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ImplementationHosted Marketing Automation & Lead Generation

Sun Bear's methodical implementation process reconciles the need to create customized processes that reflect our client's true business needs with the need to deploy our application rapidly and at minimal cost.

Sun Bear's implementation team leverages our extensive experience implementing marketing platforms to configure your platform to meet your specific needs at a cost well below comparable providers.

On average, Sun Bear implementations are completed in less than 5 days.

Elements of our implementation the plans include:

  • Discovery - Our implementation staff works with our clients to develop a comprehensive requirements document based on our mutual understanding of their needs and our capabilities.
  • Plan - The implementation team uses our implementation template to outline a specific plan to configure and implement our software for our clients.
  • Execution - The Sun Bear team configures the platform to meet our client's specific needs. This includes importing data, customizing fields, setting up custom processes, etc.
  • Documentation - The implementation team provides specific user training documentation that outlines each client's specific configuration.
  • Testing - The implementation team and client take the platform through a series of tests to ensure the platform is configured to meet the client's requirements.
  • Review - A review of the implementation is completed after the system has been live for 1 week and any adjustments made.
 


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