Two-part question: What does my IT team need to do in order to get started on a project? Do you need a data download or do you use an API? Second, what does their initial involvement need to be versus when we move into full implementation?

The easiest thing to do is to provide a CSV expert from your CRM, which doesn’t usually require IT support. Second, we do support automating a data transfer through an API, and it’s ultimately more convenient. We can configure the API in 1-5 days (note: depending on your specific set-up this can require more days if customization is needed). To do this, we would charge a set-up fee and monthly maintenance fee. For most clients this is a minimal expenditure. With a few additional data points we can provide an estimate on this cost.

Sarah Cooper

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