| We recommend that before and during
the conversion process, you become familiar with ProTracker Advantage® by viewing our recorded
Guided Tour, reading the
Getting Started Guide, and installing the
Demo. |
| |
1. |
ProTracker Software (we) sends
the customer (you) a conversion questionnaire.
|
| |
2. |
When you return the questionnaire to us, your
answers will help us to give you a rough estimate of how much
the conversion will cost.
|
| |
3. |
We tentatively schedule the conversion for a date
that is mutually agreeable. |
| |
4. |
We both sign a
Confidentiality Agreement. |
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5. |
You send us a copy of your data so that we may perform
a test conversion. We will ask you questions about the data to determine
how best to import it into ProTracker Advantage. During this process, you
can continue using your former CRM software. |
| |
6. |
After the test conversion, we will send you a
Data
Conversion Agreement. After you sign and return the agreement, we will
set a final conversion date. |
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7. |
On the agreed upon conversion date,
you send us a final copy of your data. Note: you
should stop entering data into your former CRM
software at this time, as further changes will not
be converted to the ProTracker Advantage database. |
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8. |
We convert the data to the maximum extent possible. We
schedule three business days for this process, but it can take more or
less time. |
| |
9. |
When the conversion is completed, we will deliver your new
ProTracker Advantage database - and our invoice for the agreed upon cost of
the conversion. |
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10. |
You will review the new data within two business days to
verify that the conversion is complete and accurate. We will work with you
to resolve any missing or incorrectly converted data. |
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11. |
We send you a Data Conversion Acceptance letter to be signed
and returned. |
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12. |
You perform any necessary post-conversion data cleanup.
We do our best to convert your data to Advantage, but there are always
inconsistencies between systems that show up in conversion. For instance,
if data was entered in the wrong place in the old system or doesn’t have
an exactly matching location in ProTracker, it will probably appear in
the wrong place in the new database. These inconsistencies will need
manual cleanup by you to resolve. |
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13. |
Once you have accepted the database as delivered, we
will permanently delete all copies of your data, in
all formats, in our possession. |
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