We use an inbound marketing and customer service tool, plus a customer relationship management (CRM) system to collect and manage data. Do you recommend we automate data transfers to the Wrench platform, and would we need a third-party integration to do so?

Making the decision on this comes down to how you acquire prospect data.

• If you have a lot of daily inbound leads and need immediate insights on them, or use a lot of custom fields, we recommend that you automate your data transfers to easily streamline the process.
• If you typically acquire lists in CSV format and upload them manually in batches in your own process, you would simply need to provide us with the CSV files as you get them.
• Note: Over the course of 12 months you will be paying someone (in marketing, IT, or at Wrench) to do the manual uploads. Automation requires upfront cash but we’ve calculated that there is a breakeven at 12 months, and the cost goes down if you renew your subscription after that time.