How it works
Success is in the detail
We know that migrating systems is no easy task. It’s both a financial investment and an investment in your time — so it’s a task we take seriously. During onboarding you’ll have a dedicated Account Manager, with you the entire way.
The journey
CRM implementation, from first conversation to Go Live
Four stages, one Account Manager, and a date that means something when it arrives.
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Stage one
Understanding
We’re listening. We make note of the challenges you’re trying to overcome and the reasons you were looking at CommTrak in the first place.
It’s then our job to make sure that forms part of your onboarding project plan.
Your challenges written into the project plan
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Stage two
Consultation
“You don’t know what you don’t know.” Your time is precious, so we do the heavy lifting.
We advise on all the difficult aspects of implementing a new system — from data import and field mapping, through to the best way to build a Workflow or Data Sheet.
Data import and field mapping mapped out
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Stage three
Planning
Let’s get realistic, and excited. We set milestones for data migration and training, and lock in the right Go Live date.
Migration, training and Go Live dates locked in
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Destination
Go Live
Your data is in, your workflows are built and your team has been trained. CommTrak becomes the system the business actually runs on.
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And after
Review
We’re not done yet. Once you’ve settled into the first few weeks on CommTrak, we get back together to go through your progress, any additional training needs and general feedback.
A check-in a few weeks in, not a handoff and goodbye
Along the way
What you can count on
One person who knows you
A dedicated Account Manager through the whole process — not a ticket queue and a new name each time.
The hard parts handled
Data import, field mapping and workflow design are where migrations go wrong. That’s the part we do with you.
A real Go Live date
Milestones set against migration and training, so the date means something when it arrives.
Ready to talk through a migration?
Tell us what you’re running today and we’ll be straight with you about what moving looks like.