A custom database set up is either creating a brand new database for a client from scratch, or porting existing client or campaign information from an old system to a new system. It includes porting existing contacts (including scraping for inactives), porting any emails or campaigns that are currently used, form swaps on their existing sites (as long as it’s a code we’re familiar with - otherwise we’ll give them the code to swap out on their own), starter page builds (Thank You page, Form page, Opt-In page, Checkout page), and starter campaign builds (opt-in tagging, initial email sequences, sales nurture sequences). It also includes two implementation calls to get the client comfortable with the new system.
CRM Setup & Transfer Solutions Include:
- Iniital Configuration
- Data Transfer
- Web Property Connectivity
- Campaign Porting
- System Training
CRM Transfer
No need to lose all of your existing contacts and campaigns. Our team is skilled at bringing over your prospects, clients, follow-up sequences, and tagging.
Database Integrations
In this digital age, it's more important than ever that all of your systems can communicate with each other. Our team can update your CRM integrations to funnel all new prospects and clients into your new database.
New System Configuration
From campaigns to auto-responders and sales pages to fulfillment, our team will set up your new system so you can hit the ground running.
Training
A new system is only as good as the confidence around its implementation. Our team of implementation concierges will walk you through all components of your new system, answer questions and record videos, until you are confident in its capabilities.
