Marketing automation tool (below, MA tool) Have you ever noticed leverage?
"Although I tried to introduce, it was not equipped with the required functionality ..."
"Not meet the budget feeling but a good tool ..."
- I think that some people, which is considered a transfer in circumstances such as.
The transfer of MA tools to efficiently proceed well, there are important points are a few should be holding. The point at which I would like you to note the time of transfer of MA tool in this article, together easy-to-understand and will introduce.
1) method of realizing the measures you want to do is, different settings by each tool
The first point of, are related to grasp the contents of the function of the MA tool means.
Unlike the concept in their respective companies to say that MA tool to bite, also there are differences in features that are installed along with it. Be the same as a function name, it is also unlikely that the ease of use is slightly different.
For example, in the case to switch to integrate from the state in which the use of the sales support tools and MA tool "A" (SFA) "B" to "SATORI", the corresponding status of the function will be as shown in the figure. By individual functions keep track of exactly how are you correspond, it will enable a smooth transition.
First, to determine the measures to be realized from their challenges and purposes, it in order to realize in the tool, which features of the transfer before the tool is let's figure out what to correspond to any function of the post-transfer tool .
It should estimate the number of steps it takes to 2) migration
It also related to the difference of the functions described above, but if you how to hold data in the tool after the transition and pre-migration tool is different, there often can take a long time to data migration before under preparation and the like. After the introduction, it seems that not a few cases that rise was delayed ... been slow to migrate going to start using it immediately.
For example, in "SATORI" is it has a feature called "segment" and "tag", but the concept is not unique. It was used to label the offline behavior such as "tag" primarily "visitors to the seminar" in "SATORI", "segment", as a function of grouping the user in the conditions of such behavior and user attributes on the WEB It has been defined. Concept of saying "tag" or "segment", may vary depending on MA tool. Let's know in advance that it is a high possibility that can not be changed easily put in the export and import. In advance to compare the two of data, you will need data cleansing tasks such as exclusion of the make up and the extra information of the missing information.
Do what information from the tool you are currently using can be output, what kind of information is needed on the destination of the tool on which to organize each, let's estimate in advance the number of steps required for data migration.
3) it should be prepared for initialization of scoring
Scoring for the MA tool is an important data, but the logic is different each in their respective companies. For this reason, it is the majority that can not be migrated scoring information accumulated so far in the transfer destination of the tool. Scoring Let advance recognized that there is a high possibility that would be initialized.
In the pre-migration tool, if there is a customized scoring logic in-house, take a screen shot of the setting screen, it is safe and keep ahead of the information in the form of O'have and leave as a memo.
4) takeover period, does not stop the measures by maintaining both of contract
If you make the transition of MA tool currently in operation, it is important to consider that you do not Shimawa stop the hand of operation. And that the tool can not be used it would stop the measures because, there is a significant risk of affecting business during that period.
Ideally, during the transition period, such as by double contract the old tools / new tool, it is where you want the device that does not stop the measures.
For information about how much should be the period double contract, it is the impression that you can rest assured and do not say unconditionally with the grace of about two months. A certain degree of effort estimation from the amount of data such as that managed by the current tool is possible, by, for example, trouble unexpected try to undertake emergency work occurs, what not a few may not proceed to estimate exactly.
I think whether budgetary concern, but which, let's estimate the preparation period with a margin to the extent possible.
5) confirmation of the contract period
Finally, it is also surprisingly important point to know the optimal contract period of the source tool.
For example, if the minimum contract period is trying to terminate one year of tool in less than a year, in most cases the penalty will occur. If it is or turns out you can not cancel the old tool after you have decided to introduce a new tool eye does not devoted.
Before deciding the introduction time of the destination tool, let's again review for sure contract of pre-migration tool.
Success in the MA transfer! The measures "Senshudengyo" went?
Here, let's introduce the MA and the transfer of the tool to success "Senshudengyo" like cases.
Electric facility is a Senshudengyo like that engaged in the sale of materials, was Irasshai working on content marketing for the purpose of providing information to new customers and existing customers. Of course MA tools have been introduced, but "to approach customers in a more just timing, want to connect to the improvement of customer satisfaction" from the feeling that, has been started to consider the transfer of MA tool. It is SATORI that went up as a candidate for the destination tool at that time.
The case moves to the success has been Senshudengyo like safe tool through the support of the support team of SATORI, please have a look at the following page.
The aim of customer satisfaction up, select the MA tool review as a foundation construction to enhance the value of its own
In the present article we have been promoting a story to focus on MA the transfer point of the tool "work" and "function", above all to be important in the tool migration, to clarify the "Why you need is to to switch." thing. Currently, there are any problems, to set the milestone from the migration In recognition everyone involved how you want to solve it by the transfer of MA to resuming operations, to achieve in a short period of time the "small success" it is important.
In addition, the new tool at the time of the introduction of the thing that use the surprising effort in a variety of start-up preparatory work that was including the initial setting. Since it is possible that only its members will not be doing such a work, support system of providing the companies of the destination tool it will also be an important point. What kind of support of is received during the transition, let's examine in advance that such as whether the content such as online help and Getting Started guide are substantial. In addition, also the range of free support and paid support Let's take a look at.
A white paper that summarizes the points that should be holding everyone involved in order not to fail in the introduction of MA tool, it guides you in the following pages. Please read by all means to be downloaded here.