Sales Enablement: Best Practices for Your SAVO Migration

By Carson Conant | July 24, 2018

In May 2018, Seismic announced its decision to purchase fellow sales enablement technology provider SAVO Group. As a customer impacted by any acquisition, you have important things to consider. What will become of your existing solution? Should you move forward with a migration to the new platform? Or stay put?

While the uncertainty of acquisitions can leave you feeling confused, frustrated, and overwhelmed, it can actually be an exciting time full of possibility if you choose to treat it that way.

To help you mitigate risk and safeguard your sales enablement investment, we recommend you start here:

  • Review your license agreement to understand your options
  • Demand commitments from your provider so you can map an appropriate strategy
  • Conduct a Proof of Concept (POC) to ensure that the new platform will meet your business requirements
  • Weigh your options
  • Leverage analyst resources to understand your alternatives
  • Select a vendor that has the time and resources to prioritize you

While Seismic will likely provide an ‘upgrade’ path for SAVO customers, it’s imperative to consider your options. A move to Seismic may seem like the most obvious choice, but it may not be the best choice for your business. If you have to start over on a new platform and retrain all of your users, don’t you think it’s important to explore all suitable platforms, weigh the benefits of each, and make a conscious decision based on your business objectives?

Migrating your existing SAVO solution doesn’t have to be a long and complicated process. At Mediafly, we’ve compiled three best practices for making your transition from SAVO to Mediafly a painless one.

ReviewImage 1. Review your content. Utilize SAVO’s content reporting function to assess what content is being used and help you determine what to migrate. Look at both how often each piece has been accessed and how recently. Set parameters for what to keep. For instance, you could keep all content accessed five times or more within the last 6 months as a starting point and adjust your criteria from there. The data will give you a better sense of where the drop off in usage occurred and help you determine the best cut off point. Don’t let a mass of content cause inaction. Keep this simple and quick.

Pro tip: As a SAVO customer, you have a contractual right to your content. When you decide to terminate your contract, you must request an extract of your content. SAVO will then provide the content on an FTP or external drive.

NavigateImage 2. Analyze your site navigation. You don’t necessarily need to migrate all of your custom pages. While custom pages can be both useful and interesting, it is important to first understand whether or not they’re being used. How well do your custom pages support your business use cases? Can another sales enablement platform provide an equal or better user experience?

At Mediafly, we take the quality and performance of your custom pages into account before migrating them from SAVO (or any other platform) to Mediafly. If we can provide an equal or better user experience using Mediafly’s capabilities, we will. If not, we’ll shift our focus to replicating those pages within the Mediafly platform. A simple analysis of your site navigation and usage statistics can help us map the best approach together.

Pro tip: SAVO customers can insert a bit of tracking code into page headers to report which pages are actually used and how often. Contact Us if you would like help with this.

MigrateImage 3. Utilize an effective migration methodology. At Mediafly, we work together with clients to ensure your solution maximizes the use of Mediafly’s most differentiating features and use cases, including fast time-to-value, unparalleled ease of use, and extensive customization capabilities (should you decide to go that route). We quickly evaluate what you sell, identify what content supports your sales activity, and align your implementation accordingly. The efficient and repeatable migration process we’ve developed to transition clients from SAVO to Mediafly minimizes disruption and encourages rapid use adoption.

Our partnership approach to deployment and dedication to high-touch relationship management ensures your Mediafly application effectively addresses your unique needs and equips your sellers with a best-in-class tool for improving engagement with buyers and driving revenue. Mediafly’s flexible platform and commitment to ongoing innovation safeguards your investment in the platform and enables integration with other sales systems for a more holistic approach to selling.

Pro tip: Regardless of the platform you select, your provider should contractually commit to a go-live date, including access to all of the features and capabilities promised. If you are not live by that point, include a credit on license fees until the commitments are met. This ensures you don’t get stuck in an over-promise and under-deliver situation. Mediafly is confident in our approach to customer success, migration methodologies, and our technologies, which is why we have no issue including contractual commitments on migration, setup, and deployment.

Carson Conant founded Mediafly in 2006 and has led the growth of its enterprise solutions that are being used by some of the world’s largest and most admired companies. Under his leadership, Mediafly has been named on the Inc. 5000 list of fastest-growing companies for eight years consecutively, in addition to being named Crain’s ‘Best Places to Work’ for four years consecutively. 

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