What this solution gives you:
- Import of contacts, accounts, opportunities from another system into FunnelBud.
- A strategy for who you can import and who you should not import, based on how old the lists are, GDPR/other data law requirements, SPAM compliance laws, and your goals and needs.
- This includes unsubscribe info that we might need in order to unsubscribe people who have actively unsubscribed (so that they don’t start getting emails in the future by mistake)
- Results in a well segmented database that you can start working with immediately for both sales and marketing purposes.
Process of creating this solution:
- Initial consultation to understand and advice around which kinds of lists you have today.
- You send us all your lists according to our recommendations. We may guide you on how you can export these from your current systems.
- We analyze your lists.
- We may ask further questions.
- We clarify your database strategy and discuss it with you.
- We import, including building the segments you might need.
- We demo to you how your database looks and how you can now work with it.
What this costs to implement:
We will teach you how to import, including giving you the templates you need to re-import yourself: Included.
We will import for you: Depends on complexity (if it’s only Contacts, or also Accounts and Opportunities). We will give a cost estimate to you based on the time we believe it will take (standard hourly rate).
- You will have a completely migrated database that you can start working with immediately.
- You will have a good and future-proof database structure, which will give you more control and be more efficient for your marketing and sales people to work with.