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Data Import: Premium
Regardless of what platform you're coming from, our Premium Data Service is the ultimate time-saver. You can be confident that your data will be imported safely and securely to Membrain, allowing you to focus on growing your business.
What we’ll cover
Membrain's professional services include three stages: Planning, Implementation, and Review.
Data from a multiple sources
Example: CRM, ERP, Excel Files, etc
Data Imports
Companies/Accounts
Contacts
Prospects/Leads and Opportunities to several processes
Two or Three 1-hour planning sessions with Membrain's Data Specialist
Follow-up with Membrain Customer Success Advocate after import
Parameters
Maximum of 10 spreadsheets (eg. 1 for Companies, 1 for Contacts, 1 for Prospects, 2 for Opportunities, 1 for Products and 1-3 for Activities etc)
Mapping using corresponding unique identifiers must match between source and target spreadsheets
Size: More than 50,000 cells per spreadsheet
Data merging, filtering/cleaning is not included. The customer is responsible for preparing the data using Membrain templates and adhering to recommendations given by Membrain's Data Specialist
Price and Timeline: Please talk to your Customer Success Advocate, or write to us here
Data from a multiple sources
Data Imports
Support
Parameters
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