We realize that each Alyce customer has a unique use case and account configuration, which is why we are taking a very individualized approach to each customer's migration.
The Alyce to Sendoso migration process will look different to every Alyce customer, but we will be with you every step of the way.
In this article, we will detail each possible step of the transition to Sendoso, but keep in mind that depending on your unique use case, your specific journey may not include each of these steps.
For example, if you do not have any inventory to send to a Sendoso Sending Fulfillment Center, migration will take closer to 4-6 weeks, rather than the 6-8 weeks as outlined below.
Migration Timeline Overview
Your full migration to the Sendoso platform can take anywhere from 8 to 10 weeks from signing Sendoso Terms to Sending your first campaign to complete. During these weeks, you'll receive detailed guidance and communication on the process. Here's an overview of what is going to happen during those 8-10 weeks:
Welcome, and Kickoff: We’ll gather information about your integrations, baseline metrics, and which teams will be using the platform. We'll review key business objectives and outline success metrics. This is when we'll ask a lot of questions about how you're using Alyce so that we can create a customized migration plan for your use cases.
We'll also schedule some demos of the Sendoso platform so you can start to become familiar with its key features.
Inventory Transfer*: If your use case and account plan includes inventory sending through Sendoso's Sending Fulfillment Centers, we'll coordinate shipping your inventory from your location to the best Sendoso SFC for your sending needs. Learn more about our SFCs here.
Technical Walkthrough: Your Onboarding strategist will give you a platform overview and help configure your account. You'll receive comprehensive training and enablement for your end users.
Integrate your Tech Stack: Your Onboarding specialist will help you devise a strategy to connect your tech stack to Sendoso.
Build out Campaigns and meet with Campaign Services: This is when we'll help set you up for sending success. We'll help build your sending campaigns and we'll offer a free session with our Campaign Services Team. This team can help you plan, source, and execute perfect sends from start to finish. Learn more here.
Build Salesforce Dashboard: Now that your campaigns are set up, we'll help guide you through creating a Salesforce ROI dashboard. Learn more here.
*This step will only be needed if you have your own inventory of swag and gifts.
Tasks Sendoso will Complete
The outline above may be a bit overwhelming, but rest assured that we will be completing a lot of the nitty-gritty tasks on our end. Here's a list of some of the tasks that Sendoso will assist you with completing:
- Inventory Transfer Coordination: We will take the necessary steps to ensure your inventory is delivered to our SFC.
- Initial Inventory Setup: We will also make sure that the inventory you send will be accurately reflected within your Sendoso account. We may ask for photos and other pieces of information just to make sure we can set you up for success. Learn more here.
- Campaign Creation: We will do the work necessary to set up your sending campaigns on the Sendoso side. If you're curious about how it all works, here's where to learn more!
- Enablement and Training: We will make sure that you have all of the knowledge and tools necessary to hit the ground running with Sendoso. We will schedule times for demos and training sessions for your admins, managers, and end users. In the meantime, be sure to check out Sendoso University for on-demand learning!
Tasks You Can Expect to Complete
We want to make this process as seamless as possible for you so we will do the heavy lifting. However, to ensure a smooth transition, you should expect to complete the following tasks:
- Adding Funds: Since this step requires access to sensitive information, you will have to set up the funding sources for your teams. This is a straightforward process which is detailed in a myriad of help center articles here.
- Adding Users: You'll also need to add your end users yourself but fear not, this process is well-documented here. Check out the video in this article for an overview of the process.
- Adding Teams: You will also need to organize your users into teams. This makes it super easy to assign the necessary funding sources, campaigns, and other features to the appropriate people. Here's more information.
- Syncing Integrations: Since this step requires access to a third party (Salesforce, HubSpot, Outreach, etc), you'll need to sync your integrations on your end. Here's where to find information on our integrations.
How to Get Help
One of the benefits of transitioning to Sendoso is that you'll have a ton of educational resources at your fingertips. Not only do we have an excellent support team, but we have many options for on-demand learning and training. Check out these resources: