach platform implementations and platform migrations with the same strategy, starting with a meeting to understand your overall goals:
- Why are you migrating from one platform to another? Is it due to platform capabilities, better scalability or cost?
- What are your goals for implementing a CRM and/or MAP?
- How do you plan to use it?
- If migrating due to an acquisition, which platform or instance will be the final one? What are your goals for combining data?
Comprehensive Assessment
We conduct a deep dive into your systems, providing a thorough assessment that includes, but is not limited to:
- Duplicates
- Users
- Records (at account & contact level)
- Custom objects & fields
- Reports & dashboards
- Campaigns
- Workflows/automations
- Validation rules
- Email templates
- Connected apps & integrations
- Installed packages
- Attachments & documents
- Lead lifecycle stages
- Lead scoring
- Nurture streams
- Forms
- Landing pages
- Emails
- Templates
Recommendations & Review
After completing the assessment, we provide detailed recommendations (migrate, deprecate, need clarification, etc.) and review them with you. Although we handle the heavy lifting during the assessment, your input is crucial to ensure our recommendations align with your objectives. Approval is required before any work begins.
Implementation & Migration
Once approved, we get to work. We understand the importance of minimizing disruption, so we do as much of the work as we can, in the background. This includes hiding & cleaning up fields, creating new fields (which are also hidden initially), getting reports & dashboards created, setting up workflows and automations (but not turning them on), etc. The actual migration of data and data cleanup usually occur over a weekend, starting on a Friday afternoon to ensure minimal business interruption.
Communication & Support
Leading up to migration weekend, we are meeting on a weekly basis at a minimum and communicating in between as needed. Then, during migration weekend, we maintain constant contact with a designated representative from your team, providing updates, addressing questions, helping with QA and help handling any issues that may arise. We view every project as a partnership, especially during implementations and migrations. We understand how stressful unexpected issues can be and want you to know that we not only have your best interest at heart but are also prepared for the unexpected.
Your Success is Our Success
At Obility, we believe that careful planning and expert execution are the foundation of a successful CRM or marketing automation platform migration and implementation. Our dedicated team is here to ensure that your transition is as seamless and stress-free as possible, allowing you to focus on what matters most—growing your business.
By partnering with us, you’re not just getting a service provider; you’re gaining a committed ally who understands the intricacies of your systems and the importance of minimizing disruptions. We’re with you every step of the way, ready to tackle challenges and celebrate successes together.
Contact us today, to learn more about how we can help you achieve a smooth implementation or migration. Your success is our success, and we would love to be a part of that journey!
